| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 83,538 | $3.22M | $4.34M | $1.12M | 34.84% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 10,364 | $452,984.81 | $541,104.44 | $88,119.63 | 19.45% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 16,167 | $758,760.51 | $840,279.82 | $81,519.31 | 10.74% |
William Liberti Wealth Effects LLC | 10,694 | $444,959.89 | $558,333.74 | $113,373.85 | 25.48% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 581 | $27,980.96 | $30,482.16 | $2,501.2 | 8.94% |
Nabeed Zaman Eagle Strategies LLC | 162,460 | $7.95M | $8.55M | $601,779.75 | 7.57% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 2,000 | $82,335.74 | $104,420 | $22,084.26 | 26.82% |
| HGL Herbst Group LLC Herbst Group LLC | 76,619 | $3.11M | $3.98M | $870,612.5 | 27.97% |
Caroline Jankowski Operose Advisors LLC | 12,980 | $507,308.72 | $678,464.6 | $171,155.88 | 33.74% |
Samantha Pierangeli City State Bank | 837 | $40,117.26 | $43,883.91 | $3,766.65 | 9.39% |
Suzanne Hammer 5th Street Advisors LLC | 140,877 | $7.17M | $7.33M | $152,674.21 | 2.13% |
W. Travis McKinney HB Wealth Management LLC | 8,674 | $392,658.98 | $450,267.34 | $57,608.36 | 14.67% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 16,280 | $767,221.23 | $849,978.8 | $82,757.57 | 10.79% |
Timothy R. Guthrie Bullseye Investment Management LLC | 24,312 | $1.15M | $1.27M | $119,390.63 | 10.36% |
Marc H. Stone Tyler-Stone Wealth Management | 22,527 | $922,753.76 | $1.18M | $254,957.8 | 27.63% |
| EM Erin Mccann Simplicity Wealth LLC | 8,684 | $456,996.2 | $452,038.67 | -$4,957.53 | -1.08% |
Christopher Schurmann Summit Investment Advisory Services LLC | 8,194 | $399,658.52 | $426,169.94 | $26,511.42 | 6.63% |
Molly Crider Walker Asset Management LLC | 9,808 | $343,061.67 | $511,977.6 | $168,915.93 | 49.24% |
| CMD Chris M. Denholm Objective Capital Management LLC | 4,416 | $232,458.24 | $229,543.68 | -$2,914.56 | -1.25% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 21,983 | $1.06M | $1.15M | $87,376.95 | 8.22% |