| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,194 | $202,857.78 | $208,600.14 | $5,742.36 | 2.83% |
| JB Joel Blattner Avaii Wealth Management LLC | 17,077 | $978,290.24 | $1.11M | $128,982.44 | 13.18% |
Candace Cavalier Congress Wealth Management LLC / DE / | 250,474 | $13.31M | $16.36M | $3.05M | 22.9% |
Barry Oliver Capital Performance Advisors LLP | 4,515 | $273,834.75 | $288,192.45 | $14,357.7 | 5.24% |
John Flavin Aspire Capital Advisors LLC | 11,306 | $511,452.66 | $719,400.78 | $207,948.12 | 40.66% |
William T. Hedges Hedges Asset Management LLC | 15,250 | $638,598.25 | $995,977.5 | $357,379.25 | 55.96% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 30,572 | $1.87M | $2M | $129,425.93 | 6.93% |
| RS Radon Stancil POM Investment Strategies LLC | 513 | $28,480.58 | $33,504.03 | $5,023.45 | 17.64% |
Li Peng China Universal Asset Management Co. Ltd. | 27,000 | $1.43M | $1.76M | $337,942.02 | 23.71% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 7,881 | $484,052.17 | $503,044.23 | $18,992.06 | 3.92% |
Shaun Peterson Peterson Wealth Services | 979 | $44,152.9 | $63,938.49 | $19,785.59 | 44.81% |
Taylor Jobe MKT Advisors LLC | 5,725 | $364,977.44 | $373,899.75 | $8,922.31 | 2.44% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 18,722 | $1.02M | $1.2M | $176,474.96 | 17.33% |
William Liberti Wealth Effects LLC | 13,775 | $736,884.07 | $883,666.25 | $146,782.18 | 19.92% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 17,612 | $928,508.87 | $1.15M | $221,730.85 | 23.88% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 105 | $6,702.11 | $6,857.55 | $155.44 | 2.32% |
John Keene Keene & Associates Inc. | 61,881 | $3.75M | $4.04M | $294,666.62 | 7.86% |
Bert Miller Miller Wealth Advisors LLC | 684 | $42,108.23 | $44,672.04 | $2,563.81 | 6.09% |
Jason Whitby Stone Summit Wealth LLC | 24,808 | $1.55M | $1.62M | $73,581.11 | 4.76% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,932 | $237,942.52 | $256,798.92 | $18,856.4 | 7.92% |