| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 368,101 | $13.01M | $16.69M | $3.67M | 28.23% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,848 | $230,826.11 | $308,365.44 | $77,539.33 | 33.59% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 688 | $28,142 | $30,918.72 | $2,776.72 | 9.87% |
| KLM Kate L. Miller STAR Financial Bank | 8,695 | $307,368.24 | $391,361.95 | $83,993.71 | 27.33% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 13,023 | $403,904.54 | $586,165.23 | $182,260.69 | 45.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 60,161 | $2.16M | $2.7M | $541,653.87 | 25.04% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,463 | $320,019 | $379,565.55 | $59,546.55 | 18.61% |
Aldis Birkans Bank of Jackson Hole Trust | 307 | $10,688.89 | $13,927.42 | $3,238.53 | 30.3% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 45,207 | $1.82M | $2.03M | $209,092.33 | 11.48% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 2,930 | $103,575.5 | $130,564.32 | $26,988.82 | 26.06% |