| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM Jared McBride GoalFusion Wealth Management LLC | 2,290 | $201,313.9 | $204,004.65 | $2,690.75 | 1.34% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,885 | $211,746.59 | $250,504.55 | $38,757.96 | 18.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 266,070 | $21.84M | $23.75M | $1.91M | 8.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 40,353 | $2.68M | $3.6M | $920,914.22 | 34.31% |
| JPM Justin P. Mason Keb Asset Management LLC | 6,175 | $322,026.25 | $535,743 | $213,716.75 | 66.37% |
Michael Capobianco MWA Asset Management | 5,225 | $256,571.46 | $465,965.5 | $209,394.04 | 81.61% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 9,165 | $431,263.2 | $809,269.5 | $378,006.3 | 87.65% |
Lynn A. Jackson Dopkins Wealth Management LLC | 30,442 | $2.05M | $2.64M | $590,980.35 | 28.83% |
| HC Harry Cowley Stonegate Investment Group LLC | 10,150 | $546,305.6 | $906,242.75 | $359,937.15 | 65.89% |
| DC Dominic Corabi Wedmont Private Capital | 2,665 | $183,447.85 | $235,319.5 | $51,871.65 | 28.28% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 8,015 | $422,494.95 | $715,579.2 | $293,084.25 | 69.37% |
Candace Cavalier Congress Wealth Management LLC / DE / | 174,720 | $10.79M | $15.6M | $4.8M | 44.51% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 5,205 | $419,979.02 | $464,702.4 | $44,723.38 | 10.65% |
Kristie R. Furseth Bowman & Co S.C. | 24,590 | $1.41M | $2.2M | $784,998.45 | 55.66% |
| NZ Nabeed Zaman Eagle Strategies LLC | 34,505 | $2.01M | $3.08M | $1.07M | 53.11% |
Caitlin Garner SC&H Financial Advisors Inc. | 3,680 | $303,784 | $328,826.4 | $25,042.4 | 8.24% |
Jonathan Yarger Yarger Wealth Strategies LLC | 2,905 | $212,816 | $252,037.8 | $39,221.8 | 18.43% |
Billy DeFrance Lauterbach Financial Advisors LLC | 5,055 | $263,189.4 | $451,689.52 | $188,500.12 | 71.62% |
John Gorlow Cardiff Park Advisors LLC | 630 | $46,298.7 | $56,344.05 | $10,045.35 | 21.7% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 140,920 | $7.42M | $12.6M | $5.18M | 69.82% |