| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 13,020 | $829,084.2 | $1.56M | $732,274.2 | 88.32% |
| WB William Bromley Innova Wealth Partners | 2,356 | $221,935.2 | $282,531.52 | $60,596.32 | 27.3% |
Brian Baylis Bell Investment Advisors Inc. | 245 | $17,662.35 | $29,720.95 | $12,058.6 | 68.27% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 10,375 | $1.08M | $1.24M | $166,808.51 | 15.48% |
| AB Andrew Blass Atlantic Private Wealth LLC | 8 | $479.52 | $968.64 | $489.12 | 102% |
Christopher Davis Burns Matteson Capital Management LLC | 1,878 | $227,999 | $225,209.76 | -$2,789.24 | -1.22% |
Bobby Adusumilli SJS Investment Consulting Inc. | 269 | $25,339.8 | $32,258.48 | $6,918.68 | 27.3% |
Kea Molnar Cromwell Holdings LLC | 4,091 | $243,964.17 | $490,592.72 | $246,628.55 | 101.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 280 | $17,938.7 | $33,577.6 | $15,638.9 | 87.18% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 3,623 | $217,162.62 | $434,470.16 | $217,307.54 | 100.07% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,775 | $215,538.25 | $215,041.25 | -$497 | -0.23% |
Candace Cavalier Congress Wealth Management LLC / DE / | 5,852 | $378,688.08 | $701,771.84 | $323,083.76 | 85.32% |
William Liberti Wealth Effects LLC | 3,258 | $239,300.1 | $394,706.7 | $155,406.6 | 64.94% |
Albert Luong Canoe Financia LLP | 9,944 | $595,942.43 | $1.19M | $596,542.05 | 100.1% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,665 | $270,136.75 | $439,506.8 | $169,370.05 | 62.7% |
| CB Catherine Bluvol Next Level Private LLC | 5,023 | $473,166.6 | $602,358.16 | $129,191.56 | 27.3% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,529 | $307,096.47 | $311,850.99 | $4,754.52 | 1.55% |
Samantha Pierangeli City State Bank | 153 | $9,908.28 | $18,347.76 | $8,439.48 | 85.18% |
W. Travis McKinney HB Wealth Management LLC | 5,514 | $473,624.31 | $661,238.88 | $187,614.57 | 39.61% |
| LF Lukas Feh LGT Group Foundation | 7,580 | $441,948.16 | $919,529.8 | $477,581.64 | 108.06% |