| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynn A. Jackson Dopkins Wealth Management LLC | 88,695 | $4.97M | $7.99M | $3.02M | 60.69% |
Dominic Corabi Wedmont Private Capital | 72,515 | $4.85M | $6.53M | $1.68M | 34.52% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 247 | $14,521.13 | $22,244.82 | $7,723.69 | 53.19% |
| DR Dori Riddle DBK Financial Counsel LLC | 15,343 | $986,211.12 | $1.38M | $395,274.13 | 40.08% |
Steve Wachs Legacy CG LLC | 126,193 | $10.35M | $11.38M | $1.03M | 9.91% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1.32M | $70.79M | $118.69M | $47.9M | 67.66% |
Stanley D. Royer Claris Advisors LLC / Mo / | 2,872 | $197,010.71 | $258,939.52 | $61,928.81 | 31.43% |
Craig Kurth PCG Wealth Advisors LLC | 14,656 | $1.18M | $1.32M | $139,229.7 | 11.83% |
Barry Oliver Capital Performance Advisors LLP | 11,476 | $664,588.16 | $1.03M | $360,505.54 | 54.24% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 129,969 | $12.54M | $11.63M | -$908,483.31 | -7.24% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 23,762 | $1.56M | $2.13M | $569,384.48 | 36.57% |
| RS Radon Stancil POM Investment Strategies LLC | 3,489 | $286,919.76 | $311,340.91 | $24,421.15 | 8.51% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 102,989 | $5.87M | $9.31M | $3.43M | 58.51% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 14,503 | $697,078.77 | $1.31M | $608,481.29 | 87.29% |
Jacob B. Rue Shore Point Advisors LLC | 89,361 | $6.46M | $7.99M | $1.53M | 23.66% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 170 | $12,768.7 | $15,176.75 | $2,408.05 | 18.86% |
Caitlin Garner SC&H Financial Advisors Inc. | 332,081 | $19.57M | $29.7M | $10.14M | 51.81% |
Arlie W. Green Fortress Wealth Management Inc. | 19,924 | $1.1M | $1.8M | $699,938.7 | 63.87% |
Amir Ali Monsefi Aire Advisors LLC | 186,412 | $10.1M | $16.74M | $6.63M | 65.65% |
Jason Whitby Stone Summit Wealth LLC | 30,841 | $1.98M | $2.76M | $774,575.61 | 39.04% |