| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 5,875 | $266,487.81 | $344,568.75 | $78,080.94 | 29.3% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1.17M | $36.19M | $66.15M | $29.96M | 82.78% |
Craig Kurth PCG Wealth Advisors LLC | 39,847 | $2.02M | $2.25M | $221,150.85 | 10.92% |
John Flavin Aspire Capital Advisors LLC | 119,828 | $4.67M | $7.05M | $2.38M | 51.01% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 5,006 | $218,161.48 | $293,301.54 | $75,140.06 | 34.44% |
| RM Robert Macaulay Jmac Enterprises LLC | 192,070 | $6.57M | $10.83M | $4.25M | 64.75% |
Nabeed Zaman Eagle Strategies LLC | 239,684 | $9.61M | $13.51M | $3.9M | 40.58% |
David Mailloux WealthCare Investment Partners LLC | 41,234 | $1.57M | $2.4M | $836,859.96 | 53.4% |
Jonathan Yarger Yarger Wealth Strategies LLC | 3,596 | $211,876.32 | $202,670.56 | -$9,205.76 | -4.34% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 12,000 | $707,040 | $676,320 | -$30,720 | -4.34% |
Tyler Glazier New Millennium Group LLC | 5,744 | $267,698.19 | $323,731.84 | $56,033.65 | 20.93% |
Caroline Jankowski Operose Advisors LLC | 545 | $22,533.91 | $31,877.05 | $9,343.14 | 41.46% |
Brian Ramsay Wealthspan Partners LLC | 8,138 | $235,613.42 | $477,293.7 | $241,680.28 | 102.57% |
Stefan Demuth Ameliora Wealth Management Ltd. | 4,000 | $161,640 | $225,440 | $63,800 | 39.47% |
Bill McVay Red Tortoise LLC | 30 | $1,110.6 | $1,690.8 | $580.2 | 52.24% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 39,904 | $1.32M | $2.25M | $926,067.93 | 70% |
Suzanne Hammer 5th Street Advisors LLC | 146,296 | $5.63M | $8.61M | $2.98M | 52.85% |
W. Travis McKinney HB Wealth Management LLC | 5,768 | $237,070.35 | $325,084.48 | $88,014.13 | 37.13% |
Joel A. Schreiber SFI Advisors LLC | 38,723 | $1.54M | $2.18M | $642,663.25 | 41.74% |
| MC mike Chen Byrne Asset Management LLC | 150 | $8,838 | $8,797.5 | -$40.5 | -0.46% |