| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 3,684 | $212,456.28 | $197,057.16 | -$15,399.12 | -7.25% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,229 | $427,163.9 | $492,182.57 | $65,018.67 | 15.22% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,761 | $194,101.57 | $198,016.65 | $3,915.08 | 2.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 36,199 | $1.56M | $1.91M | $349,085.34 | 22.42% |
Brandon Collier Collier Financial | 131,424 | $5.36M | $6.92M | $1.56M | 29.05% |
Bill Ryan Manhattan West Asset Management LLC | 53,744 | $2.43M | $2.87M | $441,377.76 | 18.14% |
Candace Cavalier Congress Wealth Management LLC / DE / | 596,772 | $22.4M | $31.68M | $9.28M | 41.41% |
Craig Kurth PCG Wealth Advisors LLC | 7,130 | $341,970.8 | $381,383.7 | $39,412.9 | 11.53% |
Nicholas Shaheen FSA Advisors Inc. | 3,585 | $206,758 | $191,761.65 | -$14,996.35 | -7.25% |
John Flavin Aspire Capital Advisors LLC | 218,016 | $8.83M | $11.48M | $2.65M | 30.01% |
| RS Radon Stancil POM Investment Strategies LLC | 796 | $37,528.49 | $41,909.4 | $4,380.91 | 11.67% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,736 | $215,455.12 | $199,838.64 | -$15,616.48 | -7.25% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 394 | $18,576.28 | $20,759.86 | $2,183.58 | 11.75% |
Jason Whitby Stone Summit Wealth LLC | 39,944 | $1.63M | $2.14M | $507,483.03 | 31.15% |
Katherine Saltonstall Sandy Cove Advisors LLC | 7,536 | $293,342.72 | $396,770.4 | $103,427.68 | 35.26% |
Kimberly Foster Laraway Financial Advisors Inc. | 8,449 | $334,486.35 | $444,839.85 | $110,353.5 | 32.99% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 11,329 | $421,667.59 | $605,988.21 | $184,320.62 | 43.71% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,530 | $63,540.9 | $81,839.7 | $18,298.8 | 28.8% |
Ryan Gough Perfromance Wealth Partners LLC | 3,850 | $222,029.5 | $205,936.5 | -$16,093 | -7.25% |
Timothy Carne SFG Wealth Management LLC | 22,314 | $918,816.31 | $1.19M | $270,743.03 | 29.47% |