| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 151 | $18,875.29 | $23,761.36 | $4,886.07 | 25.89% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 2,216 | $312,225.2 | $348,621.12 | $36,395.92 | 11.66% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 3,467 | $490,545.83 | $545,428.44 | $54,882.61 | 11.19% |
| HPL Highlander Partners LP Highlander Partners LP | 2,360 | $200,316.8 | $370,850.4 | $170,533.6 | 85.13% |
| DC Dominic Corabi Wedmont Private Capital | 2,087 | $295,289.63 | $326,166.79 | $30,877.16 | 10.46% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 19,565 | $2.71M | $3.08M | $371,023.9 | 13.71% |
Candace Cavalier Congress Wealth Management LLC / DE / | 74,701 | $8.46M | $11.75M | $3.29M | 38.95% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 1,590 | $219,801.6 | $250,091.1 | $30,289.5 | 13.78% |
Matthew Watters Midwest Heritage Bank, FSB | 15,486 | $1.65M | $2.44M | $789,322.8 | 47.94% |
Jordan Szekely Cherrydale Wealth Management LLC | 10,717 | $1.14M | $1.67M | $536,217.9 | 47.09% |
| NZ Nabeed Zaman Eagle Strategies LLC | 1,883 | $211,851.1 | $296,299.46 | $84,448.36 | 39.86% |
Caitlin Garner SC&H Financial Advisors Inc. | 1,563 | $201,001.8 | $245,945.86 | $44,944.06 | 22.36% |
Jennifer Carlson Gould Capital LLC | 53 | $5,957.2 | $8,340.08 | $2,382.88 | 40% |
Caroline Jankowski Operose Advisors LLC | 87 | $9,987.75 | $13,694.67 | $3,706.92 | 37.11% |
Kathryn Brown Morton Brown Family Wealth LLC | 4 | $470 | $629.8 | $159.8 | 34% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 2,160 | $196,905.6 | $340,005.6 | $143,100 | 72.67% |
| HKM Heather K. Mellem P/E Global LLC | 1.45M | $160.41M | $227.71M | $67.29M | 41.95% |
| WTM W. Travis McKinney HB Wealth Management LLC | 85,709 | $10.5M | $13.4M | $2.9M | 27.57% |
Mark Perrault Intergy Private Wealth LLC | 32,909 | $2.69M | $5.1M | $2.41M | 89.76% |
| RM Russell Mohberg Regatta Capital Group LLC | 4,239 | $376,699.32 | $663,890.98 | $287,191.66 | 76.24% |