| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,833 | $3.54M | $3.85M | $315,055.64 | 8.91% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,005 | $151,200.74 | $185,754.15 | $34,553.41 | 22.85% |
Brandon Collier Collier Financial | 3,209 | $500,245.88 | $593,119.47 | $92,873.59 | 18.57% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 145 | $13,750.35 | $26,800.35 | $13,050 | 94.91% |
Timothy J. Landolt Endowment Wealth Management Inc. | 36,936 | $5.13M | $6.83M | $1.7M | 33.07% |
Candace Cavalier Congress Wealth Management LLC / DE / | 2,131 | $270,807.48 | $393,872.73 | $123,065.25 | 45.44% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 3,838 | $447,425.9 | $709,377.54 | $261,951.64 | 58.55% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,274 | $239,626.65 | $235,473.42 | -$4,153.23 | -1.73% |
Taylor Jobe MKT Advisors LLC | 1,465 | $220,335.99 | $270,775.95 | $50,439.96 | 22.89% |
Seth Scher Matrix Private Capital Group LLC | 406 | $62,974.66 | $78,869.56 | $15,894.9 | 25.24% |
Nabeed Zaman Eagle Strategies LLC | 19,207 | $2.42M | $3.55M | $1.13M | 46.46% |
Jason Whitby Stone Summit Wealth LLC | 3,661 | $585,765.85 | $676,662.63 | $90,896.78 | 15.52% |
David Mailloux WealthCare Investment Partners LLC | 2,373 | $274,556.69 | $460,812.87 | $186,256.18 | 67.84% |
Ryan Gough Perfromance Wealth Partners LLC | 1,389 | $210,187.05 | $269,729.91 | $59,542.86 | 28.33% |
Timothy Carne SFG Wealth Management LLC | 1,942 | $225,731.04 | $358,939.86 | $133,208.82 | 59.01% |
Clint Dunn Beaird Harris Wealth Management LLC | 84 | $15,799.56 | $15,525.72 | -$273.84 | -1.73% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 5,327 | $616,326.6 | $1.03M | $418,123.53 | 67.84% |
Caroline Jankowski Operose Advisors LLC | 1,039 | $168,393.01 | $201,015.33 | $32,622.32 | 19.37% |
Kathryn Brown Morton Brown Family Wealth LLC | 471 | $46,765.55 | $87,054.93 | $40,289.38 | 86.15% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,698 | $265,072.93 | $313,841.34 | $48,768.41 | 18.4% |