| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 2,695 | $769,639 | $773,438.02 | $3,799.02 | 0.49% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,339 | $300,832.71 | $361,663.91 | $60,831.2 | 20.22% |
Kurt Van Dyken Lifeworks Advisors LLC | 56,502 | $10.29M | $16.53M | $6.24M | 60.64% |
Jodi Greenlund Financial Council LLC | 1,036 | $204,319.92 | $279,823.61 | $75,503.69 | 36.95% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,691 | $311,551.66 | $456,739.12 | $145,187.46 | 46.6% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 239 | $68,253.62 | $69,357.8 | $1,104.18 | 1.62% |
Andrew Endelman Independent Wealth Network Inc. | 2,206 | $408,813.76 | $595,840.62 | $187,026.86 | 45.75% |
Matthew Liebman Amplius Wealth Advisors LLC | 983 | $280,725.13 | $265,508.31 | -$15,216.82 | -5.42% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,001 | $4.15M | $5.56M | $1.4M | 33.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,711 | $890,339.39 | $1.27M | $382,101.76 | 42.92% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 836 | $238,744.87 | $225,803.61 | -$12,941.26 | -5.42% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 1,459 | $213,339.07 | $394,075.91 | $180,736.84 | 84.72% |
Dominic Corabi Wedmont Private Capital | 1,628 | $301,476.28 | $439,722.82 | $138,246.54 | 45.86% |
Timothy J. Landolt Endowment Wealth Management Inc. | 801 | $228,749.57 | $228,853.7 | $104.13 | 0.05% |
Candace Cavalier Congress Wealth Management LLC / DE / | 147,933 | $25.67M | $39.96M | $14.28M | 55.63% |
Nicholas Shaheen FSA Advisors Inc. | 1,059 | $237,924.98 | $307,321.8 | $69,396.82 | 29.17% |
Matthew Watters Midwest Heritage Bank, FSB | 2,462 | $337,814.57 | $664,986.22 | $327,171.65 | 96.85% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 69 | $8,492.52 | $18,636.9 | $10,144.38 | 119.45% |
M. Katherine Pieper Unionview LLC | 1,445 | $207,630.74 | $390,294.51 | $182,663.77 | 87.98% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 31,972 | $4.35M | $8.64M | $4.29M | 98.66% |