| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janet Messer FRG Family Wealth Advisors LLC | 26,880 | $1.61M | $2.45M | $842,605.85 | 52.32% |
| MAL Mason & Associates LLC Mason & Associates LLC | 4,275 | $268,649.55 | $392,658.75 | $124,009.2 | 46.16% |
Nancy Williamson Helen Stephens Group LLC | 4,893 | $201,291.25 | $445,067.28 | $243,776.03 | 121.11% |
Jared McBride GoalFusion Wealth Management LLC | 2,290 | $201,313.9 | $206,122.9 | $4,809 | 2.39% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,886 | $211,834.5 | $265,107.96 | $53,273.46 | 25.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 135,250 | $11.16M | $12.45M | $1.28M | 11.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 41,108 | $2.75M | $3.79M | $1.04M | 37.68% |
| JPM Justin P. Mason Keb Asset Management LLC | 6,175 | $322,026.25 | $564,117.12 | $242,090.87 | 75.18% |
Michael Capobianco MWA Asset Management | 4,700 | $232,727.53 | $430,473 | $197,745.47 | 84.97% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 8,643 | $406,697.88 | $797,187.1 | $390,489.22 | 96.01% |
Lynn A. Jackson Dopkins Wealth Management LLC | 30,442 | $2.05M | $2.79M | $744,255.82 | 36.3% |
| HC Harry Cowley Stonegate Investment Group LLC | 10,150 | $546,305.6 | $918,118.25 | $371,812.65 | 68.06% |
Dominic Corabi Wedmont Private Capital | 2,253 | $162,101.06 | $206,949.31 | $44,848.25 | 27.67% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 8,015 | $422,494.95 | $736,217.82 | $313,722.87 | 74.25% |
Candace Cavalier Congress Wealth Management LLC / DE / | 174,720 | $10.79M | $16.02M | $5.22M | 48.39% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,345 | $270,154.16 | $304,261.2 | $34,107.04 | 12.63% |
Kristie R. Furseth Bowman & Co S.C. | 24,590 | $1.41M | $2.26M | $853,235.7 | 60.5% |
Nabeed Zaman Eagle Strategies LLC | 35,697 | $2.12M | $3.24M | $1.13M | 53.12% |
Caitlin Garner SC&H Financial Advisors Inc. | 3,680 | $303,784 | $334,732.8 | $30,948.8 | 10.19% |
Jonathan Yarger Yarger Wealth Strategies LLC | 2,909 | $213,167.64 | $265,751.69 | $52,584.05 | 24.67% |