| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 132 | $25,185.58 | $27,417.72 | $2,232.14 | 8.86% |
William Reid Culp III TAGStone Capital Inc. | 4,085 | $774,475.15 | $864,467.7 | $89,992.55 | 11.62% |
Michael Capobianco MWA Asset Management | 4,541 | $616,343.21 | $962,555.77 | $346,212.56 | 56.17% |
Dominic Corabi Wedmont Private Capital | 4,880 | $1.05M | $1.02M | -$30,060.8 | -2.85% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,122 | $294,293.95 | $445,810.98 | $151,517.03 | 51.48% |
Bill Ryan Manhattan West Asset Management LLC | 964 | $213,236.8 | $203,567.88 | -$9,668.92 | -4.53% |
Candace Cavalier Congress Wealth Management LLC / DE / | 60,935 | $8.91M | $12.79M | $3.89M | 43.63% |
Matt Shibata Morling Financial Advisors LLC | 78 | $11,879.4 | $16,422.12 | $4,542.72 | 38.24% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 7,296 | $1.42M | $1.53M | $118,569.75 | 8.37% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,450 | $256,374.33 | $305,529.5 | $49,155.17 | 19.17% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 43,186 | $6.53M | $9.09M | $2.56M | 39.19% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 4,330 | $614,994.83 | $911,638.16 | $296,643.33 | 48.24% |
Doug Peabody Stegner Investment Associates Inc. | 3,681 | $372,112.22 | $764,580.55 | $392,468.33 | 105.47% |
Nabeed Zaman Eagle Strategies LLC | 3,895 | $596,623.82 | $813,081.25 | $216,457.43 | 36.28% |
Ryan Gough Perfromance Wealth Partners LLC | 6,431 | $1.06M | $1.35M | $287,997.93 | 27.05% |
Clint Dunn Beaird Harris Wealth Management LLC | 100 | $17,681 | $20,863 | $3,182 | 18% |
Russell Kartub Insight Inv LLC | 200 | $32,834 | $42,087 | $9,253 | 28.18% |
Caroline Jankowski Operose Advisors LLC | 108 | $19,610.67 | $22,535.28 | $2,924.61 | 14.91% |
Kathryn Brown Morton Brown Family Wealth LLC | 70 | $9,591.4 | $14,622.65 | $5,031.25 | 52.46% |
Lonny Elfenbein West Michigan Advisors LLC | 1,632 | $262,632.36 | $341,626.56 | $78,994.2 | 30.08% |