| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM Jeffrey McGrath Cetera Trust Company, N.A | 99,725 | $245,779.91 | $532,531.5 | $286,751.59 | 116.67% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 8,238 | $41,437 | $43,990.92 | $2,553.92 | 6.16% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 12,646 | $63,609 | $67,529.64 | $3,920.64 | 6.16% |
| AB Anthony Blagrove Traveka Wealth, LLC | 26,401 | $72,645.16 | $140,981.34 | $68,336.18 | 94.07% |
| CB Curtis Burkholder Bare Financial Services, Inc | 1,523 | $6,861.31 | $8,132.82 | $1,271.51 | 18.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 164,084 | $665,609.42 | $876,208.56 | $210,599.14 | 31.64% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 474 | $2,385 | $2,531.16 | $146.16 | 6.13% |
| NG Neil Greenspan Fielder Capital Group LLC | 46,743 | $127,899.05 | $249,607.62 | $121,708.57 | 95.16% |
| RT Ruth Thortvedt Financial Network Wealth Advisors LLC | 742 | $3,932.6 | $3,962.28 | $29.68 | 0.75% |
| CS Corey Saft Sivia Capital Partners, LLC | 207,900 | $816,502.55 | $1.11M | $293,683.45 | 35.97% |
| AM Ashley Meredith Abel Hall, LLC | 83,374 | $363,077.44 | $445,217.16 | $82,139.72 | 22.62% |
| CI CacheTech Inc. CacheTech Inc. | 28,246 | $142,077 | $150,833.64 | $8,756.64 | 6.16% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,046 | $3,263.73 | $5,585.64 | $2,321.91 | 71.14% |
| IJ Ian Jameson American Capital Advisory, LLC | 212 | $963 | $1,132.08 | $169.08 | 17.56% |
| RZ Richard Zipkis Granite Group Advisors, LLC | 32,018 | $166,494 | $170,976.12 | $4,482.12 | 2.69% |
| KH Kevyn Hill Hilltop National Bank | 1,000 | $4,250 | $5,340 | $1,090 | 25.65% |
| EM Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 338,220 | $1.08M | $1.81M | $728,675.1 | 67.63% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 24,400 | $63,196 | $130,296 | $67,100 | 106.18% |
| NA Neisy Arnez Drucker Wealth 3.0, LLC | 105,461 | $293,658.03 | $563,161.74 | $269,503.71 | 91.77% |
| DAR David A Rozenson Fairscale Capital, LLC | 3,976 | $16,779 | $21,231.84 | $4,452.84 | 26.54% |