| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rick Hurley Heirloom Wealth Management | 104,631 | $11.46M | $13.35M | $1.89M | 16.53% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,954 | $180,511 | $256,482.04 | $75,971.04 | 42.09% |
Andrew Endelman Independent Wealth Network Inc. | 2,331 | $260,559.18 | $297,435.6 | $36,876.42 | 14.15% |
Larry Herold Herold Advisors Inc. | 84,322 | $7.49M | $10.76M | $3.27M | 43.73% |
Alexander Eichhorn Tanager Wealth Management LLP | 175,042 | $16.97M | $22.34M | $5.37M | 31.64% |
Bobby Adusumilli SJS Investment Consulting Inc. | 140,466 | $14.47M | $17.92M | $3.46M | 23.89% |
Marc Dacanay Geometric Wealth Advisors | 445,778 | $42.45M | $58.51M | $16.07M | 37.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,155 | $342,950.98 | $417,942.85 | $74,991.87 | 21.87% |
Jonathan Davison Austin Asset Management Co. Inc. | 3,299 | $320,798.07 | $420,952.4 | $100,154.33 | 31.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 176,933 | $18.43M | $22.58M | $4.15M | 22.5% |
| JPM Justin P. Mason Keb Asset Management LLC | 7,049 | $678,386.14 | $899,452.4 | $221,066.26 | 32.59% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 192,534 | $21.52M | $24.57M | $3.05M | 14.15% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 4,851 | $302,459.85 | $618,987.6 | $316,527.75 | 104.65% |
Dominic Corabi Wedmont Private Capital | 92,022 | $5.96M | $11.74M | $5.78M | 96.99% |
| DR Dori Riddle DBK Financial Counsel LLC | 7,782 | $708,183.49 | $992,983.2 | $284,799.71 | 40.22% |
Stanley D. Royer Claris Advisors LLC / Mo / | 3,087 | $311,328.18 | $393,901.2 | $82,573.02 | 26.52% |
Matt Shibata Morling Financial Advisors LLC | 54,499 | $3.79M | $6.95M | $3.17M | 83.69% |
Craig Kurth PCG Wealth Advisors LLC | 2,301 | $250,118.7 | $293,607.6 | $43,488.9 | 17.39% |
Barry Oliver Capital Performance Advisors LLP | 23,542 | $1.76M | $3.12M | $1.36M | 77.14% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 13,438 | $1.52M | $1.71M | $197,772.94 | 13.04% |