| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,187 | $222,056.56 | $261,338.88 | $39,282.32 | 17.69% |
| PNC Paul N. Clark Mi LLCapital Management LLC | 8,222 | $211,798.72 | $347,297.28 | $135,498.56 | 63.98% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,853 | $65,530.4 | $78,270.72 | $12,740.32 | 19.44% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 12,608 | $300,320.28 | $532,561.92 | $232,241.64 | 77.33% |
| DC Dominic Corabi Wedmont Private Capital | 14,183 | $468,857.71 | $599,089.92 | $130,232.21 | 27.78% |
Candace Cavalier Congress Wealth Management LLC / DE / | 199,783 | $6.59M | $8.44M | $1.85M | 28.01% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 16,445 | $533,639.75 | $694,636.8 | $160,997.05 | 30.17% |
Lindsey Seagraves Carson Advisory Inc. | 7,950 | $252,383.5 | $335,808 | $83,424.5 | 33.05% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 8,007 | $278,698.38 | $338,215.68 | $59,517.3 | 21.36% |
| RK Russell Kartub Insight Inv LLC | 48,577 | $1.92M | $2.05M | $127,173.47 | 6.61% |
Caroline Jankowski Operose Advisors LLC | 5,000 | $173,000 | $211,200 | $38,200 | 22.08% |
Ana-Maria Ignat Covestor Ltd | 3,898 | $134,870.8 | $164,651.52 | $29,780.72 | 22.08% |
| MH Michael Hackman HFG Advisors Inc. | 23,284 | $815,900.07 | $983,516.16 | $167,616.09 | 20.54% |
| WTM W. Travis McKinney HB Wealth Management LLC | 24,982 | $848,586.96 | $1.06M | $206,652.72 | 24.35% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 29,091 | $1.01M | $1.23M | $218,120.59 | 21.58% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 219,577 | $14.86M | $9.27M | -$5.59M | -37.59% |
| WJ William Jollie Quent Capital LLC | 1,124 | $45,330.92 | $47,477.76 | $2,146.84 | 4.74% |
| PO Patrick O'Connell Security Financial Services Inc. | 9,042 | $236,988.96 | $381,934.08 | $144,945.12 | 61.16% |
Michael Byun SageView Advisory Group LLC | 530 | $23,601 | $22,387.2 | -$1,213.8 | -5.14% |
| TK Taro Kuriyama Axq Capita LLP | 71,846 | $2.55M | $3.03M | $484,242.04 | 18.99% |