| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley W. Clark Paladin Advisory Group LLC | 24,706 | $2.99M | $3.52M | $525,098.22 | 17.56% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 150,022 | $23.58M | $21.62M | -$1.95M | -8.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 43,236 | $4.47M | $6.28M | $1.81M | 40.54% |
William Reid Culp III TAGStone Capital Inc. | 8,340 | $1.1M | $1.19M | $91,482.08 | 8.34% |
Scott Ungar BlackDiamond Wealth Management LLC | 11,820 | $1.4M | $1.68M | $282,027.19 | 20.13% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 6,659 | $835,563.83 | $959,894.85 | $124,331.02 | 14.88% |
Dominic Corabi Wedmont Private Capital | 48,777 | $6.72M | $6.98M | $264,915.03 | 3.94% |
Timothy J. Landolt Endowment Wealth Management Inc. | 66,902 | $7.29M | $9.55M | $2.26M | 31.01% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,177 | $386,497.81 | $596,955.95 | $210,458.14 | 54.45% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,412 | $228,094.47 | $201,132.34 | -$26,962.13 | -11.82% |
Bridget Fagerholt MAS Advisors LLC | 25,842 | $2.43M | $3.7M | $1.27M | 52.12% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 45,920 | $5.5M | $6.61M | $1.11M | 20.27% |
Taylor Jobe MKT Advisors LLC | 4,043 | $470,710.76 | $576,329.65 | $105,618.89 | 22.44% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 19 | $1,805.19 | $2,694.2 | $889.01 | 49.25% |
Nabeed Zaman Eagle Strategies LLC | 1,703 | $274,086.68 | $239,935.67 | -$34,151.01 | -12.46% |
Michelle Wells Darrow Company Inc. | 48,493 | $4.69M | $6.94M | $2.25M | 47.85% |
David Mailloux WealthCare Investment Partners LLC | 72,886 | $6.47M | $10.37M | $3.9M | 60.24% |
Ryan Gough Perfromance Wealth Partners LLC | 912,173 | $130.98M | $129.93M | -$1.04M | -0.8% |
| HGL Herbst Group LLC Herbst Group LLC | 15,365 | $2.48M | $2.2M | -$283,099.98 | -11.41% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 2,415 | $223,859.37 | $348,194.68 | $124,335.31 | 55.54% |