| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Charles Stout Theory Financial LLC | 10,908 | $661,272.79 | $851,533.02 | $190,260.23 | 28.77% |
Bradley W. Clark Paladin Advisory Group LLC | 3,174 | $213,356.28 | $254,618.28 | $41,262 | 19.34% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 7,452 | $393,347.88 | $575,592.48 | $182,244.6 | 46.33% |
Ashish Sharma DGS Capital Management LLC | 9,620 | $581,440.91 | $756,516.8 | $175,075.89 | 30.11% |
Marc Dacanay Geometric Wealth Advisors | 24,400 | $1.38M | $1.9M | $525,547.72 | 38.18% |
Matthew Liebman Amplius Wealth Advisors LLC | 15,641 | $860,632.7 | $1.25M | $394,088.32 | 45.79% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 92,245 | $5.14M | $7.17M | $2.04M | 39.69% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,308 | $1.1M | $1.27M | $176,778.72 | 16.13% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 11,024 | $594,527.99 | $866,927.36 | $272,399.37 | 45.82% |
Jonathan Davison Austin Asset Management Co. Inc. | 4,331 | $303,375.9 | $337,601.45 | $34,225.55 | 11.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 57,908 | $3.68M | $4.55M | $870,107.05 | 23.62% |
Brandon Collier Collier Financial | 5,844 | $392,221.12 | $459,572.16 | $67,351.04 | 17.17% |
William Reid Culp III TAGStone Capital Inc. | 15,283 | $855,415.49 | $1.2M | $346,439.63 | 40.5% |
Scott Ungar BlackDiamond Wealth Management LLC | 9,552 | $642,085.44 | $766,261.44 | $124,176 | 19.34% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 228,541 | $12.08M | $17.83M | $5.75M | 47.64% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 14,685 | $1.03M | $1.15M | $121,135.34 | 11.82% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 6,652 | $310,634.2 | $523,113.28 | $212,479.08 | 68.4% |
Lynn A. Jackson Dopkins Wealth Management LLC | 5,034 | $273,182.93 | $391,821.39 | $118,638.46 | 43.43% |
Dominic Corabi Wedmont Private Capital | 1.01M | $56.13M | $78.68M | $22.55M | 40.18% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 25,114 | $1.72M | $2.01M | $294,550.45 | 17.12% |