| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Sanford Elevation Capital Advisory LLC | 15,985 | $2.21M | $2.24M | $29,252.55 | 1.32% |
Joseph Castro Nuveen LLC | 1,392 | $236,835 | $199,417.91 | -$37,417.09 | -15.8% |
Richard Slavik Newbridge Financial Services Group Inc. | 102 | $12,298.35 | $14,612.52 | $2,314.17 | 18.82% |
Andrew Endelman Independent Wealth Network Inc. | 18,843 | $2.52M | $2.65M | $127,568.98 | 5.06% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 76,701 | $13.05M | $10.81M | -$2.24M | -17.14% |
Nathan C. Goodman Family Investment Center Inc. | 93,073 | $10.76M | $13.2M | $2.44M | 22.65% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 83,256 | $13.64M | $11.81M | -$1.83M | -13.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,518 | $499,298.27 | $503,988.64 | $4,690.37 | 0.94% |
William Reid Culp III TAGStone Capital Inc. | 8,211 | $1.13M | $1.16M | $30,383.04 | 2.69% |
| JB Joel Blattner Avaii Wealth Management LLC | 66,099 | $9.29M | $9.35M | $66,506.01 | 0.72% |
Candace Cavalier Congress Wealth Management LLC / DE / | 106,552 | $12.14M | $14.99M | $2.85M | 23.51% |
Craig Kurth PCG Wealth Advisors LLC | 20,202 | $2.73M | $2.86M | $122,297.04 | 4.47% |
Sam Sweitzer Anson Capital Inc. | 19,395 | $1.72M | $2.73M | $1.02M | 59.29% |
Tyler Glazier New Millennium Group LLC | 18,648 | $2.06M | $2.62M | $555,953.06 | 26.94% |
Brian Kellett Kellett Wealth Advisors LLC | 20,176 | $2.53M | $2.89M | $362,059.36 | 14.32% |
Samantha Pierangeli City State Bank | 350 | $26,355 | $49,024.5 | $22,669.5 | 86.02% |
W. Travis McKinney HB Wealth Management LLC | 1,602 | $232,322.04 | $227,419.92 | -$4,902.12 | -2.11% |
Michelle McCarthy Vantage Financial Partners LLC | 16,136 | $1.96M | $2.27M | $314,418.31 | 16.05% |
| EM Erin Mccann Simplicity Wealth LLC | 2,827 | $480,985.78 | $398,084 | -$82,901.78 | -17.24% |
Owen Schrum Schrum Private Wealth Management LLC | 2,000 | $340,280 | $283,500 | -$56,780 | -16.69% |