| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 69 | $13,360.73 | $12,998.22 | -$362.51 | -2.71% |
Robert Tutela Essex LLC | 1,982 | $343,078.11 | $360,287.96 | $17,209.85 | 5.02% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,886 | $467,982.61 | $706,397.08 | $238,414.47 | 50.95% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 1,472 | $285,023.36 | $278,472.95 | -$6,550.41 | -2.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 171,378 | $32.47M | $32.42M | -$50,301.97 | -0.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 346 | $45,695.28 | $62,895.88 | $17,200.6 | 37.64% |
William Reid Culp III TAGStone Capital Inc. | 1,125 | $211,137.57 | $211,927.5 | $789.93 | 0.37% |
Dominic Corabi Wedmont Private Capital | 1,391 | $250,157.44 | $252,855.98 | $2,698.54 | 1.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 14,946 | $2.07M | $2.72M | $651,346.68 | 31.53% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,478 | $527,150.16 | $829,146.48 | $301,996.32 | 57.29% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 3,110 | $414,279.1 | $575,847.6 | $161,568.5 | 39% |
Jennifer Carlson Gould Capital LLC | 9 | $1,539.27 | $1,687.68 | $148.41 | 9.64% |
Samantha Pierangeli City State Bank | 185 | $15,216.25 | $33,629.3 | $18,413.05 | 121.01% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,734 | $257,402.61 | $328,038.1 | $70,635.49 | 27.44% |
W. Travis McKinney HB Wealth Management LLC | 12,231 | $1.56M | $2.22M | $662,280.34 | 42.42% |
| EM Erin Mccann Simplicity Wealth LLC | 2,375 | $436,881.25 | $431,727.5 | -$5,153.75 | -1.18% |
Owen Schrum Schrum Private Wealth Management LLC | 1,743 | $253,414.77 | $326,795.09 | $73,380.32 | 28.96% |
Thomas Mason Mason & Associates Inc. | 58,465 | $9.32M | $10.63M | $1.31M | 14.06% |
Kristofer Gray Integrity Financial Corp. /WA | 382 | $51,537.85 | $69,439.96 | $17,902.11 | 34.74% |
Christopher Warner WARNER FINANCIAL Inc. | 3,525 | $455,544.07 | $640,774.5 | $185,230.43 | 40.66% |