| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 4,948 | $419,652.53 | $669,217 | $249,564.47 | 59.47% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 2,176 | $215,906.16 | $294,304 | $78,397.84 | 36.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 170,648 | $20.89M | $24.23M | $3.34M | 15.99% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,134 | $239,557.03 | $302,985.32 | $63,428.29 | 26.48% |
Jonathan Davison Austin Asset Management Co. Inc. | 1,670 | $229,675.1 | $225,867.5 | -$3,807.6 | -1.66% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 138,002 | $14.9M | $18.66M | $3.77M | 25.3% |
Matthew B. Boersen Straight Path Wealth Management | 2,083 | $286,474.99 | $281,725.75 | -$4,749.24 | -1.66% |
Brandon Collier Collier Financial | 782 | $79,444.4 | $105,765.5 | $26,321.1 | 33.13% |
Michael Capobianco MWA Asset Management | 4,017 | $407,859.94 | $543,299.25 | $135,439.31 | 33.21% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,466 | $201,618.98 | $207,805.5 | $6,186.52 | 3.07% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 11,252 | $1.07M | $1.59M | $522,992.09 | 48.79% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 10,456 | $1.29M | $1.41M | $127,101.2 | 9.88% |
Justin Fulmer Shelton Wealth Management LLC | 2,183 | $177,428.07 | $295,250.75 | $117,822.68 | 66.41% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,838 | $202,363.8 | $248,589.5 | $46,225.7 | 22.84% |
Dominic Corabi Wedmont Private Capital | 33,042 | $3.37M | $4.47M | $1.1M | 32.64% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 6,138 | $697,299.13 | $871,473.24 | $174,174.11 | 24.98% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,186 | $184,310.1 | $430,906.5 | $246,596.4 | 133.79% |
| JB Joel Blattner Avaii Wealth Management LLC | 2,422 | $233,627.64 | $344,117.76 | $110,490.12 | 47.29% |
Bill Ryan Manhattan West Asset Management LLC | 3,383 | $281,406.06 | $479,540.25 | $198,134.19 | 70.41% |
Susan M. Stiles Stiles Financial Services Inc. | 3,305 | $211,156.45 | $467,624.45 | $256,468 | 121.46% |