| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Ungar BlackDiamond Wealth Management LLC | 5,167 | $246,321.37 | $310,950.06 | $64,628.69 | 26.24% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 175,967 | $7.04M | $10.48M | $3.44M | 48.87% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 24,903 | $1.32M | $1.59M | $263,224.71 | 19.9% |
| HC Harry Cowley Stonegate Investment Group LLC | 9,152 | $388,136.32 | $545,001.6 | $156,865.28 | 40.41% |
Dominic Corabi Wedmont Private Capital | 18,005 | $726,160.03 | $1.07M | $346,037.72 | 47.65% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 6,848 | $252,931.78 | $407,798.4 | $154,866.62 | 61.23% |
Bill Ryan Manhattan West Asset Management LLC | 6,110 | $270,206.56 | $367,699.8 | $97,493.24 | 36.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1.02M | $30.13M | $60.74M | $30.62M | 101.63% |
Craig Kurth PCG Wealth Advisors LLC | 36,786 | $2.13M | $2.19M | $61,974.94 | 2.91% |
Barry Oliver Capital Performance Advisors LLP | 7,449 | $456,325.74 | $461,167.59 | $4,841.85 | 1.06% |
Laurel Mason Passaic Partners LLC | 357,183 | $18.97M | $22.11M | $3.14M | 16.57% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,065 | $176,153 | $248,086.95 | $71,933.95 | 40.84% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 5,836 | $357,513.36 | $347,533.8 | -$9,979.56 | -2.79% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 7,337 | $329,734.03 | $454,233.67 | $124,499.64 | 37.76% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 5,840 | $176,504 | $347,772 | $171,268 | 97.03% |
Shaun Peterson Peterson Wealth Services | 2,892 | $128,977.68 | $172,218.6 | $43,240.92 | 33.53% |
Taylor Jobe MKT Advisors LLC | 4,658 | $203,001.73 | $277,383.9 | $74,382.17 | 36.64% |
Seth Scher Matrix Private Capital Group LLC | 144,817 | $8.86M | $8.97M | $107,782.3 | 1.22% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 7,952 | $360,156.51 | $492,308.32 | $132,151.81 | 36.69% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 225 | $10,059.75 | $13,398.75 | $3,339 | 33.19% |