| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 792 | $29,993.04 | $33,834.24 | $3,841.2 | 12.81% |
Thomas Pappas Cottonwood Capital Advisors LLC | 31,385 | $878,264.46 | $1.33M | $454,185.71 | 51.71% |
Dominic Corabi Wedmont Private Capital | 12,836 | $459,680.44 | $545,530 | $85,849.56 | 18.68% |
Timothy J. Landolt Endowment Wealth Management Inc. | 6,826 | $195,950.21 | $292,767.14 | $96,816.93 | 49.41% |
Bill Ryan Manhattan West Asset Management LLC | 5,782 | $251,517 | $248,076.71 | -$3,440.29 | -1.37% |
Candace Cavalier Congress Wealth Management LLC / DE / | 53,288 | $2M | $2.26M | $264,574.92 | 13.24% |
Craig Kurth PCG Wealth Advisors LLC | 57,963 | $1.68M | $2.49M | $807,039.38 | 48.07% |
William Liberti Wealth Effects LLC | 14,196 | $354,626.1 | $609,576.24 | $254,950.14 | 71.89% |
M. Katherine Pieper Unionview LLC | 7,279 | $215,826.42 | $309,284.71 | $93,458.29 | 43.3% |
David Mailloux WealthCare Investment Partners LLC | 32,526 | $889,732.5 | $1.4M | $506,120.79 | 56.88% |
Loyd Stegent Stegent Equity Advisors Inc. | 19,991 | $593,696.39 | $848,318.08 | $254,621.69 | 42.89% |
Tyler Glazier New Millennium Group LLC | 5 | $152.3 | $214.82 | $62.52 | 41.05% |
Ana-Maria Ignat Covestor Ltd | 51 | $1,884.77 | $2,165.46 | $280.69 | 14.89% |
Sean Reitenbach Prosperity Consulting Group LLC | 80,812 | $2.82M | $3.47M | $654,197.69 | 23.21% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 17,032 | $455,185.42 | $723,178.72 | $267,993.3 | 58.88% |
Jeremy Baltz Raleigh Capital Management Inc. | 2 | $87.32 | $85.92 | -$1.4 | -1.6% |
Marc H. Stone Tyler-Stone Wealth Management | 7,857 | $283,365.71 | $337,536.72 | $54,171.01 | 19.12% |
Kristofer Gray Integrity Financial Corp. /WA | 2,364 | $59,061.22 | $101,557.44 | $42,496.22 | 71.95% |
Molly Crider Walker Asset Management LLC | 40,588 | $1.05M | $1.74M | $685,505.78 | 65.11% |
| CMD Chris M. Denholm Objective Capital Management LLC | 22,657 | $584,616.81 | $962,016.22 | $377,399.41 | 64.56% |