| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 9,479 | $1.17M | $1.4M | $229,970.38 | 19.63% |
Nicholas Shaheen FSA Advisors Inc. | 2,032 | $300,187 | $305,897.28 | $5,710.28 | 1.9% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,174 | $590,270.56 | $778,893.96 | $188,623.4 | 31.96% |
| RS Radon Stancil POM Investment Strategies LLC | 766 | $101,348.56 | $113,245.44 | $11,896.88 | 11.74% |
Taylor Jobe MKT Advisors LLC | 2,507 | $277,474.76 | $370,634.88 | $93,160.12 | 33.57% |
| RM Robert Macaulay Jmac Enterprises LLC | 11,149 | $1.32M | $1.65M | $324,715.76 | 24.53% |
Katherine Andersen Western Pacific Wealth Management LP | 668 | $73,889.85 | $100,480.56 | $26,590.71 | 35.99% |
Nabeed Zaman Eagle Strategies LLC | 2,350 | $273,782.36 | $347,424 | $73,641.64 | 26.9% |
Ryan Gough Perfromance Wealth Partners LLC | 4,649 | $515,053.16 | $699,302.58 | $184,249.42 | 35.77% |
Clint Dunn Beaird Harris Wealth Management LLC | 37 | $4,550.3 | $5,470.08 | $919.78 | 20.21% |
Russell Kartub Insight Inv LLC | 2,344 | $292,906.24 | $346,536.96 | $53,630.72 | 18.31% |
Caroline Jankowski Operose Advisors LLC | 17,288 | $2.07M | $2.6M | $530,040.17 | 25.57% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 5,251 | $648,918.58 | $776,307.84 | $127,389.26 | 19.63% |
John Gorlow Cardiff Park Advisors LLC | 8,845 | $978,378.56 | $1.34M | $363,142.59 | 37.12% |
Jay Richards Investment Advisory Group LLC | 1,387 | $204,901.51 | $205,054.08 | $152.57 | 0.07% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,433 | $254,874.07 | $359,694.72 | $104,820.65 | 41.13% |
Christopher Pelch Vance Wealth LLC | 12,576 | $1.33M | $1.91M | $575,755.16 | 43.24% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 4,072 | $503,766.4 | $617,600.24 | $113,833.84 | 22.6% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 29,297 | $3.26M | $4.41M | $1.15M | 35.21% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,419 | $209,628.87 | $209,784.96 | $156.09 | 0.07% |