| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashish Sharma DGS Capital Management LLC | 1,281 | $317,688 | $347,624.97 | $29,936.97 | 9.42% |
Armand Doucette Surience Private Wealth LLC | 38,557 | $10.37M | $10.55M | $180,545.59 | 1.74% |
Brad Van Aken Agate Pass Investment Management LLC | 3,183 | $703,567.68 | $875,611.47 | $172,043.79 | 24.45% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,733 | $387,339.98 | $479,521.12 | $92,181.14 | 23.8% |
Paul N. Clark Mi LLCapital Management LLC | 211 | $37,567.32 | $58,179.03 | $20,611.71 | 54.87% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,785 | $3.97M | $4.62M | $642,253.99 | 16.16% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 900 | $185,143.78 | $244,233 | $59,089.22 | 31.92% |
Jonathan Davison Austin Asset Management Co. Inc. | 937 | $232,428.45 | $256,663.04 | $24,234.59 | 10.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 15,994 | $3.97M | $4.34M | $373,779.78 | 9.42% |
Matthew B. Boersen Straight Path Wealth Management | 1,130 | $243,842.7 | $310,603.1 | $66,760.4 | 27.38% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 2,167 | $461,700.48 | $594,408.08 | $132,707.6 | 28.74% |
Brandon Collier Collier Financial | 487 | $110,086.54 | $133,861.69 | $23,775.15 | 21.6% |
| JPM Justin P. Mason Keb Asset Management LLC | 2,086 | $375,003.78 | $573,378.82 | $198,375.04 | 52.9% |
William Reid Culp III TAGStone Capital Inc. | 2,657 | $588,212.73 | $730,329.59 | $142,116.86 | 24.16% |
Michael Capobianco MWA Asset Management | 5,103 | $997,437.52 | $1.41M | $409,612.67 | 41.07% |
Scott Ungar BlackDiamond Wealth Management LLC | 916 | $275,212.21 | $253,457.21 | -$21,755 | -7.9% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 2,145 | $644,465.27 | $590,003.7 | -$54,461.57 | -8.45% |
Justin Fulmer Shelton Wealth Management LLC | 7,223 | $1.41M | $1.99M | $578,348.44 | 41.04% |
| HC Harry Cowley Stonegate Investment Group LLC | 850 | $205,666 | $230,664.5 | $24,998.5 | 12.15% |
Dominic Corabi Wedmont Private Capital | 17,700 | $4.12M | $4.84M | $723,925.65 | 17.58% |