| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Andrew Blass Atlantic Private Wealth LLC | 49 | $3,795.52 | $4,590.81 | $795.29 | 20.95% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 266,800 | $23.1M | $25.08M | $1.98M | 8.59% |
| DC Donie Carlson DMC Group LLC | 9,000 | $750,655.67 | $848,700 | $98,044.33 | 13.06% |
Bobby Adusumilli SJS Investment Consulting Inc. | 51 | $4,316.64 | $4,788.39 | $471.75 | 10.93% |
Nancy Williamson Helen Stephens Group LLC | 11,938 | $810,442.96 | $1.12M | $311,814.99 | 38.47% |
Bradley W. Clark Paladin Advisory Group LLC | 218 | $16,383.59 | $20,446.22 | $4,062.63 | 24.8% |
Matthew Liebman Amplius Wealth Advisors LLC | 39,818 | $2.73M | $3.74M | $1.01M | 36.93% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,084 | $413,343.01 | $477,336.76 | $63,993.75 | 15.48% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 10,217 | $866,940.88 | $956,515.54 | $89,574.66 | 10.33% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,112 | $333,230.37 | $384,718.72 | $51,488.35 | 15.45% |
William Reid Culp III TAGStone Capital Inc. | 11,191 | $760,682.73 | $1.05M | $293,845.2 | 38.63% |
Scott Ungar BlackDiamond Wealth Management LLC | 4,472 | $393,295.28 | $420,322.83 | $27,027.55 | 6.87% |
Dominic Corabi Wedmont Private Capital | 14,908 | $1.08M | $1.39M | $317,315.32 | 29.45% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 294,580 | $24.41M | $27.62M | $3.21M | 13.15% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 23,818 | $1.62M | $2.23M | $612,277.46 | 37.82% |
Candace Cavalier Congress Wealth Management LLC / DE / | 34,877 | $2.7M | $3.27M | $568,669.48 | 21.09% |
Nicholas Shaheen FSA Advisors Inc. | 3,931 | $335,994.8 | $368,649.18 | $32,654.38 | 9.72% |
Seth Scher Matrix Private Capital Group LLC | 407 | $36,142.48 | $38,351.61 | $2,209.13 | 6.11% |
William Liberti Wealth Effects LLC | 8,590 | $728,369.6 | $805,140.7 | $76,771.1 | 10.54% |
Jordan Szekely Cherrydale Wealth Management LLC | 124,908 | $7.21M | $11.7M | $4.48M | 62.18% |