| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 266 | $29,385.44 | $51,580.06 | $22,194.62 | 75.53% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 737 | $61,616.43 | $142,911.67 | $81,295.24 | 131.94% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,754 | $263,977 | $340,118.14 | $76,141.14 | 28.84% |
G. Adam Parmer Enhancing Capital LLC | 1,231 | $240,463.54 | $207,805.11 | -$32,658.43 | -13.58% |
Ana-Maria Ignat Covestor Ltd | 102 | $9,723.42 | $18,059.1 | $8,335.68 | 85.73% |
CJ Harrison DecisionPoint Financial LLC | 9 | $1,042.33 | $1,740.33 | $698 | 66.97% |
| JG John Ginter Callan Family Office LLC | 1,529 | $187,562.21 | $258,110.49 | $70,548.28 | 37.61% |
Drew Phillips Fortitude Family Office LLC | 28 | $4,004.57 | $5,429.48 | $1,424.91 | 35.58% |
Brian Matter Creative Capital Management Investments LLC | 10 | $1,953.4 | $1,939.1 | -$14.3 | -0.73% |
David Smith Linden Thomas Advisory Services LLC | 18,718 | $2.53M | $3.63M | $1.1M | 43.25% |
Kevin Kroskey True Wealth Design LLC | 8 | $703.11 | $1,551.28 | $848.17 | 120.63% |
| PIL PFG Investments LLC PFG Investments LLC | 4,356 | $372,209.75 | $844,671.96 | $472,462.21 | 126.93% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 6,391 | $1.25M | $1.15M | -$96,631.98 | -7.74% |
Staci Compagno Portside Wealth Group, LLC | 3,282 | $571,469.92 | $636,412.62 | $64,942.7 | 11.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 206 | $29,065.23 | $39,945.46 | $10,880.23 | 37.43% |
Mathieu Cornu Pictet Asset Management Holding SA | 4,224 | $346,396.69 | $819,075.84 | $472,679.15 | 136.46% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $489.68 | $1,163.46 | $673.78 | 137.6% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,100 | $432,372.28 | $795,031 | $362,658.72 | 83.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5 | $473.89 | $969.55 | $495.66 | 104.59% |
Taylor Wagner Valued Wealth Advisors LLC | 58 | $11,330 | $11,246.78 | -$83.22 | -0.73% |