| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 101,203 | $4.4M | $4.92M | $521,220.21 | 11.84% |
Ryan Charles Stout Theory Financial LLC | 46,213 | $1.92M | $2.25M | $331,784.67 | 17.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 296,803 | $14.54M | $15.05M | $510,169.72 | 3.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 38,904 | $1.66M | $1.89M | $229,284.35 | 13.78% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 79,233 | $3.39M | $4.02M | $626,628.33 | 18.47% |
Taylor Jobe MKT Advisors LLC | 10,215 | $511,362.91 | $496,959.75 | -$14,403.16 | -2.82% |
Clint Dunn Beaird Harris Wealth Management LLC | 875 | $43,802.5 | $42,568.75 | -$1,233.75 | -2.82% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,279 | $214,206.74 | $214,763.01 | $556.27 | 0.26% |
Morgan Christen Spinnaker Investment Group LLC | 5,434 | $272,026.05 | $264,364.1 | -$7,661.95 | -2.82% |
Jeremy Baltz Raleigh Capital Management Inc. | 18,727 | $782,439.62 | $911,068.55 | $128,628.93 | 16.44% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 11,594 | $486,894.64 | $588,047.68 | $101,153.04 | 20.78% |
Dalila Toledo Ascent Group LLC | 470,463 | $19.32M | $22.89M | $3.57M | 18.49% |
| EM Erin Mccann Simplicity Wealth LLC | 77,482 | $3.35M | $3.9M | $547,368.58 | 16.32% |
Patrick O'Connell Security Financial Services Inc. | 158,774 | $6.52M | $7.72M | $1.21M | 18.49% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 8,079 | $346,960.74 | $393,043.35 | $46,082.61 | 13.28% |
Jaimie Palmer Beacon Capital Management LLC | 92,787 | $4.5M | $4.51M | $18,714.25 | 0.42% |
Mark Fiskio Empirical Asset Management LLC | 4,164 | $208,449.84 | $209,241 | $791.16 | 0.38% |
Timothy Gerlach Novem Group | 9,677 | $487,430 | $470,786.05 | -$16,643.95 | -3.41% |
Jim Clark Worth Asset Management LLC | 7,951 | $336,414.36 | $386,816.15 | $50,401.79 | 14.98% |
Angela Cox W Advisors LLC | 17,196 | $720,377.76 | $836,585.4 | $116,207.64 | 16.13% |