| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RCS Ryan Charles Stout Theory Financial LLC | 4,604 | $340,129.76 | $448,015.24 | $107,885.48 | 31.72% |
Bradley W. Clark Paladin Advisory Group LLC | 25,571 | $2.09M | $2.49M | $400,999.95 | 19.18% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 10,971 | $760,910.05 | $1.07M | $309,530.42 | 40.68% |
Ashish Sharma DGS Capital Management LLC | 4,567 | $383,742.31 | $445,602.19 | $61,859.88 | 16.12% |
| RS Russell Silberstein Carmel Capital Partners LLC | 3,485 | $315,497.05 | $339,648.1 | $24,151.05 | 7.65% |
Marc Dacanay Geometric Wealth Advisors | 3,877 | $329,024.06 | $377,852.42 | $48,828.36 | 14.84% |
Matthew Liebman Amplius Wealth Advisors LLC | 13,734 | $1.15M | $1.32M | $175,383.18 | 15.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 69,590 | $5.8M | $6.79M | $987,891.96 | 17.04% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 15,244 | $1.06M | $1.49M | $422,880.82 | 39.73% |
Jonathan Davison Austin Asset Management Co. Inc. | 3,117 | $235,801.05 | $303,782.82 | $67,981.77 | 28.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,901 | $1.09M | $1.36M | $264,424.47 | 24.24% |
| PMM Patrick M. Markey Northcape Wealth Management LLC | 166,789 | $12.53M | $16.26M | $3.72M | 29.71% |
Brandon Collier Collier Financial | 3,139 | $250,800.21 | $305,926.94 | $55,126.73 | 21.98% |
| JPM Justin P. Mason Keb Asset Management LLC | 6,934 | $483,056.87 | $666,149.38 | $183,092.51 | 37.9% |
| WRC William Reid Culp III TAGStone Capital Inc. | 66,918 | $4.85M | $6.53M | $1.67M | 34.5% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 9,993 | $788,642.53 | $975,017.01 | $186,374.48 | 23.63% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 371,738 | $26.73M | $36.23M | $9.5M | 35.55% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 5,726 | $512,247.96 | $558,685.82 | $46,437.86 | 9.07% |
Justin Fulmer Shelton Wealth Management LLC | 16,001 | $1.06M | $1.55M | $486,892.44 | 45.85% |
| DC Dominic Corabi Wedmont Private Capital | 1.16M | $81.4M | $112.11M | $30.71M | 37.73% |