| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Joel Blattner Avaii Wealth Management LLC | 2,505 | $241,574.89 | $346,554.22 | $104,979.33 | 43.46% |
Bill Ryan Manhattan West Asset Management LLC | 6,785 | $501,776.45 | $938,704.75 | $436,928.3 | 87.08% |
| SMS Susan M. Stiles Stiles Financial Services Inc. | 3,305 | $211,156.45 | $457,246.75 | $246,090.3 | 116.54% |
Candace Cavalier Congress Wealth Management LLC / DE / | 54,546 | $5.17M | $7.55M | $2.37M | 45.86% |
Matt Shibata Morling Financial Advisors LLC | 234 | $14,950.26 | $32,372.73 | $17,422.47 | 116.54% |
| NS Nicholas Shaheen FSA Advisors Inc. | 2,178 | $246,360 | $301,315.41 | $54,955.41 | 22.31% |
Barry Oliver Capital Performance Advisors LLP | 23,641 | $2.05M | $3.27M | $1.22M | 59.72% |
| EM Eric Malden Shearwater Capital LLC | 3,830 | $320,456.1 | $529,861.35 | $209,405.25 | 65.35% |
Jennifer Scott Scott Capital Advisors LLC | 1,576 | $216,747.28 | $217,566.8 | $819.52 | 0.38% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 3,289 | $247,003.9 | $455,033.15 | $208,029.25 | 84.22% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 20,208 | $1.7M | $2.8M | $1.1M | 64.8% |
John Flavin Aspire Capital Advisors LLC | 2,675 | $329,700.2 | $370,086.25 | $40,386.05 | 12.25% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 80,504 | $8.19M | $11.14M | $2.95M | 36% |
Kristie R. Furseth Bowman & Co S.C. | 15,995 | $1.34M | $2.21M | $873,214.01 | 65.18% |
Jeffrey McClean Solidarity Wealth LLC | 1,830 | $201,483 | $253,180.5 | $51,697.5 | 25.66% |
| TJ Taylor Jobe MKT Advisors LLC | 12,062 | $977,140.09 | $1.67M | $691,637.61 | 70.78% |
Matthew Watters Midwest Heritage Bank, FSB | 2,637 | $264,116.25 | $364,828.95 | $100,712.7 | 38.13% |
| SS Seth Scher Matrix Private Capital Group LLC | 31,636 | $3.58M | $4.38M | $798,492.64 | 22.31% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 7,393 | $613,575.67 | $1.02M | $409,245.88 | 66.7% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 490 | $47,607.3 | $67,872.35 | $20,265.05 | 42.57% |