| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,601 | $231,312.48 | $235,459.08 | $4,146.6 | 1.79% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,740 | $251,395.2 | $246,123 | -$5,272.2 | -2.1% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,850 | $326,893.55 | $541,772 | $214,878.45 | 65.73% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 57,026 | $4.72M | $8.06M | $3.34M | 70.67% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,274 | $328,547.52 | $321,793.74 | -$6,753.78 | -2.06% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,425 | $310,506.77 | $773,876.2 | $463,369.43 | 149.23% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,468 | $427,985.94 | $637,360.16 | $209,374.22 | 48.92% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 34,280 | $2.32M | $4.85M | $2.54M | 109.53% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,349 | $786,980.76 | $1.31M | $523,889.27 | 66.57% |
Amir Ali Monsefi Aire Advisors LLC | 11,275 | $730,409.64 | $1.66M | $927,804.69 | 127.03% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,833 | $177,085.39 | $404,127.45 | $227,042.06 | 128.21% |
Suzanne Hammer 5th Street Advisors LLC | 1,974 | $285,203.52 | $276,794.28 | -$8,409.24 | -2.95% |
W. Travis McKinney HB Wealth Management LLC | 6,480 | $543,986.18 | $916,596 | $372,609.82 | 68.5% |
| MC mike Chen Byrne Asset Management LLC | 76 | $4,893.64 | $10,841.4 | $5,947.76 | 121.54% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,887 | $272,633.76 | $269,180.53 | -$3,453.23 | -1.27% |
Marc H. Stone Tyler-Stone Wealth Management | 9,242 | $709,831.8 | $1.32M | $608,539.41 | 85.73% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,682 | $222,917.15 | $394,441.76 | $171,524.61 | 76.95% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 6,662 | $504,579.88 | $942,772.93 | $438,193.05 | 86.84% |
Scott Williams Investmark Advisory Group LLC | 1,863 | $269,166.24 | $265,756.95 | -$3,409.29 | -1.27% |
Timothy Low Forte Asset Management LLC | 14,590 | $666,763 | $2.05M | $1.38M | 207.36% |