| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,390 | $255,324.02 | $285,847.3 | $30,523.28 | 11.95% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 23,090 | $851,328.3 | $799,218.79 | -$52,109.51 | -6.12% |
Dominic Corabi Wedmont Private Capital | 39,831 | $1.14M | $1.37M | $233,449.75 | 20.55% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 12 | $332.4 | $413.04 | $80.64 | 24.26% |
Candace Cavalier Congress Wealth Management LLC / DE / | 228,624 | $5.99M | $7.86M | $1.88M | 31.33% |
cullen roche Orcam Financial Group | 103,810 | $2.81M | $3.58M | $773,843.25 | 27.55% |
Nicholas Shaheen FSA Advisors Inc. | 8,542 | $314,944 | $293,033.31 | -$21,910.69 | -6.96% |
| EM Eric Malden Shearwater Capital LLC | 36,275 | $1.12M | $1.25M | $123,516.37 | 11% |
John Flavin Aspire Capital Advisors LLC | 13,514 | $298,214.92 | $468,124.96 | $169,910.04 | 56.98% |
| RS Radon Stancil POM Investment Strategies LLC | 375 | $9,415.12 | $12,843.75 | $3,428.63 | 36.42% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 4,191 | $105,236.01 | $144,338.04 | $39,102.03 | 37.16% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 356,528 | $9.37M | $12.32M | $2.95M | 31.42% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 20,887 | $595,356.75 | $717,572.88 | $122,216.13 | 20.53% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 99 | $2,475.6 | $3,401.64 | $926.04 | 37.41% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,530 | $70,966.5 | $86,222.4 | $15,255.9 | 21.5% |
Caroline Jankowski Operose Advisors LLC | 3,326 | $69,891.54 | $113,516.38 | $43,624.84 | 62.42% |
Kathryn Brown Morton Brown Family Wealth LLC | 2,880 | $72,316.8 | $98,510.4 | $26,193.6 | 36.22% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 12,431 | $329,515.84 | $429,366.74 | $99,850.9 | 30.3% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 12,060 | $306,537.21 | $416,009.7 | $109,472.49 | 35.71% |
Morgan Christen Spinnaker Investment Group LLC | 465,014 | $13.24M | $15.95M | $2.71M | 20.45% |