| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 689 | $32,172.03 | $51,151.36 | $18,979.33 | 58.99% |
Private Capital Private Capital Management | 4,700 | $157,638 | $362,558 | $204,920 | 129.99% |
Jeff Ameen Spire Wealth Management | 2,039 | $94,254.03 | $137,836.4 | $43,582.37 | 46.24% |
Michael Puryear Westwood Wealth Management | 13,240 | $584,281.2 | $988,763.2 | $404,482 | 69.23% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,260 | $244,931 | $220,376 | -$24,555 | -10.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 63 | $2,181.99 | $4,258.8 | $2,076.81 | 95.18% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 27,800 | $971,802 | $1.88M | $907,478 | 93.38% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,000 | $273,240 | $405,600 | $132,360 | 48.44% |
Ana-Maria Ignat Covestor Ltd | 1,948 | $86,806.62 | $145,476.64 | $58,670.02 | 67.59% |
Brian Clay Clay Northam Wealth Management LLC | 2,780 | $205,914.6 | $204,357.8 | -$1,556.8 | -0.76% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 3,238 | $239,838.66 | $241,700.51 | $1,861.85 | 0.78% |
Tu Tran Crosspoint Financial LLC | 3,256 | $143,682.62 | $243,044.12 | $99,361.5 | 69.15% |
Mark Mowrey Signature Resources Capital Management LLC | 21 | $825.2 | $1,419.6 | $594.4 | 72.03% |
Kelly Christopher Significant Wealth Partners LLC | 11,461 | $378,938.83 | $774,763.6 | $395,824.77 | 104.46% |
Lydia Moore MRP Capital Investments LLC | 878 | $38,747 | $65,538.31 | $26,791.31 | 69.14% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 58 | $2,578 | $3,920.8 | $1,342.8 | 52.09% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,936 | $136,576.35 | $266,073.6 | $129,497.25 | 94.82% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 14,058 | $1.06M | $950,320.8 | -$105,612.2 | -10% |
Chris Chatto Encompass More Asset Management | 40,316 | $3.03M | $2.73M | -$302,816.4 | -10% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 3,143 | $232,802.01 | $212,466.8 | -$20,335.21 | -8.73% |