| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,878 | $209,500.27 | $241,464.2 | $31,963.93 | 15.26% |
Timothy J. Landolt Endowment Wealth Management Inc. | 50,158 | $3.5M | $4.21M | $707,032.45 | 20.19% |
Stanley D. Royer Claris Advisors LLC / Mo / | 2,890 | $210,050.05 | $242,471 | $32,420.95 | 15.43% |
Bridget Fagerholt MAS Advisors LLC | 3,122 | $227,068.56 | $261,935.8 | $34,867.24 | 15.36% |
Jacob B. Rue Shore Point Advisors LLC | 63,860 | $3.73M | $5.36M | $1.63M | 43.83% |
Nabeed Zaman Eagle Strategies LLC | 39,702 | $2.51M | $3.33M | $819,659.01 | 32.64% |
M. Katherine Pieper Unionview LLC | 13,709 | $911,376.63 | $1.15M | $238,808.47 | 26.2% |
Amir Ali Monsefi Aire Advisors LLC | 26,677 | $1.85M | $2.32M | $478,690.6 | 25.93% |
Jason Whitby Stone Summit Wealth LLC | 3,483 | $249,119.85 | $292,223.7 | $43,103.85 | 17.3% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,653 | $101,890.92 | $138,686.7 | $36,795.78 | 36.11% |
Clint Dunn Beaird Harris Wealth Management LLC | 5,861 | $331,029.28 | $491,737.9 | $160,708.62 | 48.55% |
Tyler Glazier New Millennium Group LLC | 111 | $6,842.04 | $9,312.9 | $2,470.86 | 36.11% |
Ana-Maria Ignat Covestor Ltd | 82 | $5,772.44 | $7,117.6 | $1,345.16 | 23.3% |
John Gorlow Cardiff Park Advisors LLC | 19,220 | $1.23M | $1.67M | $444,528.82 | 36.13% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 131,519 | $9.87M | $11.03M | $1.16M | 11.75% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,544 | $209,294.88 | $213,441.6 | $4,146.72 | 1.98% |
Bill McVay Red Tortoise LLC | 3,001 | $170,926.42 | $251,783.9 | $80,857.48 | 47.31% |
Samantha Pierangeli City State Bank | 722 | $45,901.21 | $60,575.8 | $14,674.59 | 31.97% |
Christopher Pelch Vance Wealth LLC | 28,383 | $1.49M | $2.47M | $982,559.93 | 65.91% |
Randy D. Kurtz Upper Left Wealth Management LLC | 3,498 | $256,303.03 | $293,482.2 | $37,179.17 | 14.51% |