| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,106 | $242,690 | $250,873.98 | $8,183.98 | 3.37% |
Ryan Charles Stout Theory Financial LLC | 3,735 | $682,832.7 | $848,330.55 | $165,497.85 | 24.24% |
Armand Doucette Surience Private Wealth LLC | 5,845 | $1.28M | $1.33M | $43,019.26 | 3.35% |
Matthew Liebman Amplius Wealth Advisors LLC | 4,270 | $580,499.42 | $969,674.28 | $389,174.86 | 67.04% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 109,152 | $21.73M | $24.74M | $3.01M | 13.87% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 38,609 | $6.93M | $8.72M | $1.79M | 25.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 39,508 | $6.6M | $8.93M | $2.33M | 35.26% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 2,950 | $504,125.5 | $669,915.49 | $165,789.99 | 32.89% |
Scott Ungar BlackDiamond Wealth Management LLC | 11,649 | $1.5M | $2.65M | $1.14M | 76.18% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 46,603 | $8.1M | $10.56M | $2.46M | 30.37% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,251 | $384,673.39 | $508,568.41 | $123,895.02 | 32.21% |
Dominic Corabi Wedmont Private Capital | 2,735 | $512,443.14 | $620,325.35 | $107,882.21 | 21.05% |
| AS Audrey Soza Custos Family Office LLC | 24,257 | $3.77M | $5.5M | $1.73M | 45.74% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,244 | $178,937.01 | $282,288.48 | $103,351.47 | 57.76% |
Candace Cavalier Congress Wealth Management LLC / DE / | 18,742 | $3.28M | $4.25M | $964,098 | 29.37% |
Matt Shibata Morling Financial Advisors LLC | 697 | $152,942.7 | $157,473.21 | $4,530.51 | 2.96% |
Nicholas Shaheen FSA Advisors Inc. | 962 | $191,129.64 | $218,460.58 | $27,330.94 | 14.3% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 8,121 | $1.46M | $1.84M | $379,615.09 | 25.92% |
Taylor Jobe MKT Advisors LLC | 3,828 | $673,212.21 | $864,860.04 | $191,647.83 | 28.47% |
Matthew Watters Midwest Heritage Bank, FSB | 9,408 | $1.45M | $2.13M | $685,793.82 | 47.4% |