| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 136,607 | $15.94M | $20.05M | $4.11M | 25.81% |
Lynn A. Jackson Dopkins Wealth Management LLC | 17,895 | $2.03M | $2.63M | $600,772.5 | 29.6% |
Candace Cavalier Congress Wealth Management LLC / DE / | 41,739 | $4.77M | $6.13M | $1.36M | 28.6% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 20,148 | $2.35M | $2.96M | $604,491.56 | 25.68% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 17 | $1,594.77 | $2,497.72 | $902.95 | 56.62% |
Caitlin Garner SC&H Financial Advisors Inc. | 3,935 | $374,375.9 | $577,658 | $203,282.1 | 54.3% |
Amir Ali Monsefi Aire Advisors LLC | 3,500 | $403,130 | $515,410 | $112,280 | 27.85% |
Dave Reichert Echo45 Advisors LLC | 1,680 | $245,901.6 | $247,581.6 | $1,680 | 0.68% |
Eric Lai Archvest Wealth Advisors Inc. | 21,764 | $2.72M | $3.21M | $481,854.96 | 17.69% |
D. Patrick Franklin First International Bank & Trust | 3,623 | $344,692.22 | $532,581 | $187,888.78 | 54.51% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,530 | $217,091.7 | $222,921 | $5,829.3 | 2.69% |
Bill McVay Red Tortoise LLC | 45 | $5,956.65 | $6,564.6 | $607.95 | 10.21% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 77,927 | $7.61M | $11.47M | $3.86M | 50.69% |
W. Travis McKinney HB Wealth Management LLC | 1.31M | $149.72M | $192.41M | $42.69M | 28.51% |
Daniel Forbes Forbes Financial Planning Inc. | 54,680 | $6.04M | $7.96M | $1.92M | 31.71% |
Mark Perrault Intergy Private Wealth LLC | 3,165 | $411,012.65 | $465,793.05 | $54,780.4 | 13.33% |
Paul Elam Oak Harbor Wealth Partners LLC | 86 | $11,383.82 | $12,630.82 | $1,247 | 10.95% |
| LWL Leo Wealth LLC Leo Wealth LLC | 442,595 | $55.96M | $64.59M | $8.63M | 15.43% |
Marc H. Stone Tyler-Stone Wealth Management | 12,125 | $1.29M | $1.77M | $480,415.38 | 37.12% |
Dalila Toledo Ascent Group LLC | 2,629 | $347,964.53 | $383,216.18 | $35,251.65 | 10.13% |