| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 9,474 | $524,374.74 | $726,561.06 | $202,186.32 | 38.56% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 40,401 | $2.84M | $3.16M | $320,956.46 | 11.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 28 | $1,967.56 | $2,147.32 | $179.76 | 9.14% |
Dominic Corabi Wedmont Private Capital | 9,391 | $544,499.04 | $720,195.79 | $175,696.75 | 32.27% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 81 | $4,685.85 | $6,211.89 | $1,526.04 | 32.57% |
| JB Joel Blattner Avaii Wealth Management LLC | 7,354 | $527,795.48 | $576,259.44 | $48,463.96 | 9.18% |
Timothy J. Landolt Endowment Wealth Management Inc. | 6,132 | $412,878.6 | $476,395.08 | $63,516.48 | 15.38% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 118,876 | $6.8M | $9.28M | $2.49M | 36.63% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 16,970 | $993,613 | $1.3M | $307,816.3 | 30.98% |
John Gorlow Cardiff Park Advisors LLC | 2,189 | $124,992.04 | $171,267.36 | $46,275.32 | 37.02% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,045 | $379,232.65 | $386,901.05 | $7,668.4 | 2.02% |
Cole Bruner Buska Wealth Management LLC | 84,808 | $5.75M | $6.5M | $751,321.88 | 13.06% |
W. Travis McKinney HB Wealth Management LLC | 8,706 | $600,276.72 | $667,663.14 | $67,386.42 | 11.23% |
Allison Tronnes Forum Financial Management LP | 4,795 | $232,379.7 | $367,728.55 | $135,348.85 | 58.24% |
Dalila Toledo Ascent Group LLC | 13,268 | $919,646.61 | $1.02M | $97,876.31 | 10.64% |
| EM Erin Mccann Simplicity Wealth LLC | 20,709 | $1.45M | $1.61M | $157,498.69 | 10.85% |
Michael Byun SageView Advisory Group LLC | 3,557 | $239,018.86 | $278,726.52 | $39,707.66 | 16.61% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 21,766 | $1.3M | $1.67M | $367,003.62 | 28.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,559 | $334,373.85 | $426,319.71 | $91,945.86 | 27.5% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 35,449 | $2.2M | $2.72M | $517,542.01 | 23.51% |