| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,112.62 | $779,713.01 | $1.03M | $251,452.12 | 32.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,151 | $293,772.27 | $431,662.66 | $137,890.39 | 46.94% |
Dominic Corabi Wedmont Private Capital | 3,685 | $434,027.15 | $737,147.4 | $303,120.25 | 69.84% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 11.13 | $975.59 | $2,241.48 | $1,265.89 | 129.76% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,155.27 | $379,045.51 | $835,542.09 | $456,496.58 | 120.43% |
Barry Oliver Capital Performance Advisors LLP | 1,232.62 | $209,569.37 | $249,389.03 | $39,819.66 | 19% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 34,828 | $3.82M | $7.03M | $3.22M | 84.31% |
Michael Hogan Promethos Capital LLC | 13,610.39 | $2.34M | $2.73M | $382,805.77 | 16.33% |
Ana-Maria Ignat Covestor Ltd | 604.16 | $93,816.87 | $121,853.84 | $28,036.97 | 29.88% |
Lonny Elfenbein West Michigan Advisors LLC | 4,228.14 | $718,867.68 | $855,436.48 | $136,568.8 | 19% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,753.08 | $735,136.52 | $1.35M | $619,834.41 | 84.32% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,995.23 | $313,824.64 | $1.01M | $692,265.54 | 220.59% |
W. Travis McKinney HB Wealth Management LLC | 5,650 | $733,751 | $1.14M | $405,796.69 | 55.3% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 511 | $52,573.8 | $103,641.02 | $51,067.22 | 97.13% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,098 | $222,498.72 | $222,696.36 | $197.64 | 0.09% |
Courtney Lawson Autumn Glory Partners LLC | 1,916.73 | $213,315.79 | $391,491.69 | $178,175.9 | 83.53% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,309.38 | $327,791.4 | $464,879 | $137,087.6 | 41.82% |
William Jollie Quent Capital LLC | 146.74 | $19,675.92 | $29,595.99 | $9,920.07 | 50.42% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,204.14 | $379,538.99 | $445,951.82 | $66,412.83 | 17.5% |
Dalila Toledo Ascent Group LLC | 1,725.46 | $217,060.54 | $344,928.08 | $127,867.54 | 58.91% |