| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 8,845 | $385,166.29 | $547,947.75 | $162,781.46 | 42.26% |
Grant Patterson Caldwell Investment Management Ltd. | 350,000 | $17.06M | $21.68M | $4.62M | 27.08% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1,681 | $92,455 | $104,137.95 | $11,682.95 | 12.64% |
| AS Audrey Soza Custos Family Office LLC | 5,020 | $258,981.8 | $310,989 | $52,007.2 | 20.08% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 775 | $26,028 | $48,011.25 | $21,983.25 | 84.46% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 9,958 | $443,102.28 | $616,898.1 | $173,795.82 | 39.22% |
Candace Cavalier Congress Wealth Management LLC / DE / | 139,948 | $5.19M | $8.67M | $3.48M | 67.11% |
Matt Shibata Morling Financial Advisors LLC | 6,317 | $260,140.61 | $399,550.25 | $139,409.64 | 53.59% |
Nicholas Shaheen FSA Advisors Inc. | 4,413 | $215,121 | $273,385.35 | $58,264.35 | 27.08% |
Barry Oliver Capital Performance Advisors LLP | 34,938 | $1.54M | $2.16M | $625,318.64 | 40.63% |
Jennifer Scott Scott Capital Advisors LLC | 6,626 | $237,193.94 | $410,480.7 | $173,286.76 | 73.06% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,483 | $191,603.41 | $339,671.85 | $148,068.44 | 77.28% |
William T. Hedges Hedges Asset Management LLC | 14,700 | $575,188 | $910,665 | $335,477 | 58.32% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 160,929 | $7.09M | $9.97M | $2.88M | 40.63% |
| RS Radon Stancil POM Investment Strategies LLC | 1,893 | $92,283.82 | $117,271.35 | $24,987.53 | 27.08% |
Li Peng China Universal Asset Management Co. Ltd. | 26,531 | $1.23M | $1.64M | $410,592.09 | 33.3% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 6,506 | $251,094.3 | $403,046.7 | $151,952.4 | 60.52% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 9,361 | $399,157.25 | $579,913.95 | $180,756.7 | 45.28% |
Shaun Peterson Peterson Wealth Services | 84 | $4,786.32 | $5,203.8 | $417.48 | 8.72% |
Taylor Jobe MKT Advisors LLC | 9,990 | $431,593.76 | $618,880.5 | $187,286.74 | 43.39% |