| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 7,514 | $263,369.48 | $412,293.18 | $148,923.7 | 56.55% |
Jeremy Baltz Raleigh Capital Management Inc. | 54 | $1,793.88 | $2,962.98 | $1,169.1 | 65.17% |
Michael Byun SageView Advisory Group LLC | 65 | $1,939 | $3,566.55 | $1,627.55 | 83.94% |
| KJ Ken Joseph Braidwel LLP | 358,800 | $11.92M | $19.69M | $7.77M | 65.17% |
| JMP James M. Perkins Quantum Private Wealth LLC | 98,908 | $1.64M | $5.43M | $3.79M | 231.64% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,628 | $386,282 | $638,028.36 | $251,746.36 | 65.17% |
Mariana Coli Dunhill Financial LLC | 3 | $89.43 | $164.61 | $75.18 | 84.07% |
Lukas Lindgren Abound Wealth Management | 3,506 | $126,080.28 | $192,374.22 | $66,293.94 | 52.58% |
Loni Adams Daymark Wealth Partners LLC | 55,711 | $1.2M | $3.06M | $1.86M | 154.94% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 621 | $20,630 | $34,074.27 | $13,444.27 | 65.17% |
Kevin Kroskey True Wealth Design LLC | 12 | $660 | $658.44 | -$1.56 | -0.24% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 51 | $1,694 | $2,798.37 | $1,104.37 | 65.19% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 6,443 | $214,036 | $353,527.41 | $139,491.41 | 65.17% |
| PIL PFG Investments LLC PFG Investments LLC | 6,519 | $194,331.09 | $357,697.53 | $163,366.44 | 84.07% |
| DD Damir Durkovic Entropy Technologies, LP | 45,410 | $1.35M | $2.49M | $1.14M | 84.07% |
Alexandra Stickelman Root Financial Partners, LLC | 91 | $2,894.33 | $4,993.17 | $2,098.84 | 72.52% |
Staci Compagno Portside Wealth Group, LLC | 16,458 | $562,764.04 | $903,050.46 | $340,286.42 | 60.47% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,019 | $50,429.17 | $110,782.53 | $60,353.36 | 119.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,347 | $210,847 | $348,259.89 | $137,412.89 | 65.17% |
Norden Group LLC NORDEN GROUP LLC | 6,810 | $226,227 | $373,664.7 | $147,437.7 | 65.17% |