| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beatriz Gutierrez Junco CV Advisors LLC | 11,589 | $1.49M | $1.8M | $307,870.77 | 20.61% |
| HP Hannah Perry Crestmont Private Wealth LLC | 2,337 | $269,033.11 | $357,654.46 | $88,621.35 | 32.94% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,053 | $1.07M | $1.25M | $180,449.95 | 16.84% |
Maree Sgro BG Investment Services Inc. | 2,178 | $238,887 | $330,250.14 | $91,363.14 | 38.25% |
Tina Tenret Tenret Co. LLC | 2,581 | $213,164.79 | $401,190.64 | $188,025.85 | 88.21% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 333 | $33,293.34 | $51,761.52 | $18,468.18 | 55.47% |
Spencer Rand Five Oceans Advisors | 1,934 | $208,801.34 | $300,620.96 | $91,819.62 | 43.97% |
S. Hardy Taylor Heritage Investment Group Inc. | 4,998 | $534,206.56 | $776,889.12 | $242,682.56 | 45.43% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 24,919 | $2.4M | $3.81M | $1.41M | 58.86% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 3,251 | $205,209.02 | $497,533.02 | $292,324 | 142.45% |
Katie Smith Delos Wealth Advisors LLC | 6,213 | $828,143.07 | $994,639.15 | $166,496.08 | 20.1% |
Kevin B. Crawford JB Capital LLC | 26,460 | $2.34M | $4.11M | $1.77M | 75.83% |
Richard Slavik Newbridge Financial Services Group Inc. | 15,877 | $1.79M | $2.54M | $748,293.25 | 41.72% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 3,277 | $360,974.72 | $509,376.88 | $148,402.16 | 41.11% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 4,879 | $557,011.45 | $758,391.76 | $201,380.31 | 36.15% |
Kurt Van Dyken Lifeworks Advisors LLC | 14,078 | $1.36M | $2.25M | $896,679.95 | 66.07% |
Adam J. Peck Riverwater Partners LLC | 2,822 | $345,293.39 | $451,773.97 | $106,480.58 | 30.84% |
| EJL Emery J. Levick US Asset Management LLC | 5,336 | $729,537.92 | $852,426 | $122,888.08 | 16.84% |
Rick Hurley Heirloom Wealth Management | 88,354 | $10.12M | $13.73M | $3.62M | 35.73% |
Kimberly Cappellano Private Wealth Asset Management LLC | 63,651 | $7.74M | $10.17M | $2.43M | 31.44% |