| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Charles Stout Theory Financial LLC | 1,316 | $202,435.47 | $313,260.63 | $110,825.16 | 54.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 28,600 | $5.17M | $7.31M | $2.14M | 41.39% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,946 | $292,009.14 | $497,203 | $205,193.86 | 70.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 40,859 | $8.86M | $9.73M | $870,916.24 | 9.84% |
Brandon Collier Collier Financial | 163 | $26,022.69 | $38,800.52 | $12,777.83 | 49.1% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,445 | $217,472.5 | $364,689.1 | $147,216.6 | 67.69% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 1,037 | $203,106.82 | $246,847.47 | $43,740.65 | 21.54% |
Thomas Pappas Cottonwood Capital Advisors LLC | 64,798 | $8.66M | $15.42M | $6.76M | 78.11% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,256 | $168,962.34 | $537,018.22 | $368,055.88 | 217.83% |
Candace Cavalier Congress Wealth Management LLC / DE / | 318,535 | $36.86M | $75.82M | $38.96M | 105.71% |
Barry Oliver Capital Performance Advisors LLP | 13,317 | $2.56M | $3.4M | $843,770.4 | 32.98% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 6,935 | $945,284.87 | $1.76M | $809,824.94 | 85.67% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,333 | $187,219.31 | $340,581.5 | $153,362.19 | 81.92% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2 | $391.72 | $476.08 | $84.36 | 21.54% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,800 | $196,646.94 | $459,900 | $263,253.06 | 133.87% |
Taylor Jobe MKT Advisors LLC | 5,707 | $768,907.86 | $1.36M | $589,586.38 | 76.68% |
Matthew Watters Midwest Heritage Bank, FSB | 1,543 | $193,755.97 | $367,295.71 | $173,539.74 | 89.57% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 124 | $24,286.64 | $29,516.96 | $5,230.32 | 21.54% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 10,359 | $887,888.89 | $2.65M | $1.76M | 198.09% |
William Liberti Wealth Effects LLC | 1,200 | $235,032 | $300,708 | $65,676 | 27.94% |