| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 689 | $32,172.03 | $36,785.71 | $4,613.68 | 14.34% |
Private Capital Private Capital Management | 4,700 | $157,638 | $258,829 | $101,191 | 64.19% |
Jeff Ameen Spire Wealth Management | 2,039 | $94,254.03 | $113,184.89 | $18,930.86 | 20.08% |
Michael Puryear Westwood Wealth Management | 13,240 | $584,281.2 | $698,145.2 | $113,864 | 19.49% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,260 | $244,931 | $172,291 | -$72,640 | -29.66% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 27,800 | $971,802 | $1.54M | $571,932 | 58.85% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,000 | $273,240 | $317,220 | $43,980 | 16.1% |
Ana-Maria Ignat Covestor Ltd | 1,948 | $86,806.62 | $108,133.48 | $21,326.86 | 24.57% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 3,238 | $239,838.66 | $181,214.67 | -$58,623.99 | -24.44% |
Tu Tran Crosspoint Financial LLC | 3,256 | $143,682.62 | $170,744.64 | $27,062.02 | 18.83% |
Mark Mowrey Signature Resources Capital Management LLC | 21 | $825.2 | $1,106.91 | $281.71 | 34.14% |
Kelly Christopher Significant Wealth Partners LLC | 11,461 | $378,938.83 | $636,200.11 | $257,261.28 | 67.89% |
Lydia Moore MRP Capital Investments LLC | 878 | $38,747 | $47,833.44 | $9,086.44 | 23.45% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 58 | $2,578 | $3,041.52 | $463.52 | 17.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,936 | $136,576.35 | $214,826.88 | $78,250.53 | 57.29% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 18,946 | $1.34M | $1.03M | -$310,721.18 | -23.22% |
Chris Chatto Encompass More Asset Management | 40,316 | $3.03M | $2.16M | -$866,833.21 | -28.63% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 3,143 | $232,802.01 | $171,922.1 | -$60,879.91 | -26.15% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,652 | $349,446 | $258,325.56 | -$91,120.44 | -26.08% |
Daniel Andersen Parkshore Wealth Management, Inc. | 7,457 | $334,898.52 | $408,270.75 | $73,372.23 | 21.91% |