| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 4,321 | $273,489.34 | $397,532 | $124,042.66 | 45.36% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 17,741 | $1.33M | $1.63M | $301,334.99 | 22.71% |
Justin Fulmer Shelton Wealth Management LLC | 17,100 | $1.31M | $1.57M | $262,833.79 | 20.12% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 5,954 | $374,508.91 | $547,529.84 | $173,020.93 | 46.2% |
| HC Harry Cowley Stonegate Investment Group LLC | 241,464 | $14.66M | $22.16M | $7.5M | 51.14% |
Dominic Corabi Wedmont Private Capital | 80,484 | $5.56M | $7.44M | $1.88M | 33.9% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 14,284 | $846,398.94 | $1.32M | $469,086.04 | 55.42% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4,720 | $287,322.97 | $435,490.8 | $148,167.83 | 51.57% |
| JB Joel Blattner Avaii Wealth Management LLC | 4,853 | $306,304.73 | $437,303.83 | $130,999.1 | 42.77% |
Bill Ryan Manhattan West Asset Management LLC | 2,646 | $201,228.31 | $238,431.06 | $37,202.75 | 18.49% |
Susan M. Stiles Stiles Financial Services Inc. | 18,857 | $1.13M | $1.7M | $569,182.34 | 50.37% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 11,079 | $953,680.34 | $998,328.69 | $44,648.35 | 4.68% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1.16M | $70.16M | $107.08M | $36.92M | 52.62% |
Stanley D. Royer Claris Advisors LLC / Mo / | 2,890 | $206,836.33 | $266,197.9 | $59,361.57 | 28.7% |
Nicholas Shaheen FSA Advisors Inc. | 3,982 | $302,996.36 | $358,818.02 | $55,821.66 | 18.42% |
Barry Oliver Capital Performance Advisors LLP | 7,655 | $534,477.72 | $702,575.9 | $168,098.18 | 31.45% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,673 | $311,464.24 | $421,084.03 | $109,619.79 | 35.19% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,140 | $282,534.84 | $373,055.4 | $90,520.56 | 32.04% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,642 | $158,616.54 | $242,799.8 | $84,183.26 | 53.07% |
| RS Radon Stancil POM Investment Strategies LLC | 220 | $15,986.33 | $20,191.6 | $4,205.27 | 26.31% |