| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 4,844 | $227,290 | $230,429.08 | $3,139.08 | 1.38% |
Christopher Davis Burns Matteson Capital Management LLC | 169,002 | $6.79M | $7.85M | $1.06M | 15.57% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 40,237 | $1.71M | $1.87M | $158,936.15 | 9.29% |
Bradley W. Clark Paladin Advisory Group LLC | 5,181 | $211,763.16 | $240,657.45 | $28,894.29 | 13.64% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 53,256 | $2.39M | $2.55M | $158,983.81 | 6.66% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,227 | $117,107.83 | $149,894.15 | $32,786.32 | 28% |
Brandon Collier Collier Financial | 298 | $10,368.52 | $13,842.1 | $3,473.58 | 33.5% |
Candace Cavalier Congress Wealth Management LLC / DE / | 39,576 | $1.44M | $1.84M | $402,092.16 | 28% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,985 | $75,094.96 | $92,203.25 | $17,108.29 | 22.78% |
Michelle Wells Darrow Company Inc. | 231,145 | $8.37M | $10.74M | $2.36M | 28.2% |
Jason Whitby Stone Summit Wealth LLC | 9,935 | $350,819.82 | $461,480.75 | $110,660.93 | 31.54% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 26,879 | $870,433.54 | $1.25M | $378,096.01 | 43.44% |
Clint Dunn Beaird Harris Wealth Management LLC | 837 | $24,118.34 | $38,878.65 | $14,760.31 | 61.2% |
John Gorlow Cardiff Park Advisors LLC | 11,582 | $411,855.92 | $553,735.42 | $141,879.5 | 34.45% |
Stefan Demuth Ameliora Wealth Management Ltd. | 645 | $20,323.95 | $29,960.25 | $9,636.3 | 47.41% |
Samantha Pierangeli City State Bank | 6,550 | $176,850 | $304,247.5 | $127,397.5 | 72.04% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 136,491 | $4.5M | $6.34M | $1.84M | 40.84% |
W. Travis McKinney HB Wealth Management LLC | 8,953 | $339,855.88 | $415,866.85 | $76,010.97 | 22.37% |
Jeremy Baltz Raleigh Capital Management Inc. | 34 | $1,406.24 | $1,579.3 | $173.06 | 12.31% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,271 | $260,619 | $384,187.95 | $123,568.95 | 47.41% |