| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 17 | $5,634.31 | $5,603.54 | -$30.77 | -0.55% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 142 | $40,836 | $46,806.04 | $5,970.04 | 14.62% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,726 | $3.18M | $3.54M | $359,099.78 | 11.31% |
| JG John Ginter Callan Family Office LLC | 219,190 | $65.83M | $74.69M | $8.86M | 13.46% |
Jeffrey D. Munjack JDM Financial Group LLC | 59 | $10,133.25 | $20,179.04 | $10,045.79 | 99.14% |
Bree Pate Olisti Co. Wealth LLC | 6 | $1,802 | $1,977.72 | $175.72 | 9.75% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 611 | $202,639 | $201,397.82 | -$1,241.18 | -0.61% |
Jesse Haller Compass Financial Group Inc./SD | 4,665 | $801,000 | $1.54M | $736,677.3 | 91.97% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 150 | $43,136 | $49,443 | $6,307 | 14.62% |
David Gutierrez Gutierrez Wealth Advisory LLC | 789 | $226,896 | $260,070.18 | $33,174.18 | 14.62% |
Courtney Holt Compound Planning, Inc. | 1,066 | $237,906.21 | $351,374.92 | $113,468.71 | 47.69% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 1,191 | $316,939.42 | $407,094.16 | $90,154.74 | 28.45% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,126 | $918,479.01 | $1.03M | $111,913.11 | 12.18% |
Alisha Arvold Christopher J. Hasenberg, Inc | 12,886 | $2.96M | $4.25M | $1.29M | 43.71% |
Thomas Dobbins New Republic Capital, LLC | 1,243 | $344,018.62 | $422,222.23 | $78,203.61 | 22.73% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 2,505 | $498,247.88 | $825,698.1 | $327,450.22 | 65.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,947 | $794,199.77 | $971,390.14 | $177,190.37 | 22.31% |
Kevin Orr Centennial Bank/AR/ | 4,661 | $1.24M | $1.59M | $356,770.01 | 28.84% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,350 | $1.55M | $1.76M | $215,375.07 | 13.91% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,645 | $396,626.4 | $542,224.9 | $145,598.5 | 36.71% |