| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 4,826 | $400,288.55 | $581,677.78 | $181,389.23 | 45.31% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,574 | $86,994.98 | $192,563.16 | $105,568.18 | 121.35% |
| MRC Martin R. Curiel MYECFO, LLC | 7,584 | $565,272.71 | $959,224.32 | $393,951.61 | 69.69% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 3,410 | $415,989.02 | $418,918.5 | $2,929.48 | 0.7% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 65,270 | $5.86M | $7.94M | $2.08M | 35.53% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 4,480 | $251,290.91 | $548,665.6 | $297,374.69 | 118.34% |
Bradley H. Owens LJI Wealth Management, LLC | 4,500 | $377,100.4 | $569,160 | $192,059.6 | 50.93% |
Annmarie Young KPP Advisory Services LLC | 1,763 | $210,714 | $216,584.55 | $5,870.55 | 2.79% |
Lars Phillips RAM Investment Partners, LLC | 9,066 | $601,362.92 | $1.11M | $512,395.18 | 85.21% |
Thomas Healy PFW Advisors LLC | 3,736 | $231,277.44 | $458,967.6 | $227,690.16 | 98.45% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,152 | $257,207 | $272,184.96 | $14,977.96 | 5.82% |
Thomas Dobbins New Republic Capital, LLC | 2,584 | $243,472.23 | $317,444.4 | $73,972.17 | 30.38% |
Norden Group LLC NORDEN GROUP LLC | 8,448 | $736,826.11 | $1.02M | $281,326.85 | 38.18% |
Bradley Harsch Strategic Advocates LLC | 321 | $30,155.76 | $40,600.08 | $10,444.32 | 34.63% |
Peter Sigismondi Ramirez Asset Management, Inc. | 416 | $38,824.86 | $51,105.6 | $12,280.74 | 31.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 174,513 | $15.66M | $21.44M | $5.78M | 36.94% |
Peter David N Soliman Second Line Capital, LLC | 4,657 | $406,183.54 | $589,017.36 | $182,833.82 | 45.01% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 20,000 | $2.22M | $2.43M | $209,950.67 | 9.46% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 80,673 | $4.84M | $9.83M | $4.99M | 103.14% |
Ryan Payne Payne Capital Management, LLC | 5,104 | $346,040.99 | $619,676.64 | $273,635.65 | 79.08% |