| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 43,224 | $1.26M | $2.19M | $930,465.13 | 73.94% |
Kyle P. Smith NewEdge Wealth LLC | 88,197 | $2.78M | $4.43M | $1.65M | 59.33% |
John Mezzasalma Mezzasalma Advisors LLC | 18,183 | $760,736.05 | $913,513.92 | $152,777.87 | 20.08% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 116,707 | $3.98M | $5.89M | $1.91M | 48.12% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 68 | $2,772.77 | $3,433.66 | $660.89 | 23.84% |
Matthew B. Boersen Straight Path Wealth Management | 18,905 | $804,005.85 | $954,040.82 | $150,034.97 | 18.66% |
Michael Capobianco MWA Asset Management | 3,535 | $184,032.1 | $178,393.77 | -$5,638.33 | -3.06% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,558 | $835,874.22 | $1.04M | $201,276.88 | 24.08% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 133,728 | $4.89M | $6.75M | $1.86M | 38.06% |
Joel A. Schreiber SFI Advisors LLC | 5,357 | $238,172.22 | $270,421.36 | $32,249.14 | 13.54% |
Courtney Lawson Autumn Glory Partners LLC | 13,623 | $491,252.22 | $687,689.04 | $196,436.82 | 39.99% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 9,266 | $468,710.52 | $466,172.46 | -$2,538.06 | -0.54% |
Jason Matthews Kfg Wealth Management LLC | 4,105 | $213,706 | $206,522.55 | -$7,183.45 | -3.36% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,322 | $271,309.19 | $319,577.1 | $48,267.91 | 17.79% |
| SS Stephen Smith Kestra Investment Management LLC | 146,401 | $5.96M | $7.4M | $1.44M | 24.08% |
| FFL Financial Freedom LLC Financial Freedom LLC | 215 | $6,799.62 | $10,853.2 | $4,053.58 | 59.61% |
Courtney Holt Compound Planning, Inc. | 7,048 | $301,084.79 | $355,775.99 | $54,691.2 | 18.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,081 | $156,398.11 | $154,743.22 | -$1,654.89 | -1.06% |
Peter David N Soliman Second Line Capital, LLC | 3,761 | $200,236 | $189,366.35 | -$10,869.65 | -5.43% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 102,071 | $3.35M | $5.14M | $1.79M | 53.5% |