| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 10,326 | $646,505.33 | $873,476.34 | $226,971.01 | 35.11% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 2,795 | $238,944.55 | $236,429.05 | -$2,515.5 | -1.05% |
Dominic Corabi Wedmont Private Capital | 144,811 | $9.62M | $12.25M | $2.63M | 27.36% |
| AS Audrey Soza Custos Family Office LLC | 4,965 | $424,457.85 | $431,806.05 | $7,348.2 | 1.73% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 22,801 | $1.45M | $1.93M | $480,674.65 | 33.19% |
Candace Cavalier Congress Wealth Management LLC / DE / | 69,674 | $4.32M | $5.89M | $1.57M | 36.38% |
cullen roche Orcam Financial Group | 79,771 | $4.94M | $7M | $2.05M | 41.52% |
Nicholas Shaheen FSA Advisors Inc. | 2,886 | $246,724 | $253,159.92 | $6,435.92 | 2.61% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 2,833 | $214,133.57 | $239,643.47 | $25,509.9 | 11.91% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 15,785 | $914,898.6 | $1.34M | $420,354.55 | 45.95% |
Sam Sweitzer Anson Capital Inc. | 5,937 | $377,299.63 | $502,210.83 | $124,911.2 | 33.11% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 15,665 | $1.15M | $1.37M | $219,024.36 | 18.97% |
Kristie R. Furseth Bowman & Co S.C. | 7,171 | $434,887.86 | $606,594.89 | $171,707.03 | 39.48% |
| RS Radon Stancil POM Investment Strategies LLC | 14 | $1,182 | $1,184.26 | $2.26 | 0.19% |
Jeffrey McClean Solidarity Wealth LLC | 5,891 | $360,840.69 | $498,319.69 | $137,479 | 38.1% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 15,388 | $897,786.8 | $1.3M | $403,884.12 | 44.99% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 28,650 | $1.79M | $2.47M | $683,393.5 | 38.19% |
Andrew Miller OLIO Financial Planning | 24,315 | $1.4M | $2.06M | $652,422.31 | 46.46% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 78,176 | $4.67M | $6.61M | $1.94M | 41.45% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 8,524 | $508,747.56 | $721,045.16 | $212,297.6 | 41.73% |