| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 732 | $316,837.27 | $445,590.35 | $128,753.08 | 40.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,579 | $743,579.81 | $935,825.9 | $192,246.09 | 25.85% |
Patrick M. Markey Northcape Wealth Management LLC | 6,437 | $2.19M | $4M | $1.81M | 82.81% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 2,049 | $813,052.75 | $1.21M | $401,328.04 | 49.36% |
| JPM Justin P. Mason Keb Asset Management LLC | 2,339 | $806,175.86 | $1.39M | $580,079.22 | 71.95% |
Michael Capobianco MWA Asset Management | 9,410 | $3.72M | $5.58M | $1.86M | 49.95% |
Scott Ungar BlackDiamond Wealth Management LLC | 724 | $292,907.41 | $441,118.72 | $148,211.31 | 50.6% |
Thomas Pappas Cottonwood Capital Advisors LLC | 2,235 | $769,621.85 | $1.32M | $554,995.56 | 72.11% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 2,260 | $787,144.4 | $1.38M | $589,828.4 | 74.93% |
Justin Fulmer Shelton Wealth Management LLC | 2,797 | $1.77M | $1.66M | -$116,523.14 | -6.57% |
| HC Harry Cowley Stonegate Investment Group LLC | 115,381 | $47.15M | $68.38M | $21.24M | 45.04% |
Dominic Corabi Wedmont Private Capital | 3,265 | $1.33M | $1.94M | $609,889.02 | 46.02% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 52 | $21,701.16 | $30,818.84 | $9,117.68 | 42.01% |
Susan M. Stiles Stiles Financial Services Inc. | 1,695 | $653,394.8 | $1.05M | $397,115.38 | 60.78% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 911 | $418,161.67 | $555,054.08 | $136,892.41 | 32.74% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,599 | $3.76M | $5.1M | $1.34M | 35.59% |
cullen roche Orcam Financial Group | 634 | $375,315.88 | $386,010.89 | $10,695.01 | 2.85% |
Barry Oliver Capital Performance Advisors LLP | 526 | $306,808.24 | $320,255.09 | $13,446.85 | 4.38% |
| EM Eric Malden Shearwater Capital LLC | 692 | $237,651.36 | $410,127.63 | $172,476.27 | 72.58% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,177 | $478,370.14 | $729,469.31 | $251,099.17 | 52.49% |