| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KC Kasey Cook Maripau Wealth Management LLC | 13,845 | $575,027.7 | $684,566.02 | $109,538.32 | 19.05% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 101,203 | $4.4M | $4.99M | $591,050.28 | 13.43% |
Ryan Charles Stout Theory Financial LLC | 46,213 | $1.92M | $2.29M | $374,300.63 | 19.53% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 296,803 | $14.54M | $14.71M | $168,846.27 | 1.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 64,041 | $2.89M | $3.16M | $269,223.32 | 9.31% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 79,233 | $3.39M | $3.9M | $510,155.82 | 15.04% |
Taylor Jobe MKT Advisors LLC | 10,215 | $511,362.91 | $504,110.25 | -$7,252.66 | -1.42% |
Clint Dunn Beaird Harris Wealth Management LLC | 875 | $43,802.5 | $42,735 | -$1,067.5 | -2.44% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,279 | $214,206.74 | $209,221.7 | -$4,985.04 | -2.33% |
Morgan Christen Spinnaker Investment Group LLC | 7,614 | $378,758.85 | $374,228.1 | -$4,530.75 | -1.2% |
Jeremy Baltz Raleigh Capital Management Inc. | 18,727 | $782,439.62 | $914,626.68 | $132,187.06 | 16.89% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 11,594 | $486,894.64 | $569,961.04 | $83,066.4 | 17.06% |
Dalila Toledo Ascent Group LLC | 472,934 | $19.44M | $23.08M | $3.64M | 18.71% |
| EM Erin Mccann Simplicity Wealth LLC | 77,482 | $3.35M | $3.82M | $469,111.76 | 13.98% |
Patrick O'Connell Security Financial Services Inc. | 158,774 | $6.52M | $7.82M | $1.3M | 19.93% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 10,814 | $480,866.34 | $528,372.04 | $47,505.7 | 9.88% |
Jaimie Palmer Beacon Capital Management LLC | 92,787 | $4.5M | $4.59M | $92,479.91 | 2.06% |
Mark Fiskio Empirical Asset Management LLC | 4,164 | $208,449.84 | $203,786.58 | -$4,663.26 | -2.24% |
Timothy Gerlach Novem Group | 9,677 | $487,430 | $473,593.35 | -$13,836.65 | -2.84% |
Jim Clark Worth Asset Management LLC | 9,751 | $424,380.36 | $489,402.69 | $65,022.33 | 15.32% |