| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc Dacanay Geometric Wealth Advisors | 2,039 | $428,377.25 | $504,101.97 | $75,724.72 | 17.68% |
Matthew Liebman Amplius Wealth Advisors LLC | 910 | $224,051.11 | $214,905.6 | -$9,145.51 | -4.08% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 17,281 | $3.51M | $4.33M | $821,858.75 | 23.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,180 | $234,120.66 | $278,668.8 | $44,548.14 | 19.03% |
Scott Ungar BlackDiamond Wealth Management LLC | 853 | $210,017.14 | $210,887.19 | $870.05 | 0.41% |
Dominic Corabi Wedmont Private Capital | 32,969 | $6.25M | $7.79M | $1.54M | 24.63% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 354 | $47,032.44 | $83,600.64 | $36,568.2 | 77.75% |
Bill Ryan Manhattan West Asset Management LLC | 1,548 | $252,592.19 | $382,712.04 | $130,119.85 | 51.51% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,250 | $1.66M | $2.18M | $521,262.25 | 31.34% |
Nicholas Shaheen FSA Advisors Inc. | 1,625 | $400,151 | $404,413.75 | $4,262.75 | 1.07% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,829 | $306,264.5 | $455,183.23 | $148,918.73 | 48.62% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 2,428 | $366,806.79 | $573,396.48 | $206,589.69 | 56.32% |
Taylor Jobe MKT Advisors LLC | 1,725 | $276,673.19 | $407,376 | $130,702.81 | 47.24% |
Seth Scher Matrix Private Capital Group LLC | 200 | $41,160 | $50,120 | $8,960 | 21.77% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 498 | $81,881.16 | $117,607.68 | $35,726.52 | 43.63% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 1,487 | $210,966.4 | $372,642.21 | $161,675.81 | 76.64% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 60 | $10,372.46 | $14,169.6 | $3,797.14 | 36.61% |
Katherine Andersen Western Pacific Wealth Management LP | 150 | $24,849 | $37,096.5 | $12,247.5 | 49.29% |
Nabeed Zaman Eagle Strategies LLC | 2,353 | $419,532.97 | $555,684.48 | $136,151.51 | 32.45% |
Caitlin Garner SC&H Financial Advisors Inc. | 4,265 | $679,229.3 | $1.01M | $327,993.1 | 48.29% |