| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 38,590 | $2.19M | $3.01M | $822,780.53 | 37.65% |
Michael Capobianco MWA Asset Management | 12,402 | $637,886.08 | $981,618.3 | $343,732.22 | 53.89% |
Dominic Corabi Wedmont Private Capital | 37,109 | $2.35M | $2.92M | $564,173.88 | 23.97% |
| AS Audrey Soza Custos Family Office LLC | 130,066 | $7.23M | $10.22M | $3M | 41.47% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,721 | $149,075.22 | $213,911.41 | $64,836.19 | 43.49% |
| JB Joel Blattner Avaii Wealth Management LLC | 7,038 | $391,716.42 | $556,670.61 | $164,954.19 | 42.11% |
Timothy J. Landolt Endowment Wealth Management Inc. | 75,683 | $4.75M | $5.99M | $1.25M | 26.29% |
Candace Cavalier Congress Wealth Management LLC / DE / | 95,908 | $5.88M | $7.54M | $1.65M | 28.04% |
Barry Oliver Capital Performance Advisors LLP | 536,322 | $37.67M | $42.31M | $4.64M | 12.31% |
Jennifer Scott Scott Capital Advisors LLC | 545,430 | $32.84M | $42.88M | $10.03M | 30.55% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 10,179 | $663,089.93 | $799,814.92 | $136,724.99 | 20.62% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 17,859 | $864,042.43 | $1.41M | $550,301.07 | 63.69% |
William Liberti Wealth Effects LLC | 9,213 | $504,975.97 | $727,096.41 | $222,120.44 | 43.99% |
Nabeed Zaman Eagle Strategies LLC | 221,780 | $12.98M | $17.49M | $4.51M | 34.79% |
David Mailloux WealthCare Investment Partners LLC | 13,219 | $716,083.38 | $1.05M | $330,266.56 | 46.12% |
Jonathan Yarger Yarger Wealth Strategies LLC | 120,776 | $6.8M | $9.57M | $2.77M | 40.68% |
Fanie Gouws Gouws Capital LLC | 20,242 | $1.18M | $1.59M | $405,683.46 | 34.24% |
Clint Dunn Beaird Harris Wealth Management LLC | 446 | $28,517.24 | $35,102.43 | $6,585.19 | 23.09% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 131,651 | $6.74M | $10.35M | $3.61M | 53.59% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,751 | $235,235.24 | $295,410 | $60,174.76 | 25.58% |