| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,537 | $222,661.77 | $294,292 | $71,630.23 | 32.17% |
Christopher Davis Burns Matteson Capital Management LLC | 2,293 | $203,503.75 | $264,337.04 | $60,833.29 | 29.89% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,421 | $233,917.02 | $281,271.78 | $47,354.76 | 20.24% |
Bradley W. Clark Paladin Advisory Group LLC | 80 | $5,900 | $9,273.2 | $3,373.2 | 57.17% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 30,848 | $2.81M | $3.58M | $765,989.77 | 27.26% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,711 | $413,211.89 | $546,570.22 | $133,358.33 | 32.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,426 | $312,375.32 | $397,861.38 | $85,486.06 | 27.37% |
Brandon Collier Collier Financial | 22,350 | $2.11M | $2.59M | $482,913.48 | 22.91% |
| WRC William Reid Culp III TAGStone Capital Inc. | 19,414 | $1.75M | $2.25M | $507,242.25 | 29.06% |
| DC Dominic Corabi Wedmont Private Capital | 2,147 | $202,483.57 | $249,363.31 | $46,879.74 | 23.15% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 103 | $9,306.05 | $11,950.06 | $2,644.01 | 28.41% |
Barry Oliver Capital Performance Advisors LLP | 77,064 | $7.45M | $8.94M | $1.5M | 20.08% |
| NZ Nabeed Zaman Eagle Strategies LLC | 6,078 | $522,757.65 | $705,868.53 | $183,110.88 | 35.03% |
Amir Ali Monsefi Aire Advisors LLC | 227,655 | $19.04M | $26.44M | $7.4M | 38.85% |
Katherine Saltonstall Sandy Cove Advisors LLC | 4,736 | $438,444.54 | $550,015.36 | $111,570.82 | 25.45% |
Kimberly Foster Laraway Financial Advisors Inc. | 3,935 | $329,829.55 | $456,991.22 | $127,161.67 | 38.55% |
| TG Tyler Glazier New Millennium Group LLC | 25 | $2,354.75 | $2,903 | $548.25 | 23.28% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 21,203 | $1.55M | $2.46M | $917,257.12 | 59.36% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,438 | $371,008.87 | $515,340.56 | $144,331.69 | 38.9% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 24,680 | $2.15M | $2.87M | $713,005.2 | 33.12% |