| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 29,461 | $1.97M | $2M | $33,106.11 | 1.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 88,426 | $5.3M | $6M | $701,464.2 | 13.23% |
Candace Cavalier Congress Wealth Management LLC / DE / | 78,959 | $5.3M | $5.36M | $55,689.34 | 1.05% |
Barry Oliver Capital Performance Advisors LLP | 194,590 | $11.32M | $13.11M | $1.79M | 15.77% |
John Gorlow Cardiff Park Advisors LLC | 4,049 | $230,776.73 | $272,740.64 | $41,963.91 | 18.18% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 28,093 | $1.66M | $1.91M | $241,280.99 | 14.5% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 5,573 | $347,163.16 | $378,350.97 | $31,187.81 | 8.98% |
Randy D. Kurtz Upper Left Wealth Management LLC | 6,856 | $348,699.08 | $465,453.84 | $116,754.76 | 33.48% |
W. Travis McKinney HB Wealth Management LLC | 9,814 | $597,952.93 | $666,272.46 | $68,319.53 | 11.43% |
Mark Perrault Intergy Private Wealth LLC | 19,326 | $1.1M | $1.31M | $215,642.56 | 19.67% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 13,223 | $782,669.37 | $897,709.47 | $115,040.1 | 14.7% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 4,047 | $219,714.94 | $274,750.83 | $55,035.89 | 25.05% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 62,738 | $3.56M | $4.23M | $667,714.72 | 18.76% |
Timothy Low Forte Asset Management LLC | 5,695 | $304,113 | $386,633.55 | $82,520.55 | 27.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,566 | $219,558.62 | $242,095.74 | $22,537.12 | 10.26% |
| LV Leah Vaden Redwood Financial Network Corp. | 5,175 | $314,337.81 | $348,639.75 | $34,301.94 | 10.91% |
Eric Dahm Range Financial Group LLC | 15,001 | $859,912.45 | $1.02M | $158,505.44 | 18.43% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 6,748 | $361,234.17 | $458,121.72 | $96,887.55 | 26.82% |
Brook Hart Presilium Private Wealth LLC | 10,928 | $600,469.03 | $741,901.92 | $141,432.89 | 23.55% |
Rachel Faulk Cape Investment Advisory Inc. | 732 | $48,614 | $49,644.24 | $1,030.24 | 2.12% |