| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Reid Culp III TAGStone Capital Inc. | 6,408 | $666,396.95 | $885,265.2 | $218,868.25 | 32.84% |
Dominic Corabi Wedmont Private Capital | 7,530 | $739,999.7 | $1.02M | $283,779.18 | 38.35% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1,916 | $218,025.28 | $269,542.86 | $51,517.58 | 23.63% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 15,029 | $1.52M | $2.04M | $518,798.44 | 34.03% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6,060 | $646,799 | $823,917.66 | $177,118.66 | 27.38% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 2,589 | $286,317.51 | $360,026.34 | $73,708.83 | 25.74% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 2,875 | $297,206.02 | $390,885.03 | $93,679.01 | 31.52% |
Seth Scher Matrix Private Capital Group LLC | 1,547 | $183,242.15 | $217,631.94 | $34,389.79 | 18.77% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 188 | $18,292.01 | $25,560.48 | $7,268.47 | 39.74% |
M. Katherine Pieper Unionview LLC | 14,930 | $1.41M | $2.03M | $618,759.06 | 43.85% |
Clint Dunn Beaird Harris Wealth Management LLC | 5,588 | $513,552.3 | $759,744.54 | $246,192.24 | 47.94% |
Russell Kartub Insight Inv LLC | 1,238 | $134,459.18 | $168,318.49 | $33,859.31 | 25.18% |
Caroline Jankowski Operose Advisors LLC | 11,660 | $1.08M | $1.62M | $539,011.7 | 49.8% |
Kathryn Brown Morton Brown Family Wealth LLC | 2,304 | $215,631.36 | $313,251.86 | $97,620.5 | 45.27% |
John Gorlow Cardiff Park Advisors LLC | 20,865 | $2.18M | $2.94M | $755,906.2 | 34.68% |
Jay Richards Investment Advisory Group LLC | 1,537 | $210,077.14 | $208,970.54 | -$1,106.6 | -0.53% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,823 | $257,941.39 | $383,815.11 | $125,873.72 | 48.8% |
Bill McVay Red Tortoise LLC | 171 | $17,577.81 | $23,249.16 | $5,671.35 | 32.26% |
Gery Sadzewicz Forum Private Client Group LLC | 6,226 | $641,713.82 | $865,787.56 | $224,073.74 | 34.92% |
John Swift Benchmark Investment Advisors LLC | 1,722 | $190,443.84 | $239,461.32 | $49,017.48 | 25.74% |