| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 11,093 | $5.95M | $5.9M | -$55,816.3 | -0.94% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 658 | $298,648.66 | $357,892.78 | $59,244.12 | 19.84% |
Jeffrey McClean Solidarity Wealth LLC | 1,493 | $610,577.28 | $779,689.36 | $169,112.08 | 27.7% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,812 | $793,731.74 | $965,143.7 | $171,411.96 | 21.6% |
Seth Scher Matrix Private Capital Group LLC | 480 | $290,107.2 | $262,046.4 | -$28,060.8 | -9.67% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 87 | $30,920.67 | $47,395.86 | $16,475.19 | 53.28% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 1,645 | $662,928.41 | $896,130.2 | $233,201.79 | 35.18% |
William Liberti Wealth Effects LLC | 537 | $211,943.13 | $292,600.56 | $80,657.43 | 38.06% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 237 | $109,491.78 | $129,918.66 | $20,426.88 | 18.66% |
| RM Robert Macaulay Jmac Enterprises LLC | 1,872 | $845,429.13 | $997,102.1 | $151,672.97 | 17.94% |
Katherine Andersen Western Pacific Wealth Management LP | 110 | $59,720.66 | $60,729.9 | $1,009.24 | 1.69% |
Sara S. Alexander Sonora Investment Management Group LLC | 40,213 | $15.49M | $21.93M | $6.44M | 41.59% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 116 | $53,250.11 | $63,463.6 | $10,213.49 | 19.18% |
Bert Miller Miller Wealth Advisors LLC | 40,551 | $20.66M | $21.61M | $955,989.92 | 4.63% |
Amir Ali Monsefi Aire Advisors LLC | 558 | $260,324.98 | $305,878.86 | $45,553.88 | 17.5% |
Katherine Saltonstall Sandy Cove Advisors LLC | 421 | $211,780.93 | $230,076.5 | $18,295.57 | 8.64% |
Albert Luong Canoe Financia LLP | 261,015 | $126.33M | $139.08M | $12.75M | 10.09% |
Tracy Murray EdgeRock Capital LLC | 4,608 | $2.18M | $2.52M | $336,895.86 | 15.46% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 6 | $3,644.9 | $3,271.92 | -$372.98 | -10.23% |
Ryan Gough Perfromance Wealth Partners LLC | 4,962 | $2.37M | $2.7M | $325,577.58 | 13.72% |