| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 1,990 | $411,462.36 | $577,179.6 | $165,717.24 | 40.28% |
Timothy J. Landolt Endowment Wealth Management Inc. | 801 | $228,749.57 | $230,992.38 | $2,242.81 | 0.98% |
Candace Cavalier Congress Wealth Management LLC / DE / | 111,313 | $19.6M | $32.21M | $12.61M | 64.34% |
Nicholas Shaheen FSA Advisors Inc. | 1,059 | $237,924.98 | $303,551.76 | $65,626.78 | 27.58% |
Matthew Watters Midwest Heritage Bank, FSB | 2,462 | $337,814.57 | $712,490.49 | $374,675.92 | 110.91% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 69 | $8,492.52 | $19,663.62 | $11,171.1 | 131.54% |
M. Katherine Pieper Unionview LLC | 1,445 | $207,630.74 | $418,695.97 | $211,065.23 | 101.65% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 31,972 | $4.35M | $9.25M | $4.91M | 112.9% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 41,251 | $8.87M | $11.99M | $3.12M | 35.25% |
Caroline Jankowski Operose Advisors LLC | 77 | $16,019.85 | $21,898.41 | $5,878.56 | 36.7% |
Kathryn Brown Morton Brown Family Wealth LLC | 45 | $7,257.15 | $12,849.97 | $5,592.82 | 77.07% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 19,535 | $2.66M | $5.7M | $3.04M | 114.18% |
W. Travis McKinney HB Wealth Management LLC | 4,757 | $959,272.16 | $1.39M | $429,771.84 | 44.8% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,228 | $462,451.28 | $635,793.22 | $173,341.94 | 37.48% |
| EM Erin Mccann Simplicity Wealth LLC | 4,917 | $1.4M | $1.43M | $21,905.28 | 1.56% |
Samuel Miller Kraft, Davis & Associates LLC | 76,376 | $11.59M | $21.98M | $10.39M | 89.61% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 3,662 | $403,635.72 | $1.07M | $665,778.14 | 164.95% |
Christopher M. Marks Sterling Investment Counsel LLC | 35,541 | $7.49M | $10.2M | $2.71M | 36.11% |
Scott Williams Investmark Advisory Group LLC | 1,697 | $222,831.69 | $489,805.11 | $266,973.42 | 119.81% |
Timothy Low Forte Asset Management LLC | 4,967 | $484,782.69 | $1.44M | $955,523.13 | 197.1% |