| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Susan M. Stiles Stiles Financial Services Inc. | 2,315 | $217,160.56 | $314,677.95 | $97,517.39 | 44.91% |
Candace Cavalier Congress Wealth Management LLC / DE / | 100,550 | $13.28M | $13.67M | $390,415.36 | 2.94% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,900 | $840,219 | $797,444 | -$42,775 | -5.09% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 35,390 | $4M | $4.87M | $865,384.3 | 21.61% |
Seth Scher Matrix Private Capital Group LLC | 1,704 | $218,316.48 | $231,829.2 | $13,512.72 | 6.19% |
Derek Swedberg PACK Private Wealth LLC | 9,031 | $1.02M | $1.23M | $206,505 | 20.26% |
Doug Peabody Stegner Investment Associates Inc. | 9,817 | $1.16M | $1.34M | $182,657.04 | 15.8% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 105 | $10,187.31 | $14,089.42 | $3,902.11 | 38.3% |
Nabeed Zaman Eagle Strategies LLC | 27,493 | $2.99M | $3.71M | $724,485.1 | 24.27% |
M. Katherine Pieper Unionview LLC | 2,947 | $271,181.11 | $401,322.46 | $130,141.35 | 47.99% |
Amir Ali Monsefi Aire Advisors LLC | 4,831 | $468,387.7 | $657,064.31 | $188,676.61 | 40.28% |
Katherine Saltonstall Sandy Cove Advisors LLC | 1,747 | $255,778.27 | $237,225.13 | -$18,553.14 | -7.25% |
David Mailloux WealthCare Investment Partners LLC | 4,956 | $594,122.91 | $670,472.46 | $76,349.55 | 12.85% |
Ryan Gough Perfromance Wealth Partners LLC | 2,903 | $336,628.07 | $392,180.78 | $55,552.71 | 16.5% |
Clint Dunn Beaird Harris Wealth Management LLC | 110 | $15,665.1 | $14,739.45 | -$925.65 | -5.91% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 107,320 | $12.22M | $14.6M | $2.37M | 19.39% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,472 | $288,163.02 | $329,876.04 | $41,713.02 | 14.48% |
Russell Kartub Insight Inv LLC | 76 | $9,633 | $10,440.12 | $807.12 | 8.38% |
Tyler Glazier New Millennium Group LLC | 21 | $2,990.61 | $2,828.28 | -$162.33 | -5.43% |
Caroline Jankowski Operose Advisors LLC | 800 | $104,417.76 | $107,224 | $2,806.24 | 2.69% |