| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 560 | $19,416.12 | $26,986.4 | $7,570.28 | 38.99% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 53,454 | $2.13M | $2.65M | $513,786.13 | 24.07% |
Joseph Castro Nuveen LLC | 931,841 | $37.04M | $45.21M | $8.17M | 22.05% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 12,750 | $405,067.5 | $631,635 | $226,567.5 | 55.93% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,638 | $65,569.04 | $78,517.53 | $12,948.49 | 19.75% |
Christina Forster Pazienza Guardian Partners Inc. | 192,642 | $7.2M | $9.55M | $2.35M | 32.64% |
Brian Baylis Bell Investment Advisors Inc. | 141 | $5,236.77 | $6,794.79 | $1,558.02 | 29.75% |
Kea Molnar Cromwell Holdings LLC | 1,739 | $64,482 | $84,011.09 | $19,529.09 | 30.29% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 400 | $18,872 | $19,408 | $536 | 2.84% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,916 | $296,221.85 | $392,396.12 | $96,174.27 | 32.47% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 59,286 | $1.82M | $2.85M | $1.03M | 56.89% |
W. Travis McKinney HB Wealth Management LLC | 7,346 | $292,404.76 | $354,003.74 | $61,598.98 | 21.07% |
Nathan Geraci ETF Store Inc. | 6,666 | $273,570.27 | $321,067.89 | $47,497.62 | 17.36% |
Timothy R. Guthrie Bullseye Investment Management LLC | 100 | $3,806 | $4,954.5 | $1,148.5 | 30.18% |
David K. Balsdon Harvest Portfolios Group Inc. | 437,828 | $15.65M | $21.65M | $6M | 38.34% |
Mariana Coli Dunhill Financial LLC | 675 | $26,712.29 | $32,528.25 | $5,815.96 | 21.77% |
Matthew Zienty Cardinal Point Capital Management ULC | 24,316 | $975,699.88 | $1.2M | $229,157.92 | 23.49% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,597 | $305,111 | $317,909.43 | $12,798.43 | 4.19% |
Kevin Kroskey True Wealth Design LLC | 283 | $11,508.13 | $13,637.77 | $2,129.64 | 18.51% |
| PIL PFG Investments LLC PFG Investments LLC | 13,034 | $484,004.11 | $628,108.46 | $144,104.35 | 29.77% |