| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc Dacanay Geometric Wealth Advisors | 17,193 | $441,927.4 | $555,849.69 | $113,922.29 | 25.78% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 69,656 | $1.9M | $2.26M | $363,888.12 | 19.16% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 17,726 | $388,258.14 | $569,004.6 | $180,746.46 | 46.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1.31M | $33.74M | $42.02M | $8.28M | 24.55% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 24,916 | $627,940.76 | $807,652.14 | $179,711.38 | 28.62% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 37,744 | $1.36M | $1.23M | -$137,388.16 | -10.07% |
Dominic Corabi Wedmont Private Capital | 79,393 | $2.21M | $2.56M | $355,733.66 | 16.11% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,055 | $24,426.28 | $34,113.42 | $9,687.14 | 39.66% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 80,163 | $1.88M | $2.59M | $710,056.79 | 37.77% |
Candace Cavalier Congress Wealth Management LLC / DE / | 321,415 | $8.03M | $10.38M | $2.35M | 29.2% |
Kevin Siebert Atmos Advisory LLC | 181 | $4,535.8 | $5,824.58 | $1,288.78 | 28.41% |
Matt Shibata Morling Financial Advisors LLC | 1,201 | $28,143.9 | $39,020.49 | $10,876.59 | 38.65% |
| EM Eric Malden Shearwater Capital LLC | 39,703 | $1.15M | $1.28M | $126,255.54 | 10.94% |
John Flavin Aspire Capital Advisors LLC | 25,071 | $579,332.32 | $815,810.34 | $236,478.02 | 40.82% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 3,165 | $87,040.53 | $102,356.1 | $15,315.57 | 17.6% |
Sara S. Alexander Sonora Investment Management Group LLC | 14,832 | $365,944.88 | $476,848.8 | $110,903.92 | 30.31% |
Amir Ali Monsefi Aire Advisors LLC | 20,000 | $494,912 | $648,300 | $153,388 | 30.99% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 442,107 | $11.03M | $14.36M | $3.33M | 30.2% |
Jason Whitby Stone Summit Wealth LLC | 16,944 | $411,278.43 | $547,714.8 | $136,436.37 | 33.17% |
Kimberly Foster Laraway Financial Advisors Inc. | 47,114 | $1.19M | $1.53M | $343,090.59 | 28.84% |