| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 61,474 | $3.36M | $7.13M | $3.78M | 112.51% |
Jon Deven Mouton CAP Partners, LLC | 2,402 | $282,159 | $278,607.98 | -$3,551.02 | -1.26% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 30,881 | $2.27M | $3.58M | $1.32M | 58.04% |
Taylor Wagner Valued Wealth Advisors LLC | 1,032 | $59,093.76 | $119,701.68 | $60,607.92 | 102.56% |
Steven JE Manders BKM Wealth Management, LLC | 28,627 | $1.65M | $3.32M | $1.67M | 101.32% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 2,263 | $265,812 | $262,485.37 | -$3,326.63 | -1.25% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,091 | $772,725.29 | $1.63M | $861,689.8 | 111.51% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 14,867 | $1.24M | $1.72M | $488,361.55 | 39.51% |
Mark Fonville Fonville Wealth Management LLC | 4,749 | $250,584.9 | $550,836.51 | $300,251.61 | 119.82% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 10,658 | $553,539.57 | $1.24M | $682,681.85 | 123.33% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,984 | $233,041 | $230,124.16 | -$2,916.84 | -1.25% |
| MG Melissa Glennie Capital Management Associates, Inc | 5,976 | $475,958.6 | $693,156.24 | $217,197.64 | 45.63% |
Anthony Blagrove Traveka Wealth, LLC | 4,016 | $264,856.1 | $465,815.84 | $200,959.74 | 75.88% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,825 | $193,102.97 | $443,661.75 | $250,558.78 | 129.75% |
Julie Beswick Advantage Trust Co | 350 | $17,468.63 | $40,596.5 | $23,127.87 | 132.4% |
Cody Gehman Stonebridge Financial Group, LLC | 66,680 | $4.01M | $7.73M | $3.72M | 92.9% |
Wayne Atkins VCI Wealth Management LLC | 29,521 | $2.41M | $3.59M | $1.18M | 48.77% |
Curtis Burkholder Bare Financial Services, Inc | 668 | $56,374.95 | $77,481.32 | $21,106.37 | 37.44% |
Kevin Stillman Evernest Financial Advisors, LLC | 18,124 | $1.16M | $2.2M | $1.04M | 90.23% |
Keisuke Ichihara Rakuten Securities, Inc. | 636 | $43,344.59 | $73,769.64 | $30,425.05 | 70.19% |