| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 2,146 | $221,510.12 | $214,664.38 | -$6,845.74 | -3.09% |
Nathan C. Goodman Family Investment Center Inc. | 2,152 | $222,129 | $215,264.56 | -$6,864.44 | -3.09% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,575 | $710,761.1 | $797,799 | $87,037.9 | 12.25% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 85,475 | $4.53M | $9M | $4.48M | 98.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,200 | $156,501.41 | $220,066 | $63,564.59 | 40.62% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 340 | $13,929.8 | $34,010.2 | $20,080.4 | 144.15% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,420 | $777,359.4 | $1.14M | $364,983.19 | 46.95% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 87,425 | $5.19M | $8.75M | $3.56M | 68.53% |
Nabeed Zaman Eagle Strategies LLC | 11,141 | $946,000.62 | $1.11M | $168,433.6 | 17.8% |
Clint Dunn Beaird Harris Wealth Management LLC | 200 | $20,644 | $20,006 | -$638 | -3.09% |
Michelle McCarthy Vantage Financial Partners LLC | 2,599 | $186,176.05 | $259,977.97 | $73,801.92 | 39.64% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,950 | $659,558.46 | $795,238.49 | $135,680.03 | 20.57% |
Marc H. Stone Tyler-Stone Wealth Management | 3,100 | $205,375 | $310,093 | $104,718 | 50.99% |
| EM Erin Mccann Simplicity Wealth LLC | 9,125 | $751,475.43 | $947,905 | $196,429.57 | 26.14% |
Chad Soukup jvl associates LLC | 109,689 | $5.36M | $10.97M | $5.62M | 104.84% |
Thomas Mason Mason & Associates Inc. | 4,242 | $378,089.46 | $424,327.26 | $46,237.8 | 12.23% |
Penny Paul Andina Capital Management LLC | 3,152 | $282,381.44 | $327,335.2 | $44,953.76 | 15.92% |
Adam Grossman Mayport LLC | 4,100 | $251,011.36 | $431,256.04 | $180,244.68 | 71.81% |
Christopher M. Marks Sterling Investment Counsel LLC | 10,462 | $932,478.06 | $1.05M | $114,035.79 | 12.23% |
Daniel Ronan Catalyst Financial Partners LLC | 5,647 | $452,325 | $564,869.4 | $112,544.4 | 24.88% |