| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sam Sweitzer Anson Capital Inc. | 732 | $208,839.6 | $260,057.64 | $51,218.04 | 24.53% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,481 | $1.38M | $1.59M | $204,881.4 | 14.81% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1,816 | $484,213.02 | $644,407.6 | $160,194.58 | 33.08% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 13,968 | $3.49M | $4.95M | $1.47M | 42.06% |
Katherine Andersen Western Pacific Wealth Management LP | 875 | $261,493.75 | $307,895 | $46,401.25 | 17.74% |
Nabeed Zaman Eagle Strategies LLC | 4,859 | $1.21M | $1.71M | $497,361.72 | 41.02% |
Caitlin Garner SC&H Financial Advisors Inc. | 32,349 | $7.43M | $11.46M | $4.04M | 54.36% |
M. Katherine Pieper Unionview LLC | 2,081 | $364,633.25 | $738,786.21 | $374,152.96 | 102.61% |
Jason Whitby Stone Summit Wealth LLC | 7,704 | $1.7M | $2.73M | $1.03M | 60.31% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 922 | $211,093.22 | $326,844.39 | $115,751.17 | 54.83% |
David Mailloux WealthCare Investment Partners LLC | 1,461 | $396,913.9 | $518,443.15 | $121,529.25 | 30.62% |
Clint Dunn Beaird Harris Wealth Management LLC | 526 | $103,344.43 | $185,052.06 | $81,707.63 | 79.06% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 908 | $201,026.92 | $323,207.14 | $122,180.22 | 60.78% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,076 | $879,603.05 | $1.08M | $202,373.77 | 23.01% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 3,153 | $687,826.95 | $1.12M | $434,294.25 | 63.14% |
Caroline Jankowski Operose Advisors LLC | 17 | $4,243.54 | $5,979.58 | $1,736.04 | 40.91% |
Brian Ramsay Wealthspan Partners LLC | 926 | $224,034.78 | $329,637.48 | $105,602.7 | 47.14% |
John Gorlow Cardiff Park Advisors LLC | 10,358 | $2.08M | $3.66M | $1.58M | 75.98% |
Eric Lai Archvest Wealth Advisors Inc. | 1,406 | $442,725.24 | $500,064.99 | $57,339.75 | 12.95% |
| CB Catherine Bluvol Next Level Private LLC | 1,031 | $209,955.47 | $367,005.07 | $157,049.6 | 74.8% |