| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Ungar BlackDiamond Wealth Management LLC | 12,630 | $582,134.96 | $1.16M | $573,257.44 | 98.48% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 2,430 | $339,300.9 | $231,749.1 | -$107,551.8 | -31.7% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 1,827 | $255,104.01 | $174,240.99 | -$80,863.02 | -31.7% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 13,900 | $466,345 | $1.27M | $803,003 | 172.19% |
Darby Barncord Martin Capital Advisors LLP | 16,804 | $824,496.5 | $1.6M | $778,100.98 | 94.37% |
| HC Harry Cowley Stonegate Investment Group LLC | 99,765 | $2.59M | $9.08M | $6.5M | 251.04% |
Dominic Corabi Wedmont Private Capital | 51,184 | $3.7M | $4.81M | $1.11M | 30.13% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 2,504 | $349,633.52 | $239,808.08 | -$109,825.44 | -31.41% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 7,358 | $471,778.54 | $671,417.5 | $199,638.96 | 42.32% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,389 | $79,554.09 | $224,816.84 | $145,262.75 | 182.6% |
Susan M. Stiles Stiles Financial Services Inc. | 2,738 | $382,306.94 | $252,871 | -$129,435.94 | -33.86% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 2,320 | $323,941.6 | $212,987.6 | -$110,954 | -34.25% |
Candace Cavalier Congress Wealth Management LLC / DE / | 463,356 | $11.05M | $43.44M | $32.39M | 293.14% |
Nicholas Shaheen FSA Advisors Inc. | 3,637 | $500,508 | $333,003.72 | -$167,504.28 | -33.47% |
Barry Oliver Capital Performance Advisors LLP | 3,160 | $110,620.9 | $289,550.8 | $178,929.9 | 161.75% |
Jennifer Scott Scott Capital Advisors LLC | 3,364 | $451,130.12 | $316,333.74 | -$134,796.38 | -29.88% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,926 | $687,817.38 | $451,147.71 | -$236,669.67 | -34.41% |
John Flavin Aspire Capital Advisors LLC | 1,800 | $251,334 | $166,878 | -$84,456 | -33.6% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,736 | $242,397 | $159,486.32 | -$82,910.68 | -34.2% |
William T. Hedges Hedges Asset Management LLC | 33,650 | $934,698.42 | $3.23M | $2.29M | 245.36% |