| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 1,634 | $253,464.3 | $265,606.7 | $12,142.4 | 4.79% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 20,916 | $3.14M | $3.5M | $363,546.04 | 11.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,417 | $1.97M | $2.18M | $213,154.78 | 10.83% |
Matthew B. Boersen Straight Path Wealth Management | 2,019 | $314,812.86 | $328,188.45 | $13,375.59 | 4.25% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 6,747 | $973,211.36 | $1.1M | $123,513.49 | 12.69% |
Brandon Collier Collier Financial | 973 | $135,414.19 | $158,161.15 | $22,746.96 | 16.8% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 112,814 | $15.32M | $18.34M | $3.02M | 19.71% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 14,554 | $2.31M | $2.47M | $161,112.78 | 6.98% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 2,672 | $423,939.52 | $450,071.68 | $26,132.16 | 6.16% |
Dominic Corabi Wedmont Private Capital | 3,019 | $408,774.27 | $490,738.45 | $81,964.18 | 20.05% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 48 | $7,091.04 | $7,802.4 | $711.36 | 10.03% |
Bill Ryan Manhattan West Asset Management LLC | 23,431 | $3.59M | $3.95M | $361,101.65 | 10.07% |
Candace Cavalier Congress Wealth Management LLC / DE / | 496,404 | $71.23M | $80.69M | $9.46M | 13.29% |
Jared Schneid Connective Portfolio Management LLC | 7,000 | $1.08M | $1.14M | $54,250 | 5.01% |
Laurel Mason Passaic Partners LLC | 120,076 | $17.61M | $20.1M | $2.49M | 14.15% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 2,797 | $381,824.99 | $471,126.68 | $89,301.69 | 23.39% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 1,433 | $217,537.89 | $232,934.15 | $15,396.26 | 7.08% |
John Flavin Aspire Capital Advisors LLC | 12,108 | $1.78M | $1.96M | $187,553.04 | 10.57% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,130 | $574,755.57 | $691,238.1 | $116,482.53 | 20.27% |
Kristie R. Furseth Bowman & Co S.C. | 2,354 | $364,399.2 | $382,642.7 | $18,243.5 | 5.01% |