| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,588 | $249,810.4 | $333,840.32 | $84,029.92 | 33.64% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,695 | $518,194.6 | $551,262.25 | $33,067.65 | 6.38% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,471 | $328,610.84 | $494,200 | $165,589.16 | 50.39% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,090 | $209,585.2 | $229,761.1 | $20,175.9 | 9.63% |
Dominic Corabi Wedmont Private Capital | 3,246 | $412,116.51 | $682,146.9 | $270,030.39 | 65.52% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,030 | $220,255 | $419,286.35 | $199,031.35 | 90.36% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 11,000 | $699,930 | $2.31M | $1.61M | 229.58% |
Ryan Gough Perfromance Wealth Partners LLC | 1,258 | $241,213.24 | $263,816.19 | $22,602.95 | 9.37% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,081 | $272,888.16 | $434,304.7 | $161,416.54 | 59.15% |
Ana-Maria Ignat Covestor Ltd | 174 | $20,385.84 | $35,591.7 | $15,205.86 | 74.59% |
W. Travis McKinney HB Wealth Management LLC | 2,196 | $421,393.14 | $449,191.8 | $27,798.66 | 6.6% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 5,200 | $331,930 | $1.08M | $746,602 | 224.93% |
Matt Monson Sovereign's Capital Management LLC | 7,103 | $843,381.23 | $1.49M | $649,101.13 | 76.96% |
Jeremy Baltz Raleigh Capital Management Inc. | 7 | $1,342.18 | $1,469.93 | $127.75 | 9.52% |
William Jollie Quent Capital LLC | 462 | $56,067 | $94,502.1 | $38,435.1 | 68.55% |
| EM Erin Mccann Simplicity Wealth LLC | 1,967 | $378,214.76 | $413,384.72 | $35,169.96 | 9.3% |
Ed West Values First Advisors Inc. | 4,498 | $694,848.12 | $940,678.88 | $245,830.76 | 35.38% |
Taro Kuriyama Axq Capita LLP | 5,344 | $898,921.27 | $1.12M | $221,822.41 | 24.68% |
Molly Crider Walker Asset Management LLC | 2,000 | $217,000 | $412,970 | $195,970 | 90.31% |
Mark Fiskio Empirical Asset Management LLC | 3,903 | $748,361.22 | $821,835.19 | $73,473.97 | 9.82% |