| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,223 | $98,723.43 | $111,438.32 | $12,714.89 | 12.88% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 117 | $3,758.04 | $5,777.46 | $2,019.42 | 53.74% |
Andrew Endelman Independent Wealth Network Inc. | 31,593 | $1.43M | $1.58M | $146,561.63 | 10.26% |
Alexander Eichhorn Tanager Wealth Management LLP | 4,669 | $213,139.85 | $232,766.46 | $19,626.61 | 9.21% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 40,411 | $1.42M | $2.01M | $590,749.29 | 41.49% |
| MAL Mason & Associates LLC Mason & Associates LLC | 388,895 | $13.8M | $19.18M | $5.38M | 39.03% |
| NW Nancy Williamson Helen Stephens Group LLC | 5,575 | $203,769.75 | $277,933.82 | $74,164.07 | 36.4% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 291,410 | $10.97M | $14.57M | $3.6M | 32.79% |
Kevin Batstone BayBridge Capital Group LLC | 161,000 | $5.49M | $7.94M | $2.45M | 44.66% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 16,101 | $724,195.51 | $795,067.38 | $70,871.87 | 9.79% |
Bradley W. Clark Paladin Advisory Group LLC | 30,320 | $979,071.47 | $1.52M | $539,202.53 | 55.07% |
Ashish Sharma DGS Capital Management LLC | 5,055 | $204,676.95 | $253,405.63 | $48,728.68 | 23.81% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,645 | $861,061.18 | $984,509.17 | $123,447.99 | 14.34% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 885 | $40,400.25 | $44,364.78 | $3,964.53 | 9.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 26,238 | $789,996.39 | $1.31M | $524,920.98 | 66.45% |
Brandon Collier Collier Financial | 211,873 | $7.68M | $10.61M | $2.93M | 38.23% |
| DC Dominic Corabi Wedmont Private Capital | 48,645 | $1.71M | $2.41M | $699,758.02 | 40.84% |
Candace Cavalier Congress Wealth Management LLC / DE / | 177,017 | $6.2M | $8.87M | $2.67M | 43.02% |
Matt Shibata Morling Financial Advisors LLC | 2,805 | $96,155.4 | $140,613.81 | $44,458.41 | 46.24% |
Craig Kurth PCG Wealth Advisors LLC | 42,560 | $1.35M | $2.13M | $781,502.45 | 57.8% |