| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 14,990 | $1.41M | $1.66M | $249,009.74 | 17.62% |
| MR Michael Ryan Whelan Financial | 4,474 | $451,036.54 | $497,799.61 | $46,763.07 | 10.37% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,512 | $308,178.12 | $383,896.72 | $75,718.6 | 24.57% |
Nancy Kay Cross Staff Investments Inc. | 25,233 | $1.83M | $2.75M | $923,066.98 | 50.47% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,402 | $418,813.78 | $489,854.56 | $71,040.78 | 16.96% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 21,709 | $1.81M | $2.37M | $558,677.69 | 30.88% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,227 | $115,414.07 | $133,816.62 | $18,402.55 | 15.94% |
Brandon Collier Collier Financial | 106 | $10,530.77 | $11,560.36 | $1,029.59 | 9.78% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 3,553 | $332,849.35 | $395,235.72 | $62,386.37 | 18.74% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 260,865 | $21.43M | $29.02M | $7.6M | 35.46% |
| JB Joel Blattner Avaii Wealth Management LLC | 2,066 | $214,781.36 | $225,834.46 | $11,053.1 | 5.15% |
Timothy J. Landolt Endowment Wealth Management Inc. | 17,871 | $1.69M | $1.95M | $265,574.73 | 15.73% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 24,413 | $2.31M | $2.71M | $402,544.8 | 17.44% |
Susan M. Stiles Stiles Financial Services Inc. | 4,060 | $263,534.6 | $443,798.6 | $180,264 | 68.4% |
Candace Cavalier Congress Wealth Management LLC / DE / | 94,783 | $8.34M | $10.52M | $2.18M | 26.1% |
Craig Kurth PCG Wealth Advisors LLC | 7,411 | $666,248.9 | $810,096.41 | $143,847.51 | 21.59% |
Sam Sweitzer Anson Capital Inc. | 4,569 | $401,234.79 | $507,661.59 | $106,426.8 | 26.52% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 6,611 | $614,870.75 | $727,077.78 | $112,207.03 | 18.25% |
Katherine Andersen Western Pacific Wealth Management LP | 5,506 | $487,009.23 | $601,860.86 | $114,851.63 | 23.58% |
| JS Jeffrey Sjovall Phraction Management LLC | 9,095 | $637,744.5 | $994,174.45 | $356,429.95 | 55.89% |