| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 15 | $457.5 | $511.05 | $53.55 | 11.7% |
Kaitlin Yardley Schaeffer Financial LLC | 61,066 | $1.49M | $2.08M | $591,967.8 | 39.77% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,769 | $200,819 | $196,549.83 | -$4,269.17 | -2.13% |
Ryan Charles Stout Theory Financial LLC | 15,618 | $383,586.42 | $532,105.26 | $148,518.84 | 38.72% |
Marc Dacanay Geometric Wealth Advisors | 15,296 | $375,100.32 | $533,218.56 | $158,118.24 | 42.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,458 | $546,541.38 | $652,859.46 | $106,318.08 | 19.45% |
Jonathan Davison Austin Asset Management Co. Inc. | 11,439 | $250,690.74 | $389,726.73 | $139,035.99 | 55.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,674 | $160,731.64 | $193,313.18 | $32,581.54 | 20.27% |
| JPM Justin P. Mason Keb Asset Management LLC | 49,466 | $991,564.54 | $1.69M | $693,742.08 | 69.96% |
Dominic Corabi Wedmont Private Capital | 39,404 | $1.11M | $1.34M | $233,753.05 | 21.08% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 67,339 | $1.67M | $2.29M | $624,274.88 | 37.38% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 72,747 | $1.47M | $2.48M | $1.01M | 68.51% |
Candace Cavalier Congress Wealth Management LLC / DE / | 414,078 | $8.95M | $14.11M | $5.16M | 57.63% |
Nicholas Shaheen FSA Advisors Inc. | 6,638 | $202,459.49 | $233,591.22 | $31,131.73 | 15.38% |
Barry Oliver Capital Performance Advisors LLP | 6,870 | $199,985.7 | $242,991.9 | $43,006.2 | 21.5% |
| EM Eric Malden Shearwater Capital LLC | 9,992 | $218,425.12 | $340,427.44 | $122,002.32 | 55.86% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 6,552 | $228,075.12 | $230,564.88 | $2,489.76 | 1.09% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 15,985 | $407,594.59 | $544,608.95 | $137,014.36 | 33.62% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 6,306 | $219,511.86 | $214,845.42 | -$4,666.44 | -2.13% |
Arlie W. Green Fortress Wealth Management Inc. | 77,913 | $1.89M | $2.65M | $765,380.24 | 40.52% |