| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 10,259 | $526,286.7 | $653,241.82 | $126,955.12 | 24.12% |
Craig Kurth PCG Wealth Advisors LLC | 4,900 | $208,643.23 | $313,649 | $105,005.77 | 50.33% |
| RS Radon Stancil POM Investment Strategies LLC | 2,308 | $134,729.38 | $146,788.8 | $12,059.42 | 8.95% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 15 | $1,013.4 | $957.82 | -$55.58 | -5.48% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 105 | $5,849.01 | $6,664.87 | $815.86 | 13.95% |
Kimberly Foster Laraway Financial Advisors Inc. | 9,493 | $481,765.29 | $609,260.74 | $127,495.45 | 26.46% |
Timothy Carne SFG Wealth Management LLC | 16,619 | $1.06M | $1.06M | -$918.2 | -0.09% |
Loyd Stegent Stegent Equity Advisors Inc. | 6,427 | $341,457.9 | $410,942.38 | $69,484.48 | 20.35% |
Joshua Ryder Taff New Perspectives Inc. | 318,874 | $15.61M | $20.36M | $4.75M | 30.45% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 14,167 | $665,522.58 | $905,908.81 | $240,386.23 | 36.12% |
Ana-Maria Ignat Covestor Ltd | 304 | $17,615.62 | $19,449.92 | $1,834.3 | 10.41% |
John Gorlow Cardiff Park Advisors LLC | 2,987 | $201,801.72 | $189,973.2 | -$11,828.52 | -5.86% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 74,502 | $4.26M | $4.76M | $504,783.16 | 11.86% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 21,704 | $1.02M | $1.39M | $363,950.15 | 35.61% |
D. Patrick Franklin First International Bank & Trust | 48,934 | $2.35M | $3.11M | $765,840.65 | 32.63% |
Morgan Christen Spinnaker Investment Group LLC | 8,808 | $585,386.64 | $560,541.12 | -$24,845.52 | -4.24% |
| MWM Marion Wealth Management Marion Wealth Management | 5,678 | $279,413.08 | $363,732.68 | $84,319.6 | 30.18% |
W. Travis McKinney HB Wealth Management LLC | 3,698 | $218,995.56 | $236,598.04 | $17,602.48 | 8.04% |
Nathan Geraci ETF Store Inc. | 3,471 | $206,144.76 | $221,831.61 | $15,686.85 | 7.61% |
Jeremy Baltz Raleigh Capital Management Inc. | 29,918 | $1.49M | $1.89M | $399,602.61 | 26.74% |