| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 125 | $5,830 | $5,985 | $155 | 2.66% |
Chris Davis Davis Selected Advisers | 1.94M | $50.59M | $92.66M | $42.07M | 83.17% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 120,958 | $5.59M | $5.78M | $189,055.2 | 3.38% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,191 | $207,737.31 | $297,787.1 | $90,049.79 | 43.35% |
| SP Samantha Pierangeli City State Bank | 358 | $16,697.12 | $16,833.16 | $136.04 | 0.81% |
Michael Byun SageView Advisory Group LLC | 178 | $8,308 | $8,514.63 | $206.63 | 2.49% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 32,272 | $1.22M | $1.55M | $328,497.64 | 26.97% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 46,088 | $1.99M | $2.21M | $213,637.77 | 10.72% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,991 | $218,656 | $239,093.85 | $20,437.85 | 9.35% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 4,575 | $200,431 | $218,753.62 | $18,322.62 | 9.14% |
James Rankin Modern Wealth Management, LLC | 7,600 | $275,956 | $363,660 | $87,704 | 31.78% |
Michael Bailey MGB Wealth Management, LLC | 14,423 | $580,559.35 | $689,924.2 | $109,364.85 | 18.84% |
| TS Thomas Stadum Fjell Capital LLC | 268,913 | $9.99M | $12.71M | $2.72M | 27.24% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,316 | $341,218.24 | $344,181.22 | $2,962.98 | 0.87% |