| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick D. Hayes Canopy Partners LLC | 943 | $310,364.41 | $579,973.29 | $269,608.88 | 86.87% |
Stephen Smith Kestra Investment Management LLC | 2,723 | $1.35M | $1.68M | $328,233.99 | 24.36% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 3,604 | $1.76M | $2.23M | $478,968.75 | 27.29% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 395 | $217,625.19 | $245,516.2 | $27,891.01 | 12.82% |
| NH Nathaniel Holden Core Wealth Partners LLC | 2,000 | $376,100 | $1.24M | $866,707.6 | 230.45% |
Ashley Buboltz Moran Wealth Management LLC | 18,575 | $6.95M | $11.43M | $4.48M | 64.55% |
David Smith Linden Thomas Advisory Services LLC | 3,766 | $896,057.6 | $2.32M | $1.42M | 158.69% |
Paul B. Ordonio Park Place Capital Corp. | 208 | $48,014.01 | $131,214.72 | $83,200.71 | 173.28% |
Kevin Kroskey True Wealth Design LLC | 180 | $94,591.33 | $113,148 | $18,556.67 | 19.62% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 4,493 | $2.23M | $2.83M | $596,059.35 | 26.72% |
Beth Zilka Baron Wealth Management LLC | 624 | $191,274.54 | $383,660.16 | $192,385.62 | 100.58% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1 | $530 | $630.84 | $100.84 | 19.03% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 991 | $488,268.17 | $608,414.54 | $120,146.37 | 24.61% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 6 | $2,930.67 | $3,790.35 | $859.68 | 29.33% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 473 | $256,108.24 | $291,467.33 | $35,359.09 | 13.81% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 679 | $327,673.66 | $417,605.37 | $89,931.71 | 27.45% |
Staci Compagno Portside Wealth Group, LLC | 1,275 | $397,502.95 | $785,055.75 | $387,552.8 | 97.5% |
Courtney Holt Compound Planning, Inc. | 1,290 | $468,144.53 | $815,415.32 | $347,270.79 | 74.18% |
Nemes Rush Group LLC Nemes Rush Group LLC | 598 | $200,378.37 | $375,635.25 | $175,256.88 | 87.46% |
Ian Wang Plato Investment Management Ltd | 12 | $6,318 | $7,388.76 | $1,070.76 | 16.95% |