| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 37,274 | $1.72M | $1.81M | $83,483.52 | 4.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 125 | $5,830 | $6,035 | $205 | 3.52% |
Chris Davis Davis Selected Advisers | 1.94M | $50.59M | $93.45M | $42.86M | 84.74% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 120,958 | $5.59M | $5.86M | $262,839.58 | 4.7% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,191 | $207,737.31 | $299,706.31 | $91,969 | 44.27% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 33,853 | $1.29M | $1.64M | $347,580.31 | 26.92% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 46,088 | $1.99M | $2.23M | $238,294.85 | 11.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,991 | $218,656 | $241,614.31 | $22,958.31 | 10.5% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 4,575 | $200,431 | $219,914.76 | $19,483.76 | 9.72% |
James Rankin Modern Wealth Management, LLC | 7,600 | $275,956 | $365,066 | $89,110 | 32.29% |
Michael Bailey MGB Wealth Management, LLC | 14,423 | $580,559.35 | $698,217.43 | $117,658.08 | 20.27% |
| TS Thomas Stadum Fjell Capital LLC | 274,721 | $10.26M | $13.3M | $3.04M | 29.61% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,316 | $341,218.24 | $354,167.56 | $12,949.32 | 3.8% |