| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Ungar BlackDiamond Wealth Management LLC | 10,852 | $559,344.82 | $713,410.48 | $154,065.66 | 27.54% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 3,335 | $228,147.35 | $214,740.65 | -$13,406.7 | -5.88% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 107,136 | $4.95M | $6.85M | $1.91M | 38.53% |
Dominic Corabi Wedmont Private Capital | 6,674 | $379,016.46 | $425,067.06 | $46,050.6 | 12.15% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,264 | $150,299.52 | $207,900.48 | $57,600.96 | 38.32% |
Timothy J. Landolt Endowment Wealth Management Inc. | 8,836 | $449,835 | $580,878.64 | $131,043.64 | 29.13% |
| DR Dori Riddle DBK Financial Counsel LLC | 23,933 | $1.1M | $1.52M | $426,345.83 | 38.83% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 7,325 | $370,741.95 | $481,545.5 | $110,803.55 | 29.89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,431 | $478,044.42 | $727,297.37 | $249,252.95 | 52.14% |
Matt Shibata Morling Financial Advisors LLC | 186 | $7,921.74 | $11,976.54 | $4,054.8 | 51.19% |
Barry Oliver Capital Performance Advisors LLP | 27,137 | $1.54M | $1.75M | $206,241.2 | 13.38% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 8,898 | $387,802.16 | $584,954.52 | $197,152.36 | 50.84% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 173,422 | $8.55M | $11.09M | $2.54M | 29.72% |
John Flavin Aspire Capital Advisors LLC | 3,336 | $228,215.76 | $214,805.04 | -$13,410.72 | -5.88% |
William T. Hedges Hedges Asset Management LLC | 4,700 | $205,390 | $299,907 | $94,517 | 46.02% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 37,739 | $1.77M | $2.41M | $639,477.74 | 36.04% |
| RS Radon Stancil POM Investment Strategies LLC | 3,896 | $213,150.54 | $250,863.44 | $37,712.9 | 17.69% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 88,042 | $4.09M | $5.67M | $1.57M | 38.45% |
Shaun Peterson Peterson Wealth Services | 745 | $36,944.6 | $48,976.3 | $12,031.7 | 32.57% |
Seth Scher Matrix Private Capital Group LLC | 7,264 | $417,739.94 | $467,728.96 | $49,989.02 | 11.97% |