| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 846 | $260,910.81 | $309,009.97 | $48,099.16 | 18.44% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,364 | $323,649.92 | $491,381 | $167,731.08 | 51.82% |
Timothy Carne SFG Wealth Management LLC | 13,096 | $2.31M | $4.78M | $2.47M | 106.74% |
Christopher Clancy Global Wealth Strategies & Associates | 1,650 | $316,987 | $586,344 | $269,357 | 84.97% |
Christopher Schurmann Summit Investment Advisory Services LLC | 1,053 | $291,640.06 | $379,606.5 | $87,966.44 | 30.16% |
Kristofer Gray Integrity Financial Corp. /WA | 114 | $44,534.1 | $40,463.73 | -$4,070.37 | -9.14% |
Samuel Miller Kraft, Davis & Associates LLC | 957 | $193,141.74 | $341,715.99 | $148,574.25 | 76.92% |
Adam Grossman Mayport LLC | 960 | $227,788.8 | $343,468.8 | $115,680 | 50.78% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,512 | $590,662.78 | $537,584.04 | -$53,078.74 | -8.99% |
CJ Harrison DecisionPoint Financial LLC | 370 | $139,405 | $134,683.7 | -$4,721.3 | -3.39% |
Drew Phillips Fortitude Family Office LLC | 1,000 | $201,820 | $364,010 | $162,190 | 80.36% |
Morgan Carter RFP Financial Group LLC | 906 | $354,063 | $326,590.35 | -$27,472.65 | -7.76% |
Michael Snyder Beaumont Financial Advisors LLC | 30,309 | $11.84M | $10.75M | -$1.09M | -9.22% |
Bepin Serraj Richard W. Paul & Associates LLC | 284 | $55,451.08 | $100,805.8 | $45,354.72 | 81.79% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,116 | $183,185.76 | $396,553.86 | $213,368.1 | 116.48% |
Jill Batley Gateway Wealth Partners LLC | 512 | $200,017 | $180,126.72 | -$19,890.28 | -9.94% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 855 | $237,587.4 | $302,652.9 | $65,065.5 | 27.39% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,350 | $375,138 | $483,516 | $108,378 | 28.89% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 73 | $9,368.6 | $26,606.31 | $17,237.71 | 183.99% |
Annmarie Young KPP Advisory Services LLC | 9,562 | $2.56M | $3.39M | $828,360.48 | 32.34% |