| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 8,003 | $859,089.08 | $879,049.52 | $19,960.44 | 2.32% |
Andrew Endelman Independent Wealth Network Inc. | 5,738 | $506,967.76 | $623,032.04 | $116,064.28 | 22.89% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 4,154 | $331,467.24 | $455,174.55 | $123,707.31 | 37.32% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 37,946 | $3.32M | $4.14M | $821,135.23 | 24.74% |
Marc Dacanay Geometric Wealth Advisors | 5,537 | $487,865.07 | $604,972.62 | $117,107.55 | 24% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,881 | $251,748.93 | $313,769.71 | $62,020.78 | 24.64% |
Paul N. Clark Mi LLCapital Management LLC | 900 | $67,500 | $98,928 | $31,428 | 46.56% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,900 | $1.63M | $1.53M | -$106,057 | -6.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,121 | $414,655.02 | $448,694.48 | $34,039.46 | 8.21% |
William Reid Culp III TAGStone Capital Inc. | 15,542 | $1.33M | $1.71M | $378,326.33 | 28.5% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 2,216 | $169,290.3 | $243,471.92 | $74,181.62 | 43.82% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 3,425 | $337,422.42 | $372,297.5 | $34,875.08 | 10.34% |
Candace Cavalier Congress Wealth Management LLC / DE / | 7,303 | $663,404.24 | $796,574.72 | $133,170.48 | 20.07% |
Craig Kurth PCG Wealth Advisors LLC | 3,933 | $251,015.19 | $431,174.79 | $180,159.6 | 71.77% |
Nicholas Shaheen FSA Advisors Inc. | 2,213 | $260,028 | $240,530.97 | -$19,497.03 | -7.5% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,734 | $377,467.54 | $515,130.21 | $137,662.67 | 36.47% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 6,003 | $511,119.74 | $659,549.61 | $148,429.87 | 29.04% |
| RS Radon Stancil POM Investment Strategies LLC | 994 | $96,360.01 | $107,853.97 | $11,493.96 | 11.93% |
Taylor Jobe MKT Advisors LLC | 3,874 | $330,297.24 | $423,893.08 | $93,595.84 | 28.34% |
Seth Scher Matrix Private Capital Group LLC | 230 | $23,142.6 | $25,251.7 | $2,109.1 | 9.11% |