| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 13,299 | $1.3M | $1.53M | $230,766.48 | 17.76% |
Bill Ryan Manhattan West Asset Management LLC | 2,376 | $215,134.78 | $273,406.32 | $58,271.54 | 27.09% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,532 | $738,416.85 | $984,678.12 | $246,261.27 | 33.35% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 3,817 | $292,022.1 | $440,634.48 | $148,612.38 | 50.89% |
Seth Scher Matrix Private Capital Group LLC | 7 | $715.75 | $804.93 | $89.18 | 12.46% |
Nabeed Zaman Eagle Strategies LLC | 28,069 | $2.51M | $3.24M | $735,174.97 | 29.35% |
Caitlin Garner SC&H Financial Advisors Inc. | 3,083 | $229,218.4 | $354,976.62 | $125,758.22 | 54.86% |
| CC Cortney Cost Kraft Asset Management LLC | 3,644 | $329,563.36 | $420,335.4 | $90,772.04 | 27.54% |
Dave Reichert Echo45 Advisors LLC | 3,693 | $416,644.26 | $424,288.77 | $7,644.51 | 1.83% |
Timothy Carne SFG Wealth Management LLC | 3,471 | $274,207.51 | $398,609.64 | $124,402.13 | 45.37% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 311,418 | $24.93M | $35.94M | $11.01M | 44.19% |
Caroline Jankowski Operose Advisors LLC | 2,322 | $179,501.07 | $266,983.56 | $87,482.49 | 48.74% |
Brian Ramsay Wealthspan Partners LLC | 2,981 | $222,464.89 | $342,680.85 | $120,215.96 | 54.04% |
Billy DeFrance Lauterbach Financial Advisors LLC | 3,623 | $284,601.19 | $418,130.43 | $133,529.24 | 46.92% |
Kathryn Brown Morton Brown Family Wealth LLC | 578 | $42,644.84 | $66,481.56 | $23,836.72 | 55.9% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,840 | $277,262.87 | $328,502.8 | $51,239.93 | 18.48% |
Jay Richards Investment Advisory Group LLC | 4,547 | $362,958.8 | $523,496.11 | $160,537.31 | 44.23% |
Samantha Pierangeli City State Bank | 48 | $3,390.24 | $5,527.2 | $2,136.96 | 63.03% |
W. Travis McKinney HB Wealth Management LLC | 11,349 | $1.15M | $1.3M | $154,917.36 | 13.48% |
Michelle McCarthy Vantage Financial Partners LLC | 23,586 | $2.25M | $2.72M | $465,593.51 | 20.7% |