| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Joel Blattner Avaii Wealth Management LLC | 8,331 | $362,865.03 | $363,231.6 | $366.57 | 0.1% |
Bill Ryan Manhattan West Asset Management LLC | 268,350 | $10.99M | $11.57M | $582,968.34 | 5.3% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 6,247 | $266,684.43 | $277,054.45 | $10,370.02 | 3.89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,368 | $802,906.56 | $903,320.8 | $100,414.24 | 12.51% |
Barry Oliver Capital Performance Advisors LLP | 61,052 | $2.8M | $2.71M | -$96,309.64 | -3.44% |
Laurel Mason Passaic Partners LLC | 421,077 | $17.43M | $18.66M | $1.22M | 7.03% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 6,716 | $274,194.13 | $297,585.96 | $23,391.83 | 8.53% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 1,100 | $50,479 | $48,785 | -$1,694 | -3.36% |
| RS Radon Stancil POM Investment Strategies LLC | 270 | $11,538.23 | $11,974.5 | $436.27 | 3.78% |
Taylor Jobe MKT Advisors LLC | 4,442 | $143,973.5 | $197,002.7 | $53,029.2 | 36.83% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 41,945 | $1.31M | $1.86M | $548,043.68 | 41.82% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 280 | $10,598 | $12,418 | $1,820 | 17.17% |
| RM Robert Macaulay Jmac Enterprises LLC | 138,506 | $5.7M | $6.14M | $439,270.52 | 7.7% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 532 | $15,678.04 | $23,594.2 | $7,916.16 | 50.49% |
Nabeed Zaman Eagle Strategies LLC | 4,985 | $213,584.57 | $221,084.75 | $7,500.18 | 3.51% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 23,511 | $827,398.49 | $1.04M | $215,314.36 | 26.02% |
Jason Whitby Stone Summit Wealth LLC | 24,995 | $869,305.01 | $1.11M | $239,223.24 | 27.52% |
Kimberly Foster Laraway Financial Advisors Inc. | 40,872 | $1.46M | $1.81M | $349,745.06 | 23.91% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 14,994 | $500,103.5 | $664,983.9 | $164,880.4 | 32.97% |
Ryan Gough Perfromance Wealth Partners LLC | 37,763 | $1.34M | $1.65M | $309,817.38 | 23.17% |