| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Shibata Morling Financial Advisors LLC | 137 | $87,784.12 | $71,160.54 | -$16,623.58 | -18.94% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 992 | $268,951.04 | $515,264.62 | $246,313.58 | 91.58% |
Kristie R. Furseth Bowman & Co S.C. | 718 | $216,225.7 | $369,647.94 | $153,422.24 | 70.95% |
Seth Scher Matrix Private Capital Group LLC | 472 | $155,127.52 | $245,161.51 | $90,033.99 | 58.04% |
Katherine Andersen Western Pacific Wealth Management LP | 222 | $142,248.72 | $115,311.24 | -$26,937.48 | -18.94% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 677 | $156,054.34 | $351,647.33 | $195,592.99 | 125.34% |
Nabeed Zaman Eagle Strategies LLC | 1,928 | $631,447.7 | $1M | $369,994.02 | 58.59% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 450 | $288,342 | $229,540.5 | -$58,801.5 | -20.39% |
Tracy Murray EdgeRock Capital LLC | 360 | $230,673.6 | $186,991.2 | -$43,682.4 | -18.94% |
David Mailloux WealthCare Investment Partners LLC | 2,889 | $637,411.16 | $1.5M | $863,193.16 | 135.42% |
Jonathan Yarger Yarger Wealth Strategies LLC | 957 | $232,641.33 | $497,084.94 | $264,443.61 | 113.67% |
Ryan Gough Perfromance Wealth Partners LLC | 1,462 | $732,677.73 | $759,392.01 | $26,714.28 | 3.65% |
Clint Dunn Beaird Harris Wealth Management LLC | 23 | $6,235.76 | $11,505.52 | $5,269.76 | 84.51% |
Jennifer Carlson Gould Capital LLC | 118 | $33,696.06 | $61,291.56 | $27,595.5 | 81.9% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 1,000 | $239,688.95 | $506,960 | $267,271.05 | 111.51% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,040 | $231,711.38 | $528,725.6 | $297,014.22 | 128.18% |
Tyler Glazier New Millennium Group LLC | 2 | $542.24 | $1,038.84 | $496.6 | 91.58% |
Kathryn Brown Morton Brown Family Wealth LLC | 75 | $14,112.75 | $38,956.5 | $24,843.75 | 176.04% |
John Gorlow Cardiff Park Advisors LLC | 600 | $116,869.35 | $311,651.99 | $194,782.64 | 166.67% |
Sean Reitenbach Prosperity Consulting Group LLC | 9,016 | $2.09M | $4.68M | $2.6M | 124.38% |