| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,139 | $547,998.87 | $601,146.54 | $53,147.67 | 9.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,053 | $202,342.47 | $225,464.05 | $23,121.58 | 11.43% |
| PMM Patrick M. Markey Northcape Wealth Management LLC | 34,427 | $2.83M | $2.55M | -$288,135.89 | -10.17% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 3,911 | $264,538.58 | $289,062.01 | $24,523.43 | 9.27% |
| DC Dominic Corabi Wedmont Private Capital | 3,578 | $247,883.84 | $267,383.94 | $19,500.1 | 7.87% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 34 | $1,952.62 | $2,511.24 | $558.62 | 28.61% |
Candace Cavalier Congress Wealth Management LLC / DE / | 7,988 | $503,957.1 | $589,993.68 | $86,036.58 | 17.07% |
Barry Oliver Capital Performance Advisors LLP | 3,221 | $223,150.88 | $237,903.06 | $14,752.18 | 6.61% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 4,542 | $413,231.16 | $338,878.62 | -$74,352.54 | -17.99% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,502 | $143,689.86 | $184,772.7 | $41,082.84 | 28.59% |
Caitlin Garner SC&H Financial Advisors Inc. | 4,516 | $399,607.15 | $333,461.44 | -$66,145.71 | -16.55% |
| MS Marek Sestak Czech National Bank | 107,047 | $7.34M | $7.9M | $556,081.62 | 7.58% |
Clint Dunn Beaird Harris Wealth Management LLC | 850 | $50,804.5 | $62,704.5 | $11,900 | 23.42% |
Jennifer Carlson Gould Capital LLC | 800 | $72,784 | $59,080 | -$13,704 | -18.83% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 2,982 | $206,592.96 | $219,982.14 | $13,389.18 | 6.48% |
Ana-Maria Ignat Covestor Ltd | 300 | $19,066.44 | $22,467 | $3,400.56 | 17.84% |
Jay Richards Investment Advisory Group LLC | 2,981 | $212,068.34 | $219,908.37 | $7,840.03 | 3.7% |
Andrew Burkey Joseph Group Capital Management | 77 | $5,334.56 | $5,680.29 | $345.73 | 6.48% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 13,810 | $942,493.48 | $1.02M | $76,270.22 | 8.09% |
Bill McVay Red Tortoise LLC | 181 | $10,818.37 | $13,328.84 | $2,510.47 | 23.21% |