| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 271 | $4,178.91 | $7,029.74 | $2,850.83 | 68.22% |
Candace Cavalier Congress Wealth Management LLC / DE / | 33,966 | $488,659.55 | $866,642.49 | $377,982.94 | 77.35% |
Jared Schneid Connective Portfolio Management LLC | 185,200 | $3.64M | $4.82M | $1.18M | 32.55% |
Bridget Fagerholt MAS Advisors LLC | 34,542 | $489,420.53 | $880,821 | $391,400.47 | 79.97% |
Derek Swedberg PACK Private Wealth LLC | 10,767 | $149,042.37 | $275,904.37 | $126,862 | 85.12% |
Sara S. Alexander Sonora Investment Management Group LLC | 17,065 | $268,506.05 | $438,741.15 | $170,235.1 | 63.4% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,001 | $11,459.49 | $25,975.95 | $14,516.46 | 126.68% |
Penny A. Phillips Journey Strategic Wealth LLC | 37,402 | $470,080.92 | $973,574.06 | $503,493.14 | 107.11% |
Tyler Glazier New Millennium Group LLC | 13,246 | $160,726.74 | $341,813.03 | $181,086.29 | 112.67% |
Lonny Elfenbein West Michigan Advisors LLC | 12,333 | $255,909.75 | $317,081.43 | $61,171.68 | 23.9% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,000 | $12,860 | $25,565 | $12,705 | 98.79% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 15,526 | $177,944.68 | $399,483.98 | $221,539.3 | 124.5% |
Dalila Toledo Ascent Group LLC | 15,689 | $225,624.75 | $408,541.56 | $182,916.81 | 81.07% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 25,469 | $528,633.91 | $656,972.85 | $128,338.94 | 24.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,051 | $145,502.65 | $279,590.3 | $134,087.65 | 92.15% |
Sherri Cohen Breakout Capital Partners LP | 999,389 | $15.92M | $25.92M | $10M | 62.85% |
| JG John Ginter Callan Family Office LLC | 53,382 | $862,653 | $1.36M | $500,990.19 | 58.08% |
Albert Moore First National Advisers LLC | 11,752 | $242,844.2 | $301,203.76 | $58,359.56 | 24.03% |
Anita Woodhouse V-Square Quantitative Management LLC | 6,489 | $76,890 | $164,171.7 | $87,281.7 | 113.52% |
Rachel Faulk Cape Investment Advisory Inc. | 362 | $5,849.66 | $9,158.6 | $3,308.94 | 56.57% |