| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,437 | $205,911.88 | $330,298.79 | $124,386.91 | 60.41% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 3,880 | $490,361.97 | $521,801.8 | $31,439.83 | 6.41% |
Ryan Charles Stout Theory Financial LLC | 46,809 | $5.96M | $6.3M | $336,322.66 | 5.64% |
Bradley W. Clark Paladin Advisory Group LLC | 834 | $87,847.41 | $112,594.17 | $24,746.76 | 28.17% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,743 | $259,224.54 | $372,142.81 | $112,918.27 | 43.56% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 197,536 | $26.25M | $26.53M | $279,244.74 | 1.06% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,289 | $142,523.02 | $170,547.59 | $28,024.57 | 19.66% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 2,835 | $311,594.85 | $384,340.95 | $72,746.1 | 23.35% |
Dominic Corabi Wedmont Private Capital | 3,355 | $336,388.48 | $449,603.52 | $113,215.04 | 33.66% |
Candace Cavalier Congress Wealth Management LLC / DE / | 41,103 | $4.22M | $5.51M | $1.3M | 30.73% |
Barry Oliver Capital Performance Advisors LLP | 20,798 | $2.51M | $2.8M | $292,274.62 | 11.64% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 1,217 | $117,498.01 | $163,437.01 | $45,939 | 39.1% |
Jeffrey McClean Solidarity Wealth LLC | 2,761 | $303,461.51 | $365,307.91 | $61,846.4 | 20.38% |
Shaun Peterson Peterson Wealth Services | 786 | $104,438.63 | $106,113.93 | $1,675.3 | 1.6% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 60 | $7,248.6 | $8,127 | $878.4 | 12.12% |
Tyler Glazier New Millennium Group LLC | 49 | $4,894.12 | $6,588.05 | $1,693.93 | 34.61% |
Caroline Jankowski Operose Advisors LLC | 490 | $47,319.3 | $65,718.8 | $18,399.5 | 38.88% |
John Gorlow Cardiff Park Advisors LLC | 466 | $57,944.83 | $62,718.94 | $4,774.11 | 8.24% |
Stefan Demuth Ameliora Wealth Management Ltd. | 107 | $12,783.29 | $14,488.33 | $1,705.04 | 13.34% |
Bill McVay Red Tortoise LLC | 1,516 | $198,907.69 | $203,765.56 | $4,857.87 | 2.44% |