| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 3,228 | $846,887.84 | $1.18M | $329,976.4 | 38.96% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,106 | $270,841.67 | $401,223.62 | $130,381.95 | 48.14% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 11,600 | $2.61M | $4.19M | $1.58M | 60.44% |
Shaun Peterson Peterson Wealth Services | 43,340 | $19.44M | $15.52M | -$3.92M | -20.16% |
Taylor Jobe MKT Advisors LLC | 883 | $343,181.36 | $321,840.25 | -$21,341.11 | -6.22% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 35 | $12,875.82 | $12,592.71 | -$283.11 | -2.2% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 1,191 | $309,831.86 | $427,711.92 | $117,880.06 | 38.05% |
Derek Swedberg PACK Private Wealth LLC | 694 | $220,456.04 | $250,051.67 | $29,595.63 | 13.42% |
William Liberti Wealth Effects LLC | 6,552 | $1.88M | $2.35M | $468,633.37 | 24.92% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 575 | $232,248.88 | $203,601.75 | -$28,647.13 | -12.33% |
| RM Robert Macaulay Jmac Enterprises LLC | 678 | $215,373.48 | $247,185.24 | $31,811.76 | 14.77% |
Katherine Andersen Western Pacific Wealth Management LP | 125 | $46,468.75 | $45,155 | -$1,313.75 | -2.83% |
Jordan Szekely Cherrydale Wealth Management LLC | 1,675 | $454,460.49 | $603,050.25 | $148,589.76 | 32.7% |
Sara S. Alexander Sonora Investment Management Group LLC | 8,539 | $1.3M | $3.05M | $1.75M | 134.5% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,500 | $520,117.27 | $882,275 | $362,157.73 | 69.63% |
Nabeed Zaman Eagle Strategies LLC | 7,830 | $2.03M | $2.81M | $772,560.26 | 37.98% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 2,300 | $485,997 | $831,703 | $345,706 | 71.13% |
Caitlin Garner SC&H Financial Advisors Inc. | 581 | $257,820.03 | $208,500.56 | -$49,319.47 | -19.13% |
Bert Miller Miller Wealth Advisors LLC | 600 | $245,171.91 | $217,458 | -$27,713.91 | -11.3% |
M. Katherine Pieper Unionview LLC | 907 | $366,282.88 | $326,751.28 | -$39,531.6 | -10.79% |