| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynn A. Jackson Dopkins Wealth Management LLC | 19,848 | $746,092.38 | $994,484.04 | $248,391.66 | 33.29% |
Dominic Corabi Wedmont Private Capital | 4,128 | $204,542.4 | $206,668.32 | $2,125.92 | 1.04% |
| JB Joel Blattner Avaii Wealth Management LLC | 15,365 | $595,536.7 | $777,469 | $181,932.3 | 30.55% |
Candace Cavalier Congress Wealth Management LLC / DE / | 22,152 | $887,518.97 | $1.11M | $221,963.95 | 25.01% |
cullen roche Orcam Financial Group | 15,701 | $777,984.55 | $787,248.14 | $9,263.59 | 1.19% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 22 | $999.9 | $1,112.65 | $112.75 | 11.28% |
Nabeed Zaman Eagle Strategies LLC | 158,183 | $6.21M | $7.95M | $1.73M | 27.91% |
M. Katherine Pieper Unionview LLC | 77,805 | $2.62M | $3.9M | $1.28M | 48.77% |
Clint Dunn Beaird Harris Wealth Management LLC | 18 | $583.02 | $903.87 | $320.85 | 55.03% |
Caroline Jankowski Operose Advisors LLC | 212 | $8,278.6 | $10,636.04 | $2,357.44 | 28.48% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 357,755 | $14.38M | $17.93M | $3.55M | 24.68% |
Bill McVay Red Tortoise LLC | 3,484 | $114,019 | $174,983.9 | $60,964.9 | 53.47% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 29,447 | $1.46M | $1.48M | $16,343.08 | 1.12% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 8,690 | $326,396.4 | $434,891.05 | $108,494.65 | 33.24% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 33,590 | $1.2M | $1.7M | $496,870.56 | 41.31% |
W. Travis McKinney HB Wealth Management LLC | 108,416 | $5.24M | $5.44M | $203,422.32 | 3.88% |
Joel A. Schreiber SFI Advisors LLC | 33,876 | $1.33M | $1.69M | $368,704.97 | 27.81% |
Mark Perrault Intergy Private Wealth LLC | 130,800 | $3.88M | $6.57M | $2.7M | 69.53% |
Michael O'Connor Capasso Planning Partners LLC | 9,543 | $375,009.75 | $478,152.01 | $103,142.26 | 27.5% |
| LWL Leo Wealth LLC Leo Wealth LLC | 43,879 | $1.99M | $2.2M | $208,926.63 | 10.48% |