| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Smith Linden Thomas Advisory Services LLC | 12,291 | $822,654.83 | $1.12M | $293,798.15 | 35.71% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,663 | $242,288.12 | $242,119.96 | -$168.16 | -0.07% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 5,625 | $350,189.67 | $511,059.37 | $160,869.7 | 45.94% |
Paul B. Ordonio Park Place Capital Corp. | 10,487 | $954,107.26 | $933,028.39 | -$21,078.87 | -2.21% |
| SM Sarah Moore BOS Asset Management LLC | 6,279 | $410,751.25 | $568,657.63 | $157,906.38 | 38.44% |
Kevin Kroskey True Wealth Design LLC | 322 | $23,463.35 | $28,493.78 | $5,030.43 | 21.44% |
Jill Batley Gateway Wealth Partners LLC | 2,761 | $251,230.65 | $250,698.8 | -$531.85 | -0.21% |
| PIL PFG Investments LLC PFG Investments LLC | 4,285 | $284,841.11 | $380,893.65 | $96,052.54 | 33.72% |
| JC Jared Calvert Buck Wealth Strategies LLC | 260 | $20,218 | $23,197.2 | $2,979.2 | 14.74% |
| KB Kyle Bubeck TrueMark Investments LLC | 63,599 | $4.8M | $5.76M | $960,298.27 | 20% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 8,862 | $579,752.36 | $805,998.9 | $226,246.54 | 39.02% |
Alexandra Stickelman Root Financial Partners, LLC | 2,806 | $191,378.75 | $255,205.7 | $63,826.95 | 33.35% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 3,203 | $291,409 | $290,864.43 | -$544.57 | -0.19% |
Staci Compagno Portside Wealth Group, LLC | 8,243 | $568,495.59 | $749,618.42 | $181,122.83 | 31.86% |
Courtney Holt Compound Planning, Inc. | 11,708 | $765,937.55 | $1.04M | $275,371.97 | 35.95% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 2,604 | $170,353.68 | $237,849.36 | $67,495.68 | 39.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 98 | $7,280.31 | $8,734.74 | $1,454.43 | 19.98% |
Ian Wang Plato Investment Management Ltd | 17,447 | $1.63M | $1.59M | -$40,101.43 | -2.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,832 | $517,462.83 | $606,681.6 | $89,218.77 | 17.24% |
Thomas Dobbins New Republic Capital, LLC | 3,232 | $215,665.81 | $293,788.8 | $78,122.99 | 36.22% |