| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 7,042 | $171,754.38 | $127,248.94 | -$44,505.44 | -25.91% |
Christina Forster Pazienza Guardian Partners Inc. | 4,750 | $88,715 | $87,993.75 | -$721.25 | -0.81% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 20,600 | $199,781 | $380,688 | $180,907 | 90.55% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 11,930 | $225,186 | $220,227.8 | -$4,958.2 | -2.2% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 58,008 | $711,484.69 | $1.08M | $366,303.95 | 51.48% |
David Spratt Badgley Phelps Wealth Managers LLC | 17,732 | $188,592.8 | $328,839.94 | $140,247.14 | 74.37% |
Armand Doucette Surience Private Wealth LLC | 34,140 | $800,155.18 | $630,907.2 | -$169,247.98 | -21.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 106,227 | $1.52M | $1.98M | $454,685.1 | 29.88% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 123,593 | $1.19M | $2.29M | $1.1M | 92.97% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,032 | $190,317.14 | $253,558.24 | $63,241.1 | 33.23% |
Katherine Saltonstall Sandy Cove Advisors LLC | 15,350 | $192,972.5 | $287,735.75 | $94,763.25 | 49.11% |
Clint Dunn Beaird Harris Wealth Management LLC | 87,133 | $875,486.53 | $1.61M | $733,424.31 | 83.77% |
Jennifer Carlson Gould Capital LLC | 500 | $11,825 | $9,292.5 | -$2,532.5 | -21.42% |
Penny A. Phillips Journey Strategic Wealth LLC | 31,387 | $400,709.08 | $580,188.69 | $179,479.61 | 44.79% |
Russell Kartub Insight Inv LLC | 25,750 | $225,827.5 | $479,078.75 | $253,251.25 | 112.14% |
Samantha Pierangeli City State Bank | 5,000 | $40,880 | $92,300 | $51,420 | 125.78% |
Mike Meixler Meixler Investment Management Ltd. | 17,070 | $182,488.15 | $315,282.9 | $132,794.75 | 72.77% |
| EM Erin Mccann Simplicity Wealth LLC | 109,019 | $2.33M | $2.01M | -$318,427.29 | -13.68% |
| KB Kimberly Byrne Bill Few Associates Inc. | 22,150 | $177,643 | $429,045.5 | $251,402.5 | 141.52% |
Mark Fiskio Empirical Asset Management LLC | 122,100 | $2.3M | $2.26M | -$46,398 | -2.01% |