| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 19,997 | $2.38M | $2.35M | -$33,761.32 | -1.42% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 16,144 | $1.18M | $1.91M | $728,815.65 | 61.9% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 12,774 | $1.08M | $1.47M | $387,936.02 | 35.79% |
Justin Ericksen Blue Barn Wealth LLC | 23,180 | $1.97M | $2.67M | $701,883.79 | 35.65% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 8,603 | $621,480.72 | $1.02M | $394,361.54 | 63.46% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 235 | $19,706.25 | $27,798.15 | $8,091.9 | 41.06% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,801 | $159,468.17 | $207,511.22 | $48,043.05 | 30.13% |
Christopher Davis Burns Matteson Capital Management LLC | 2,293 | $203,503.75 | $264,199.46 | $60,695.71 | 29.83% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,382 | $230,148.84 | $282,195.54 | $52,046.7 | 22.61% |
Bradley W. Clark Paladin Advisory Group LLC | 65 | $4,793.75 | $7,489.3 | $2,695.55 | 56.23% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 29,898 | $2.72M | $3.44M | $723,270.41 | 26.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,236 | $1.07M | $1.22M | $148,009.54 | 13.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,426 | $312,375.32 | $394,743.72 | $82,368.4 | 26.37% |
Brandon Collier Collier Financial | 29,352 | $2.94M | $3.38M | $439,997.82 | 14.96% |
William Reid Culp III TAGStone Capital Inc. | 18,119 | $1.63M | $2.13M | $502,733.09 | 30.93% |
Dominic Corabi Wedmont Private Capital | 2,147 | $202,483.57 | $247,377.34 | $44,893.77 | 22.17% |
Barry Oliver Capital Performance Advisors LLP | 77,246 | $7.47M | $9.2M | $1.73M | 23.23% |
Nabeed Zaman Eagle Strategies LLC | 6,085 | $523,591.56 | $701,113.7 | $177,522.14 | 33.9% |
Amir Ali Monsefi Aire Advisors LLC | 230,151 | $19.34M | $27.42M | $8.08M | 41.78% |
Katherine Saltonstall Sandy Cove Advisors LLC | 4,736 | $438,444.54 | $545,681.92 | $107,237.38 | 24.46% |