| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hannah Tackett Penobscot Wealth Management | 35,145 | $1.99M | $2.6M | $615,093.05 | 30.94% |
Richard Slavik Newbridge Financial Services Group Inc. | 100 | $6,093 | $7,305 | $1,212 | 19.89% |
Alexander Eichhorn Tanager Wealth Management LLP | 175,982 | $12.22M | $13.16M | $932,924.58 | 7.63% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,767 | $358,081.08 | $351,661.59 | -$6,419.49 | -1.79% |
David Spratt Badgley Phelps Wealth Managers LLC | 9,474 | $524,374.74 | $702,970.8 | $178,596.06 | 34.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 40,401 | $2.84M | $2.99M | $152,484.29 | 5.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 27 | $1,897.29 | $1,972.35 | $75.06 | 3.96% |
Dominic Corabi Wedmont Private Capital | 9,391 | $544,499.04 | $693,431.44 | $148,932.4 | 27.35% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 81 | $4,685.85 | $5,987.11 | $1,301.26 | 27.77% |
| JB Joel Blattner Avaii Wealth Management LLC | 11,221 | $812,793.38 | $837,928.17 | $25,134.79 | 3.09% |
Timothy J. Landolt Endowment Wealth Management Inc. | 6,132 | $412,878.6 | $458,244.36 | $45,365.76 | 10.99% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 118,801 | $6.79M | $8.86M | $2.07M | 30.49% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 16,740 | $980,236.2 | $1.24M | $259,695.6 | 26.49% |
John Gorlow Cardiff Park Advisors LLC | 2,189 | $124,992.04 | $162,358.13 | $37,366.09 | 29.89% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,045 | $379,232.65 | $373,304.77 | -$5,927.88 | -1.56% |
Cole Bruner Buska Wealth Management LLC | 42,607 | $2.96M | $3.15M | $189,125.93 | 6.39% |
W. Travis McKinney HB Wealth Management LLC | 7,519 | $519,418.28 | $556,781.95 | $37,363.67 | 7.19% |
Allison Tronnes Forum Financial Management LP | 4,795 | $232,379.7 | $355,261.55 | $122,881.85 | 52.88% |
Dalila Toledo Ascent Group LLC | 14,486 | $1.01M | $1.07M | $61,484.63 | 6.08% |
| EM Erin Mccann Simplicity Wealth LLC | 20,709 | $1.45M | $1.53M | $77,354.86 | 5.33% |