| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,016 | $225,519 | $267,765.12 | $42,246.12 | 18.73% |
Brian Dechow SWAN Capital LLC | 95 | $6,812.47 | $12,615.05 | $5,802.58 | 85.18% |
Loni Adams Daymark Wealth Partners LLC | 3,262 | $377,321.93 | $433,748.14 | $56,426.21 | 14.95% |
Belena Vincetti Fortis Capital Advisors LLC | 4,206 | $551,048.66 | $559,902.72 | $8,854.06 | 1.61% |
Jeffrey D. Munjack JDM Financial Group LLC | 60 | $5,388 | $8,005.8 | $2,617.8 | 48.59% |
Patrick D. Hayes Canopy Partners LLC | 2,471 | $222,580.5 | $329,668.46 | $107,087.96 | 48.11% |
Sheryl Stephens Stephens Consulting LLC | 681 | $47,237.26 | $90,409.55 | $43,172.29 | 91.39% |
Sue Oleari Trifecta Capital Advisors LLC | 21 | $2,359 | $2,787.33 | $428.33 | 18.16% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 17,607 | $1.98M | $2.34M | $366,818.04 | 18.55% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 2,428 | $235,752.93 | $330,984.96 | $95,232.03 | 40.39% |
Moises Valladares Insigneo Advisory Services LLC | 9,173 | $681,680.77 | $1.22M | $542,777.13 | 79.62% |
Ashley Buboltz Moran Wealth Management LLC | 34,375 | $2.4M | $4.56M | $2.17M | 90.36% |
David Smith Linden Thomas Advisory Services LLC | 2,101 | $247,064.97 | $278,750.17 | $31,685.2 | 12.82% |
Paul B. Ordonio Park Place Capital Corp. | 316 | $35,493.12 | $41,633 | $6,139.88 | 17.3% |
Sheila J. Lindsay Bensler LLC | 31,614 | $4.14M | $4.25M | $109,085.6 | 2.63% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,662 | $173,050.76 | $487,595.3 | $314,544.54 | 181.76% |
Kevin Kroskey True Wealth Design LLC | 97 | $12,827.61 | $12,916.52 | $88.91 | 0.69% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 1,839 | $238,069.17 | $244,642.17 | $6,573 | 2.76% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 10,592 | $414,595.03 | $1.44M | $1.02M | 246.49% |
| PIL PFG Investments LLC PFG Investments LLC | 22,222 | $1.05M | $2.95M | $1.9M | 180.43% |