| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 159 | $20,786.07 | $27,459.3 | $6,673.23 | 32.1% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,279 | $590,159.29 | $738,983.3 | $148,824.01 | 25.22% |
Barry Oliver Capital Performance Advisors LLP | 1,453 | $259,505.81 | $259,360.5 | -$145.31 | -0.06% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,503 | $601,904.32 | $798,291.84 | $196,387.52 | 32.63% |
Seth Scher Matrix Private Capital Group LLC | 1,174 | $169,889.54 | $209,559 | $39,669.46 | 23.35% |
Nabeed Zaman Eagle Strategies LLC | 1,671 | $180,746.58 | $288,581.7 | $107,835.12 | 59.66% |
April Lamb Sovereign Investment Advisors LLC | 11,684 | $1.02M | $2.09M | $1.06M | 103.55% |
M. Katherine Pieper Unionview LLC | 1,581 | $206,743.75 | $273,038.7 | $66,294.95 | 32.07% |
Ryan Gough Perfromance Wealth Partners LLC | 4,622 | $641,533.6 | $817,955.34 | $176,421.74 | 27.5% |
Russell Kartub Insight Inv LLC | 692 | $94,207.69 | $119,508.4 | $25,300.71 | 26.86% |
Caroline Jankowski Operose Advisors LLC | 4,707 | $621,706.49 | $834,456.96 | $212,750.47 | 34.22% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 11,958 | $1.63M | $2.07M | $432,880.07 | 26.52% |
John Gorlow Cardiff Park Advisors LLC | 540 | $74,952 | $96,390 | $21,438 | 28.6% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,866 | $261,783.96 | $322,258.2 | $60,474.24 | 23.1% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,772 | $386,666.28 | $494,802 | $108,135.72 | 27.97% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 16,632 | $2.25M | $2.95M | $699,938.33 | 31.13% |
Michael Hackman HFG Advisors Inc. | 1,405 | $203,317.55 | $248,642.85 | $45,325.3 | 22.29% |
W. Travis McKinney HB Wealth Management LLC | 30,254 | $4.03M | $5.22M | $1.19M | 29.57% |
Daniel Forbes Forbes Financial Planning Inc. | 4,080 | $566,304 | $704,616 | $138,312 | 24.42% |
Paul Elam Oak Harbor Wealth Partners LLC | 112 | $16,207.52 | $19,342.4 | $3,134.88 | 19.34% |