| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Sansoterra Highview Capital Management LLC/DE/ | 224,018 | $12.91M | $16.94M | $4.03M | 31.2% |
Justin Fulmer Shelton Wealth Management LLC | 10,782 | $612,521.29 | $817,760.79 | $205,239.5 | 33.51% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 16,648 | $868,128.4 | $1.26M | $394,539.16 | 45.45% |
Darby Barncord Martin Capital Advisors LLP | 7,975 | $451,544.5 | $602,989.75 | $151,445.25 | 33.54% |
Lynn A. Jackson Dopkins Wealth Management LLC | 6,535 | $397,383.35 | $492,739 | $95,355.65 | 24% |
| HC Harry Cowley Stonegate Investment Group LLC | 4,169 | $246,392.1 | $315,218.09 | $68,825.99 | 27.93% |
| DC Dominic Corabi Wedmont Private Capital | 107,648 | $5.79M | $8.16M | $2.38M | 41.03% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 8,649 | $577,985.64 | $653,950.89 | $75,965.25 | 13.14% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 8,358 | $471,654.36 | $631,990.17 | $160,335.81 | 33.99% |
| JB Joel Blattner Avaii Wealth Management LLC | 4,429 | $279,155.24 | $334,876.69 | $55,721.45 | 19.96% |
Bill Ryan Manhattan West Asset Management LLC | 21,373 | $1.07M | $1.62M | $543,975.89 | 50.74% |
Candace Cavalier Congress Wealth Management LLC / DE / | 969,258 | $59.41M | $73.29M | $13.88M | 23.37% |
Matt Shibata Morling Financial Advisors LLC | 2,011 | $113,719.82 | $152,051.71 | $38,331.89 | 33.71% |
Barry Oliver Capital Performance Advisors LLP | 4,859 | $328,128.27 | $367,413.28 | $39,285.01 | 11.97% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 8,451 | $486,379.44 | $638,980.11 | $152,600.67 | 31.37% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 22,345 | $1.25M | $1.69M | $437,214.3 | 34.91% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 21,329 | $1.21M | $1.61M | $404,841.98 | 33.52% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 25,318 | $1.65M | $1.91M | $268,139.74 | 16.29% |
| RL Robert Lucia Andrews, Lucia Wealth Management LLC | 3,227 | $201,074.37 | $243,993.47 | $42,919.1 | 21.34% |
Kristie R. Furseth Bowman & Co S.C. | 53,768 | $3.11M | $4.07M | $960,158.14 | 30.92% |