| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,552 | $305,487.09 | $366,620.32 | $61,133.23 | 20.01% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,132 | $190,027.14 | $311,741.04 | $121,713.9 | 64.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 85 | $10,944.33 | $12,470.35 | $1,526.02 | 13.94% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 7 | $665.49 | $1,023.54 | $358.05 | 53.8% |
| JB Joel Blattner Avaii Wealth Management LLC | 1,456 | $214,337.76 | $212,299.36 | -$2,038.4 | -0.95% |
| SMS Susan M. Stiles Stiles Financial Services Inc. | 1,445 | $212,718.45 | $211,287.9 | -$1,430.55 | -0.67% |
Candace Cavalier Congress Wealth Management LLC / DE / | 18,977 | $2.07M | $2.77M | $702,961.07 | 33.93% |
Barry Oliver Capital Performance Advisors LLP | 1,559 | $202,092.41 | $227,956.98 | $25,864.57 | 12.8% |
Kristie R. Furseth Bowman & Co S.C. | 3,862 | $434,995.78 | $564,701.64 | $129,705.86 | 29.82% |
| SP Shaun Peterson Peterson Wealth Services | 1,965 | $260,060.97 | $287,322.3 | $27,261.33 | 10.48% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 6,065 | $574,000.43 | $886,824.3 | $312,823.87 | 54.5% |
Ana-Maria Ignat Covestor Ltd | 6,561 | $685,702.13 | $960,005.52 | $274,303.39 | 40% |
Kathryn Brown Morton Brown Family Wealth LLC | 14 | $1,758.82 | $2,038.12 | $279.3 | 15.88% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,320 | $263,412.8 | $335,158.8 | $71,746 | 27.24% |
Bill McVay Red Tortoise LLC | 23 | $2,028.37 | $3,322.69 | $1,294.32 | 63.81% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,736 | $319,709.04 | $400,331.52 | $80,622.48 | 25.22% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $113.54 | $146.32 | $32.78 | 28.87% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,340 | $555,268.9 | $626,978.1 | $71,709.2 | 12.91% |
| WJ William Jollie Quent Capital LLC | 1,496 | $188,540.77 | $221,258.4 | $32,717.63 | 17.35% |
Michael Byun SageView Advisory Group LLC | 189 | $23,764 | $27,953.1 | $4,189.1 | 17.63% |