| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,314 | $137,690.88 | $312,784.55 | $175,093.67 | 127.16% |
Nabeed Zaman Eagle Strategies LLC | 24,302 | $4.01M | $5.78M | $1.78M | 44.31% |
M. Katherine Pieper Unionview LLC | 1,824 | $169,285.44 | $434,184.95 | $264,899.51 | 156.48% |
David Mailloux WealthCare Investment Partners LLC | 9,895 | $1.44M | $2.51M | $1.08M | 74.9% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,505 | $287,125.68 | $596,290.18 | $309,164.5 | 107.68% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,216 | $1.38M | $2.19M | $816,119.24 | 59.24% |
Tracy A. Zullo Zullo Investment Group Inc. | 1,017 | $256,517.91 | $242,086.67 | -$14,431.24 | -5.63% |
Kathryn Brown Morton Brown Family Wealth LLC | 452 | $82,001.84 | $107,594.08 | $25,592.24 | 31.21% |
| CC Cheung Chan Chemistry Wealth Management LLC | 875 | $220,701.25 | $208,284.99 | -$12,416.26 | -5.63% |
Jay Richards Investment Advisory Group LLC | 8,822 | $1.1M | $2.21M | $1.11M | 100.75% |
| CB Catherine Bluvol Next Level Private LLC | 3,111 | $444,125.86 | $740,542.42 | $296,416.56 | 66.74% |
Andrew Burkey Joseph Group Capital Management | 75 | $8,611.5 | $18,794.25 | $10,182.75 | 118.25% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,901 | $293,351.07 | $452,514.03 | $159,162.96 | 54.26% |
W. Travis McKinney HB Wealth Management LLC | 17,101 | $2.32M | $4.07M | $1.75M | 75.09% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 84,767 | $9.73M | $20.18M | $10.44M | 107.27% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,800 | $287,136 | $459,900 | $172,764 | 60.17% |
Jeremy Baltz Raleigh Capital Management Inc. | 21 | $4,193.28 | $4,998.84 | $805.56 | 19.21% |
Allison Tronnes Forum Financial Management LP | 1,318 | $254,778.64 | $313,736.71 | $58,958.07 | 23.14% |
Paul Elam Oak Harbor Wealth Partners LLC | 344 | $39,498.08 | $86,202.96 | $46,704.88 | 118.25% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,394 | $278,316.81 | $331,827.75 | $53,510.94 | 19.23% |