| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 24,392 | $12.95M | $13.78M | $820,482.44 | 6.33% |
Brandon Collier Collier Financial | 11 | $3,961 | $6,031.08 | $2,070.08 | 52.26% |
Dominic Corabi Wedmont Private Capital | 2,343 | $731,520.45 | $1.3M | $563,736.81 | 77.06% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 62 | $13,949.38 | $34,295.92 | $20,346.54 | 145.86% |
| JB Joel Blattner Avaii Wealth Management LLC | 515 | $110,794.53 | $284,959.8 | $174,165.27 | 157.2% |
Timothy J. Landolt Endowment Wealth Management Inc. | 2,346 | $635,258.98 | $1.3M | $659,967.62 | 103.89% |
Susan M. Stiles Stiles Financial Services Inc. | 1,014 | $359,912.08 | $559,829.4 | $199,917.32 | 55.55% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,159 | $323,221.92 | $639,269.63 | $316,047.71 | 97.78% |
Craig Kurth PCG Wealth Advisors LLC | 13,707 | $4.06M | $7.57M | $3.51M | 86.43% |
Nicholas Shaheen FSA Advisors Inc. | 1,176 | $426,350.88 | $647,023.44 | $220,672.56 | 51.76% |
John Flavin Aspire Capital Advisors LLC | 3,207 | $685,583.89 | $1.76M | $1.07M | 156.47% |
Kristie R. Furseth Bowman & Co S.C. | 627 | $204,695.26 | $350,392.68 | $145,697.42 | 71.18% |
| RS Radon Stancil POM Investment Strategies LLC | 3 | $1,103.33 | $1,646.25 | $542.92 | 49.21% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 5,608 | $1.4M | $3.06M | $1.66M | 118.91% |
Katherine Saltonstall Sandy Cove Advisors LLC | 730 | $265,664.03 | $402,011 | $136,346.97 | 51.32% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 993 | $405,703.04 | $549,446.76 | $143,743.72 | 35.43% |
Tracy Murray EdgeRock Capital LLC | 960 | $347,499.36 | $526,348.8 | $178,849.44 | 51.47% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 100 | $17,487 | $54,999 | $37,512 | 214.51% |
David Mailloux WealthCare Investment Partners LLC | 1,455 | $235,329.87 | $797,514.6 | $562,184.73 | 238.89% |
Dave Reichert Echo45 Advisors LLC | 1,381 | $830,547.17 | $771,758.04 | -$58,789.13 | -7.08% |