| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 106,227 | $1.52M | $2.24M | $716,853.34 | 47.11% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 123,593 | $1.19M | $2.61M | $1.42M | 119.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,405 | $218,279.31 | $327,214 | $108,934.69 | 49.91% |
Katherine Saltonstall Sandy Cove Advisors LLC | 15,350 | $192,972.5 | $288,580 | $95,607.5 | 49.54% |
Clint Dunn Beaird Harris Wealth Management LLC | 87,133 | $875,486.53 | $1.64M | $762,613.87 | 87.11% |
Jennifer Carlson Gould Capital LLC | 500 | $11,825 | $10,410 | -$1,415 | -11.97% |
Penny A. Phillips Journey Strategic Wealth LLC | 31,387 | $400,709.08 | $590,075.6 | $189,366.52 | 47.26% |
Russell Kartub Insight Inv LLC | 25,750 | $225,827.5 | $484,100 | $258,272.5 | 114.37% |
Samantha Pierangeli City State Bank | 5,000 | $40,880 | $94,000 | $53,120 | 129.94% |
Mike Meixler Meixler Investment Management Ltd. | 16,970 | $180,601.15 | $319,036 | $138,434.85 | 76.65% |
| EM Erin Mccann Simplicity Wealth LLC | 109,019 | $2.33M | $2.11M | -$218,129.81 | -9.37% |
| KB Kimberly Byrne Bill Few Associates Inc. | 22,150 | $177,643 | $416,420 | $238,777 | 134.41% |
Mark Fiskio Empirical Asset Management LLC | 122,100 | $2.3M | $2.54M | $239,316 | 10.39% |
Timothy Gerlach Novem Group | 15,225 | $154,513.75 | $286,230 | $131,716.25 | 85.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 134,232 | $1.1M | $2.52M | $1.43M | 129.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 862 | $9,999.2 | $16,205.6 | $6,206.4 | 62.07% |
William Cantus Pacific Sage Partners LLC | 455,651 | $4M | $8.82M | $4.81M | 120.3% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 383,541 | $6.35M | $7.42M | $1.08M | 16.96% |
Mark Mowrey Signature Resources Capital Management LLC | 90 | $1,698 | $1,692 | -$6 | -0.35% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 43,660 | $610,877.56 | $820,808 | $209,930.44 | 34.37% |