| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley W. Clark Paladin Advisory Group LLC | 28 | $2,402.94 | $3,034.92 | $631.98 | 26.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,204 | $195,058.62 | $238,803.4 | $43,744.78 | 22.43% |
| DC Dominic Corabi Wedmont Private Capital | 25,255 | $1.89M | $2.76M | $870,503.17 | 46.1% |
Candace Cavalier Congress Wealth Management LLC / DE / | 409,969 | $29.08M | $44.44M | $15.35M | 52.79% |
| SS Sam Sweitzer Anson Capital Inc. | 2,259 | $201,886.83 | $244,875.6 | $42,988.77 | 21.29% |
| PS Patrick Severson TrueWealth Financial Partners | 7,657 | $717,767.18 | $829,942.23 | $112,175.05 | 15.63% |
| DL David Lutz LifeGuide Financial Advisors LLC | 5,651 | $481,521.71 | $612,398.87 | $130,877.16 | 27.18% |
Jonathan Yarger Yarger Wealth Strategies LLC | 10,790 | $846,426.56 | $1.17M | $326,608.29 | 38.59% |
| RK Russell Kartub Insight Inv LLC | 287 | $21,163.38 | $31,096.45 | $9,933.07 | 46.94% |
Caroline Jankowski Operose Advisors LLC | 577 | $51,630.9 | $62,587.19 | $10,956.29 | 21.22% |
| SP Samantha Pierangeli City State Bank | 586 | $39,023.88 | $63,706.99 | $24,683.11 | 63.25% |
Christopher Pelch Vance Wealth LLC | 50,762 | $3.71M | $5.51M | $1.8M | 48.55% |
| WTM W. Travis McKinney HB Wealth Management LLC | 31,069 | $2.66M | $3.39M | $731,994.03 | 27.55% |
| WJ William Jollie Quent Capital LLC | 7,450 | $549,363 | $812,795 | $263,432 | 47.95% |
| EM Erin Mccann Simplicity Wealth LLC | 2,940 | $262,747.8 | $320,651.1 | $57,903.3 | 22.04% |
Michael Byun SageView Advisory Group LLC | 2.96M | $247.78M | $322.48M | $74.7M | 30.15% |
| PP Penny Paul Andina Capital Management LLC | 25,169 | $2.05M | $2.75M | $696,246.42 | 33.98% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,275 | $193,237.74 | $248,202.5 | $54,964.76 | 28.44% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 16,964 | $1.4M | $1.85M | $450,224.56 | 32.15% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,032 | $1.32M | $1.75M | $429,176.64 | 32.43% |