| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Charles Stout Theory Financial LLC | 7,762 | $229,109.86 | $337,879.86 | $108,770 | 47.48% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 22,487 | $940,406.34 | $997,298.45 | $56,892.11 | 6.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 65 | $2,306.2 | $2,829.45 | $523.25 | 22.69% |
| JPM Justin P. Mason Keb Asset Management LLC | 8,523 | $338,192.64 | $371,006.19 | $32,813.55 | 9.7% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 20,455 | $585,774.54 | $890,406.15 | $304,631.61 | 52% |
Dominic Corabi Wedmont Private Capital | 11,121 | $408,414.87 | $484,097.13 | $75,682.26 | 18.53% |
Matt Shibata Morling Financial Advisors LLC | 397 | $11,207.31 | $17,281.41 | $6,074.1 | 54.2% |
cullen roche Orcam Financial Group | 9,843 | $411,634.26 | $436,537.05 | $24,902.79 | 6.05% |
Barry Oliver Capital Performance Advisors LLP | 15,112 | $326,819.54 | $670,217.2 | $343,397.66 | 105.07% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 57,287 | $1.88M | $2.53M | $655,021.22 | 34.85% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 137,115 | $5.38M | $5.97M | $593,297.67 | 11.04% |
Billy DeFrance Lauterbach Financial Advisors LLC | 19,121 | $527,757.67 | $832,337.13 | $304,579.46 | 57.71% |
Christopher Pelch Vance Wealth LLC | 79,232 | $1.85M | $3.51M | $1.66M | 89.58% |
W. Travis McKinney HB Wealth Management LLC | 8,769 | $347,953.92 | $381,714.57 | $33,760.65 | 9.7% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,779 | $410,150 | $469,209.87 | $59,059.87 | 14.4% |
Dalila Toledo Ascent Group LLC | 28,692 | $899,563.43 | $1.25M | $349,399.33 | 38.84% |
| EM Erin Mccann Simplicity Wealth LLC | 42,612 | $1.48M | $1.85M | $378,436.62 | 25.63% |
Michael Topley Lansing Street Advisors | 9,632 | $322,267.24 | $419,280.96 | $97,013.72 | 30.1% |
Angela Cox W Advisors LLC | 39,108 | $953,992.39 | $1.7M | $748,378.85 | 78.45% |
Kevin Zemann WealthPlan Investment Management LLC | 63,280 | $2.08M | $2.75M | $672,415.13 | 32.29% |