| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Ungar BlackDiamond Wealth Management LLC | 25,493 | $2.79M | $3.21M | $424,939.93 | 15.25% |
Dominic Corabi Wedmont Private Capital | 2,869 | $295,345.81 | $348,382.67 | $53,036.86 | 17.96% |
Candace Cavalier Congress Wealth Management LLC / DE / | 12,000 | $1.2M | $1.46M | $257,160 | 21.43% |
Nicholas Shaheen FSA Advisors Inc. | 3,517 | $393,689.61 | $446,096.28 | $52,406.67 | 13.31% |
John Flavin Aspire Capital Advisors LLC | 3,355 | $321,305.03 | $418,083.32 | $96,778.29 | 30.12% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 42,403 | $4.73M | $5.37M | $648,353.56 | 13.72% |
| RS Radon Stancil POM Investment Strategies LLC | 1,893 | $224,218.01 | $229,866.99 | $5,648.98 | 2.52% |
Shaun Peterson Peterson Wealth Services | 960 | $104,798.64 | $116,572.8 | $11,774.16 | 11.24% |
Matthew Watters Midwest Heritage Bank, FSB | 2,807 | $248,789.73 | $340,854.01 | $92,064.28 | 37% |
Seth Scher Matrix Private Capital Group LLC | 2,762 | $307,603.94 | $350,083.5 | $42,479.56 | 13.81% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,685 | $268,030.6 | $326,039.55 | $58,008.95 | 21.64% |
Nabeed Zaman Eagle Strategies LLC | 83,534 | $9.52M | $10.14M | $625,393.31 | 6.57% |
Jason Whitby Stone Summit Wealth LLC | 22,193 | $2.36M | $2.69M | $335,830.12 | 14.24% |
Clint Dunn Beaird Harris Wealth Management LLC | 495 | $61,587.9 | $60,107.85 | -$1,480.05 | -2.4% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 41,480 | $4.55M | $5.23M | $684,265.3 | 15.04% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 94,155 | $8.79M | $11.43M | $2.65M | 30.14% |
Penny A. Phillips Journey Strategic Wealth LLC | 36,107 | $3.34M | $4.38M | $1.04M | 31.18% |
Tyler Glazier New Millennium Group LLC | 33 | $3,195.39 | $4,007.19 | $811.8 | 25.41% |
Caroline Jankowski Operose Advisors LLC | 83 | $9,452.56 | $10,527.72 | $1,075.16 | 11.37% |
John Gorlow Cardiff Park Advisors LLC | 11,267 | $1.21M | $1.43M | $221,377.04 | 18.35% |