| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 3,019 | $338,140.47 | $443,823.19 | $105,682.72 | 31.25% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,920 | $1M | $1.4M | $399,734.76 | 39.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,240 | $134,320.24 | $182,292.4 | $47,972.16 | 35.71% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 2,800 | $327,000 | $411,627.98 | $84,627.98 | 25.88% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,490 | $149,298 | $235,464.7 | $86,166.7 | 57.71% |
Justin Fulmer Shelton Wealth Management LLC | 9,204 | $777,857.15 | $1.35M | $575,222.84 | 73.95% |
Timothy J. Landolt Endowment Wealth Management Inc. | 6,409 | $1.01M | $973,398.92 | -$40,825.33 | -4.03% |
Candace Cavalier Congress Wealth Management LLC / DE / | 22,021 | $1.74M | $3.24M | $1.5M | 86.54% |
Matt Shibata Morling Financial Advisors LLC | 228 | $36,081 | $34,628.64 | -$1,452.36 | -4.03% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 8,000 | $654,290 | $1.18M | $521,789.96 | 79.75% |
Li Peng China Universal Asset Management Co. Ltd. | 608 | $60,921.6 | $89,382.08 | $28,460.48 | 46.72% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,585 | $399,495.55 | $564,314.85 | $164,819.3 | 41.26% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 7 | $630.42 | $1,029.07 | $398.65 | 63.24% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 1,856 | $148,176.57 | $272,850.56 | $124,673.99 | 84.14% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 2,275 | $252,712.75 | $362,612.25 | $109,899.5 | 43.49% |
Lindsey Seagraves Carson Advisory Inc. | 1,531 | $242,280.75 | $241,943.93 | -$336.82 | -0.14% |
Ana-Maria Ignat Covestor Ltd | 52 | $6,691.72 | $8,183.24 | $1,491.52 | 22.29% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 4,992 | $789,984 | $733,873.89 | -$56,110.11 | -7.1% |
Christopher Pelch Vance Wealth LLC | 1,786 | $217,766.98 | $281,134.26 | $63,367.28 | 29.1% |
Roger Steed KRS Capital Management LLC | 1,683 | $205,208.19 | $247,417.82 | $42,209.63 | 20.57% |