| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 927 | $172,508.1 | $193,645.66 | $21,137.56 | 12.25% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 33,959 | $4.98M | $7.1M | $2.12M | 42.54% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 485 | $73,225.51 | $101,592.95 | $28,367.44 | 38.74% |
Courtney Holt Compound Planning, Inc. | 3,265 | $525,581.72 | $685,094.95 | $159,513.23 | 30.35% |
Katherine Stoner Empower Advisory Group, LLC | 2,482 | $414,151.67 | $517,621.1 | $103,469.43 | 24.98% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4 | $635.25 | $838.56 | $203.31 | 32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 842 | $118,553.72 | $177,274.67 | $58,720.95 | 49.53% |
| DT Derek Tinnin Altiora Financial Group, LLC | 7,831 | $1.09M | $1.65M | $554,788.41 | 50.75% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,753 | $588,501.23 | $795,560.94 | $207,059.71 | 35.18% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,637 | $298,683.74 | $343,344.38 | $44,660.64 | 14.95% |
Thomas Dobbins New Republic Capital, LLC | 14 | $2,537 | $2,926.56 | $389.56 | 15.36% |
Berkeley Harrison Sterling Financial Group, Inc. | 8,545 | $1.18M | $1.79M | $609,215.86 | 51.41% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 2,278 | $377,360.54 | $478,345.83 | $100,985.29 | 26.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,628 | $3.93M | $4.49M | $567,253.19 | 14.45% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 2,321 | $360,521.05 | $488,408.03 | $127,886.98 | 35.47% |
Dina Fliss Global View Capital Management LLC | 1,888 | $383,328.34 | $399,113.76 | $15,785.42 | 4.12% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,665 | $276,308.77 | $347,568.75 | $71,259.98 | 25.79% |
Kevin Orr Centennial Bank/AR/ | 1,355 | $193,841.77 | $283,316.95 | $89,475.18 | 46.16% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,812 | $912,187.92 | $1.01M | $97,802.76 | 10.72% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 66,250 | $11.7M | $13.85M | $2.15M | 18.38% |