| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 895 | $248,639.3 | $309,813.2 | $61,173.9 | 24.6% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 18,403 | $3.96M | $6.37M | $2.41M | 61.05% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 10,837 | $2.88M | $3.83M | $947,054.78 | 32.84% |
Bradley W. Clark Paladin Advisory Group LLC | 998 | $209,439.78 | $345,467.68 | $136,027.9 | 64.95% |
Ashish Sharma DGS Capital Management LLC | 2,235 | $576,955.52 | $782,585.23 | $205,629.71 | 35.64% |
Armand Doucette Surience Private Wealth LLC | 7,064 | $2.41M | $2.49M | $85,085.95 | 3.53% |
Nancy Kay Cross Staff Investments Inc. | 2,649 | $508,089.12 | $927,547.35 | $419,458.23 | 82.56% |
Matthew Liebman Amplius Wealth Advisors LLC | 73,412 | $17.03M | $25.41M | $8.38M | 49.19% |
Paul N. Clark Mi LLCapital Management LLC | 3,210 | $618,117.6 | $1.12M | $505,863.9 | 81.84% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,699 | $534,103.44 | $600,604.99 | $66,501.55 | 12.45% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,125 | $273,412.73 | $393,918.74 | $120,506.01 | 44.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 699 | $190,042.45 | $241,196.94 | $51,154.49 | 26.92% |
Patrick M. Markey Northcape Wealth Management LLC | 12,558 | $2.43M | $4.4M | $1.96M | 80.72% |
William Reid Culp III TAGStone Capital Inc. | 604 | $205,806.95 | $211,490.6 | $5,683.65 | 2.76% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,198 | $307,286.24 | $414,699.68 | $107,413.44 | 34.96% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 13,791 | $4.14M | $4.89M | $750,784.79 | 18.14% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 649 | $202,565.88 | $229,012.63 | $26,446.75 | 13.06% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,492 | $1.02M | $1.22M | $199,785.57 | 19.53% |
| HC Harry Cowley Stonegate Investment Group LLC | 19,247 | $3.72M | $6.74M | $3.02M | 81.12% |
Dominic Corabi Wedmont Private Capital | 5,932 | $1.43M | $2.1M | $666,234.79 | 46.54% |