| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Lemanski Channing Global Advisors LLC | 14,641 | $1.27M | $1.6M | $325,701.59 | 25.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,218 | $105,265.58 | $135,405.06 | $30,139.48 | 28.63% |
William Reid Culp III TAGStone Capital Inc. | 8,389 | $890,240.68 | $933,779.59 | $43,538.91 | 4.89% |
| HPL Highlander Partners LP Highlander Partners LP | 87,200 | $11.53M | $9.52M | -$2.01M | -17.47% |
Dominic Corabi Wedmont Private Capital | 3,223 | $279,259.5 | $355,126.25 | $75,866.75 | 27.17% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 6 | $508.74 | $661.41 | $152.67 | 30.01% |
Timothy J. Landolt Endowment Wealth Management Inc. | 2,188 | $232,844.05 | $242,189.72 | $9,345.67 | 4.01% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,906 | $1M | $979,749.06 | -$22,586.44 | -2.25% |
Barry Oliver Capital Performance Advisors LLP | 4,808 | $603,211.68 | $529,481 | -$73,730.68 | -12.22% |
Li Peng China Universal Asset Management Co. Ltd. | 3,445 | $615,724.85 | $378,157.65 | -$237,567.2 | -38.58% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 8 | $678.32 | $880.88 | $202.56 | 29.86% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,464 | $392,852.24 | $380,762.88 | -$12,089.36 | -3.08% |
Nabeed Zaman Eagle Strategies LLC | 2,057 | $221,209.78 | $224,439.27 | $3,229.49 | 1.46% |
Patrick Severson TrueWealth Financial Partners | 4,361 | $547,131.06 | $475,894.12 | -$71,236.94 | -13.02% |
Bert Miller Miller Wealth Advisors LLC | 315 | $31,247.7 | $34,999.65 | $3,751.95 | 12.01% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 14,870 | $1.36M | $1.65M | $295,227.6 | 21.77% |
Clint Dunn Beaird Harris Wealth Management LLC | 11 | $1,443.47 | $1,204.28 | -$239.19 | -16.57% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,668 | $462,255.66 | $291,065.46 | -$171,190.2 | -37.03% |
Tyler Glazier New Millennium Group LLC | 36 | $2,660.24 | $3,952.62 | $1,292.38 | 48.58% |
Kathryn Brown Morton Brown Family Wealth LLC | 150 | $14,451 | $16,461 | $2,010 | 13.91% |