| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,148 | $520,752.14 | $554,549.6 | $33,797.46 | 6.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 502 | $42,384.27 | $45,255.3 | $2,871.03 | 6.77% |
Matthew B. Boersen Straight Path Wealth Management | 2,446 | $205,610.76 | $220,592.51 | $14,981.75 | 7.29% |
| DC Dominic Corabi Wedmont Private Capital | 3,151 | $265,455.6 | $284,519.54 | $19,063.94 | 7.18% |
Candace Cavalier Congress Wealth Management LLC / DE / | 53,167 | $3.55M | $4.8M | $1.25M | 35.28% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 37,514 | $2.82M | $3.41M | $590,240.21 | 20.94% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 18,304 | $1.32M | $1.65M | $333,227.17 | 25.3% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,037 | $83,336.56 | $93,558.14 | $10,221.58 | 12.27% |
John Gorlow Cardiff Park Advisors LLC | 4,444 | $335,814.1 | $400,937.68 | $65,123.58 | 19.39% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 25,802 | $2.36M | $2.33M | -$30,962.4 | -1.31% |
Kelly Kaczmarczyk Dravo Bay LLC | 3,785 | $322,310.68 | $341,482.7 | $19,172.02 | 5.95% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 2,621 | $184,528.34 | $236,466.62 | $51,938.28 | 28.15% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 5,087 | $427,613.22 | $458,949.14 | $31,335.92 | 7.33% |
| WTM W. Travis McKinney HB Wealth Management LLC | 17,677 | $1.29M | $1.59M | $299,226.68 | 23.16% |
Dalila Toledo Ascent Group LLC | 127,199 | $10.69M | $11.45M | $759,378.03 | 7.1% |
Michael Byun SageView Advisory Group LLC | 20,112 | $1.54M | $1.81M | $266,307.94 | 17.24% |
Kristofer Gray Integrity Financial Corp. /WA | 141 | $10,824.57 | $12,691.41 | $1,866.84 | 17.25% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 3,361 | $257,181.31 | $302,590.83 | $45,409.52 | 17.66% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,744 | $555,667.75 | $697,424.64 | $141,756.89 | 25.51% |
Mark Fiskio Empirical Asset Management LLC | 9,267 | $643,113.03 | $834,308.01 | $191,194.98 | 29.73% |