| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KC Kasey Cook Maripau Wealth Management LLC | 8,021 | $651,933 | $793,597.74 | $141,664.74 | 21.73% |
Andrew Endelman Independent Wealth Network Inc. | 2,571 | $252,729.3 | $244,527.81 | -$8,201.49 | -3.25% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 3,827 | $325,827.4 | $363,985.97 | $38,158.57 | 11.71% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,189 | $411,778.7 | $420,659.38 | $8,880.68 | 2.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $98.3 | $95.11 | -$3.19 | -3.25% |
William Reid Culp III TAGStone Capital Inc. | 4,068 | $272,280.13 | $402,487.92 | $130,207.79 | 47.82% |
Jennifer Scott Scott Capital Advisors LLC | 113,384 | $6.65M | $10.78M | $4.13M | 62.11% |
Nabeed Zaman Eagle Strategies LLC | 159,643 | $11.21M | $15.18M | $3.97M | 35.42% |
Amir Ali Monsefi Aire Advisors LLC | 28,845 | $1.67M | $2.9M | $1.23M | 73.61% |
David Mailloux WealthCare Investment Partners LLC | 4,094 | $298,869.55 | $405,060.36 | $106,190.81 | 35.53% |
Caroline Jankowski Operose Advisors LLC | 659 | $48,265.16 | $65,900 | $17,634.84 | 36.54% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 72,745 | $5.78M | $7.21M | $1.43M | 24.84% |
Kathryn Brown Morton Brown Family Wealth LLC | 5 | $322.25 | $475.55 | $153.3 | 47.57% |
Brian Kellett Kellett Wealth Advisors LLC | 59,428 | $4.22M | $5.65M | $1.43M | 33.9% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 40,541 | $3.18M | $4.01M | $834,071.3 | 26.25% |
Samantha Pierangeli City State Bank | 2,148 | $115,734.24 | $204,296.28 | $88,562.04 | 76.52% |
| LWL Leo Wealth LLC Leo Wealth LLC | 35,794 | $2.82M | $3.4M | $585,887.87 | 20.79% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 10,660 | $775,197.27 | $1.01M | $238,675.33 | 30.79% |
Missy Straw Nilsine Partners LLC | 19,690 | $1.49M | $1.87M | $383,883.29 | 25.78% |
Nichole Raftopoulos Nvest Financial LLC | 2,064 | $202,891.2 | $196,307.04 | -$6,584.16 | -3.25% |