| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Davis Burns Matteson Capital Management LLC | 219,926 | $13.96M | $18.79M | $4.83M | 34.58% |
David Spratt Badgley Phelps Wealth Managers LLC | 2,722 | $245,252.19 | $229,900.12 | -$15,352.07 | -6.26% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 97,860 | $8.82M | $8.28M | -$536,272.6 | -6.08% |
Nathan C. Goodman Family Investment Center Inc. | 535,311 | $33.77M | $45.44M | $11.67M | 34.57% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,246 | $202,363 | $189,663.47 | -$12,699.53 | -6.28% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 11,923 | $634,422.83 | $1.01M | $372,712.98 | 58.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 76,179 | $6.58M | $6.47M | -$113,508.41 | -1.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,249 | $240,567.27 | $274,410.54 | $33,843.27 | 14.07% |
Brandon Collier Collier Financial | 49,390 | $3.31M | $4.17M | $860,870.78 | 26% |
William Reid Culp III TAGStone Capital Inc. | 41,572 | $3.12M | $3.51M | $394,083.92 | 12.64% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 5,693 | $411,296.17 | $486,352.99 | $75,056.82 | 18.25% |
| JB Joel Blattner Avaii Wealth Management LLC | 4,795 | $342,420.63 | $409,636.85 | $67,216.22 | 19.63% |
Timothy J. Landolt Endowment Wealth Management Inc. | 106,985 | $7.71M | $9.14M | $1.43M | 18.49% |
| DR Dori Riddle DBK Financial Counsel LLC | 44,828 | $3.77M | $3.79M | $16,586.27 | 0.44% |
Candace Cavalier Congress Wealth Management LLC / DE / | 17,122 | $1.17M | $1.45M | $274,747.92 | 23.46% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 166 | $12,481.54 | $13,992.97 | $1,511.43 | 12.11% |
Nabeed Zaman Eagle Strategies LLC | 101,803 | $6.83M | $8.7M | $1.87M | 27.39% |
David Mailloux WealthCare Investment Partners LLC | 3,710 | $267,904.16 | $316,945.3 | $49,041.14 | 18.31% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,352 | $288,711.68 | $367,526.4 | $78,814.72 | 27.3% |
Caroline Jankowski Operose Advisors LLC | 2,953 | $160,609.43 | $249,410.38 | $88,800.95 | 55.29% |