| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 12,646 | $451,321.44 | $556,044.62 | $104,723.18 | 23.2% |
Timothy J. Landolt Endowment Wealth Management Inc. | 6,826 | $195,373.97 | $296,453.18 | $101,079.21 | 51.74% |
Bill Ryan Manhattan West Asset Management LLC | 5,782 | $245,850.64 | $253,020.32 | $7,169.68 | 2.92% |
Candace Cavalier Congress Wealth Management LLC / DE / | 53,420 | $2M | $2.35M | $346,161.6 | 17.28% |
Craig Kurth PCG Wealth Advisors LLC | 56,614 | $1.62M | $2.49M | $869,005.39 | 53.63% |
William Liberti Wealth Effects LLC | 14,196 | $354,621.2 | $616,532.28 | $261,911.08 | 73.86% |
M. Katherine Pieper Unionview LLC | 7,279 | $215,826.42 | $320,057.63 | $104,231.21 | 48.29% |
David Mailloux WealthCare Investment Partners LLC | 32,526 | $889,732.5 | $1.41M | $524,172.72 | 58.91% |
Loyd Stegent Stegent Equity Advisors Inc. | 19,991 | $593,696.39 | $879,004.27 | $285,307.88 | 48.06% |
Tyler Glazier New Millennium Group LLC | 5 | $152.3 | $219.85 | $67.55 | 44.35% |
Ana-Maria Ignat Covestor Ltd | 51 | $1,880.85 | $2,214.93 | $334.08 | 17.76% |
Sean Reitenbach Prosperity Consulting Group LLC | 80,812 | $2.82M | $3.56M | $746,181.81 | 26.5% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 17,032 | $455,185.42 | $748,897.04 | $293,711.62 | 64.53% |
Jeremy Baltz Raleigh Capital Management Inc. | 2 | $87.32 | $87.94 | $0.62 | 0.71% |
Marc H. Stone Tyler-Stone Wealth Management | 7,514 | $270,499.78 | $330,390.58 | $59,890.8 | 22.14% |
Kristofer Gray Integrity Financial Corp. /WA | 2,364 | $59,059.26 | $103,945.08 | $44,885.82 | 76% |
Molly Crider Walker Asset Management LLC | 41,436 | $1.07M | $1.82M | $747,235.14 | 69.53% |
| CMD Chris M. Denholm Objective Capital Management LLC | 22,647 | $584,206.91 | $995,788.59 | $411,581.68 | 70.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 35,856 | $956,377.23 | $1.58M | $620,211.09 | 64.85% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 19,968 | $592,505.76 | $880,189.44 | $287,683.68 | 48.55% |