| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 2,416 | $708,008.8 | $922,646.24 | $214,637.44 | 30.32% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,700 | $5.96M | $7.9M | $1.95M | 32.68% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 9,208 | $2.57M | $3.52M | $948,090.94 | 36.92% |
| NZ Nabeed Zaman Eagle Strategies LLC | 5,403 | $1.42M | $2.07M | $650,330.85 | 45.89% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 30 | $8,791.5 | $11,477.1 | $2,685.6 | 30.55% |
Dave Reichert Echo45 Advisors LLC | 11,210 | $2.73M | $4.23M | $1.5M | 54.98% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 1,658 | $481,553.9 | $634,466.86 | $152,912.96 | 31.75% |
| RK Russell Kartub Insight Inv LLC | 82 | $23,601.24 | $31,370.74 | $7,769.5 | 32.92% |
Caroline Jankowski Operose Advisors LLC | 311 | $100,247.27 | $118,973.05 | $18,725.78 | 18.68% |
Brian Ramsay Wealthspan Partners LLC | 923 | $266,993.03 | $353,093.65 | $86,100.62 | 32.25% |
Kathryn Brown Morton Brown Family Wealth LLC | 1 | $284 | $382.55 | $98.55 | 34.7% |
Lonny Elfenbein West Michigan Advisors LLC | 928 | $262,780.96 | $355,006.4 | $92,225.44 | 35.1% |
John Gorlow Cardiff Park Advisors LLC | 1,304 | $381,448.98 | $498,845.2 | $117,396.22 | 30.78% |
Jay Richards Investment Advisory Group LLC | 977 | $222,084.87 | $373,751.35 | $151,666.48 | 68.29% |
Kelly Kaczmarczyk Dravo Bay LLC | 1,925 | $416,290.93 | $736,408.75 | $320,117.82 | 76.9% |
Kathleen Thornhill Confluence Wealth Services Inc. | 64,549 | $17.52M | $24.57M | $7.05M | 40.25% |
Bill McVay Red Tortoise LLC | 888 | $191,063.12 | $338,008.32 | $146,945.2 | 76.91% |
| SP Samantha Pierangeli City State Bank | 207 | $44,405.64 | $77,786.46 | $33,380.82 | 75.17% |
Christopher Pelch Vance Wealth LLC | 13,958 | $3.42M | $5.34M | $1.92M | 55.98% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,300 | $419,903.8 | $497,315 | $77,411.2 | 18.44% |