| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,601 | $756,132.07 | $888,860.58 | $132,728.51 | 17.55% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,707 | $280,039.15 | $244,685.73 | -$35,353.42 | -12.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,386 | $206,554.85 | $297,087.64 | $90,532.79 | 43.83% |
Brandon Collier Collier Financial | 108 | $4,848 | $9,762.12 | $4,914.12 | 101.36% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 6,750 | $698,287.5 | $610,132.5 | -$88,155 | -12.62% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 2,248 | $232,555.6 | $208,074.88 | -$24,480.72 | -10.53% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,397 | $257,060.57 | $307,054.83 | $49,994.26 | 19.45% |
| HC Harry Cowley Stonegate Investment Group LLC | 19,052 | $1.33M | $1.72M | $394,175.02 | 29.68% |
Dominic Corabi Wedmont Private Capital | 23,129 | $1.75M | $2.13M | $383,546.86 | 21.95% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 12 | $957.12 | $1,106.28 | $149.16 | 15.58% |
Steve Wachs Legacy CG LLC | 75,718 | $5.62M | $6.95M | $1.33M | 23.63% |
Candace Cavalier Congress Wealth Management LLC / DE / | 247,450 | $15.84M | $22.79M | $6.96M | 43.92% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,197 | $229,635.06 | $279,897.35 | $50,262.29 | 21.89% |
| RS Radon Stancil POM Investment Strategies LLC | 29 | $2,082.67 | $2,621.31 | $538.64 | 25.86% |
Li Peng China Universal Asset Management Co. Ltd. | 18,000 | $1.29M | $1.63M | $336,120 | 26.04% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 11,271 | $1.1M | $1.02M | -$77,275.28 | -7.05% |
Taylor Jobe MKT Advisors LLC | 5,175 | $528,889.47 | $467,768.25 | -$61,121.22 | -11.56% |
Seth Scher Matrix Private Capital Group LLC | 3,113 | $223,575.66 | $281,384.07 | $57,808.41 | 25.86% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 9,627 | $568,933.76 | $842,843.85 | $273,910.09 | 48.14% |
William Liberti Wealth Effects LLC | 6,417 | $565,584.57 | $561,808.35 | -$3,776.22 | -0.67% |