| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 21,795 | $1.09M | $1.52M | $425,480.84 | 39.05% |
Thomas Pappas Cottonwood Capital Advisors LLC | 35,213 | $1.73M | $2.45M | $721,031.62 | 41.75% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,434 | $490,767.18 | $586,314.81 | $95,547.63 | 19.47% |
Barry Oliver Capital Performance Advisors LLP | 13,447 | $812,736.68 | $989,215.11 | $176,478.43 | 21.71% |
| RS Radon Stancil POM Investment Strategies LLC | 15 | $885.9 | $1,042.77 | $156.87 | 17.71% |
M. Katherine Pieper Unionview LLC | 93,717 | $4.5M | $6.52M | $2.01M | 44.71% |
Caroline Jankowski Operose Advisors LLC | 389 | $19,127.13 | $28,470.91 | $9,343.78 | 48.85% |
Lonny Elfenbein West Michigan Advisors LLC | 7,513 | $404,779.69 | $522,288.73 | $117,509.04 | 29.03% |
Bill McVay Red Tortoise LLC | 401 | $23,763.26 | $27,876.72 | $4,113.46 | 17.31% |
Michael Hackman HFG Advisors Inc. | 144,740 | $7.16M | $10.51M | $3.35M | 46.75% |
Marc H. Stone Tyler-Stone Wealth Management | 4,882 | $262,261.04 | $339,386.88 | $77,125.84 | 29.41% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 8,969 | $532,645.41 | $623,506.94 | $90,861.53 | 17.06% |
Timothy Gerlach Novem Group | 5,756 | $339,990.41 | $400,145.61 | $60,155.2 | 17.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,417 | $1.16M | $1.63M | $465,800.41 | 40.08% |
Benjamin Cauley Carr Financial Group Corp. | 8,234 | $512,040.77 | $572,411.21 | $60,370.44 | 11.79% |
| TL Tradewinds LLC Tradewinds LLC | 1,317 | $79,599.48 | $96,883.79 | $17,284.31 | 21.71% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,161 | $68,568.93 | $80,710.4 | $12,141.47 | 17.71% |
Mariana Coli Dunhill Financial LLC | 473 | $28,277.89 | $34,330.34 | $6,052.45 | 21.4% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,875 | $366,065.49 | $547,454.25 | $181,388.76 | 49.55% |
Loni Adams Daymark Wealth Partners LLC | 59,502 | $3.56M | $4.14M | $571,969.76 | 16.05% |