| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Charles Stout Theory Financial LLC | 4,935 | $372,097.74 | $484,863.75 | $112,766.01 | 30.31% |
Bradley W. Clark Paladin Advisory Group LLC | 25,481 | $2.09M | $2.5M | $418,150.04 | 20.05% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 10,971 | $760,910.05 | $1.08M | $316,990.7 | 41.66% |
Ashish Sharma DGS Capital Management LLC | 4,567 | $383,742.31 | $448,707.75 | $64,965.44 | 16.93% |
Russell Silberstein Carmel Capital Partners LLC | 3,485 | $315,497.05 | $342,401.25 | $26,904.2 | 8.53% |
Marc Dacanay Geometric Wealth Advisors | 3,937 | $334,818.86 | $395,786.61 | $60,967.75 | 18.21% |
Matthew Liebman Amplius Wealth Advisors LLC | 13,734 | $1.15M | $1.35M | $202,851.18 | 17.69% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 40,722 | $3.64M | $4.12M | $477,669.06 | 13.11% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 15,918 | $1.13M | $1.61M | $481,171.24 | 42.6% |
Jonathan Davison Austin Asset Management Co. Inc. | 3,117 | $235,801.05 | $306,245.25 | $70,444.2 | 29.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,901 | $1.09M | $1.37M | $275,058.74 | 25.22% |
Patrick M. Markey Northcape Wealth Management LLC | 163,974 | $12.32M | $16.57M | $4.25M | 34.51% |
Brandon Collier Collier Financial | 3,376 | $273,687.98 | $331,692 | $58,004.02 | 21.19% |
| JPM Justin P. Mason Keb Asset Management LLC | 6,876 | $479,481.75 | $675,567 | $196,085.25 | 40.9% |
William Reid Culp III TAGStone Capital Inc. | 66,072 | $4.79M | $6.64M | $1.85M | 38.63% |
Scott Ungar BlackDiamond Wealth Management LLC | 9,812 | $776,995.18 | $986,400.36 | $209,405.18 | 26.95% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 371,738 | $26.73M | $36.52M | $9.8M | 36.65% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 3,080 | $297,466.4 | $307,630.4 | $10,164 | 3.42% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 5,726 | $512,247.96 | $562,579.5 | $50,331.54 | 9.83% |
Justin Fulmer Shelton Wealth Management LLC | 16,375 | $1.1M | $1.61M | $510,878.48 | 46.53% |