| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick M. Markey Northcape Wealth Management LLC | 9,158 | $427,645.57 | $669,953.49 | $242,307.92 | 56.66% |
Michael Capobianco MWA Asset Management | 5,913 | $387,699.6 | $432,565.51 | $44,865.91 | 11.57% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 7,484 | $493,452.23 | $551,271.44 | $57,819.21 | 11.72% |
Thomas Pappas Cottonwood Capital Advisors LLC | 3,815 | $229,497.73 | $281,737.75 | $52,240.02 | 22.76% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,927 | $282,547.65 | $287,181.51 | $4,633.86 | 1.64% |
| HC Harry Cowley Stonegate Investment Group LLC | 49,926 | $2.33M | $3.65M | $1.32M | 56.88% |
Dominic Corabi Wedmont Private Capital | 27,207 | $1.55M | $2M | $453,022.34 | 29.23% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 3,217 | $212,289.83 | $230,208.52 | $17,918.69 | 8.44% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 337 | $15,454.23 | $24,838.58 | $9,384.35 | 60.72% |
| JB Joel Blattner Avaii Wealth Management LLC | 9,657 | $502,147.03 | $691,054.92 | $188,907.89 | 37.62% |
Candace Cavalier Congress Wealth Management LLC / DE / | 154,334 | $8.93M | $11.39M | $2.46M | 27.51% |
Barry Oliver Capital Performance Advisors LLP | 2,990 | $197,310.1 | $218,658.7 | $21,348.6 | 10.82% |
John Flavin Aspire Capital Advisors LLC | 3,690 | $246,334.1 | $269,941.95 | $23,607.85 | 9.58% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 18,431 | $932,985.19 | $1.36M | $427,959.85 | 45.87% |
| RS Radon Stancil POM Investment Strategies LLC | 411 | $23,698 | $30,056.43 | $6,358.43 | 26.83% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 18,213 | $883,893.27 | $1.33M | $448,478.74 | 50.74% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 3,099 | $146,029.26 | $228,272.34 | $82,243.08 | 56.32% |
Shaun Peterson Peterson Wealth Services | 342 | $22,592.52 | $25,010.46 | $2,417.94 | 10.7% |
Matthew Watters Midwest Heritage Bank, FSB | 4,933 | $231,687.25 | $364,622.69 | $132,935.44 | 57.38% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 578 | $34,814.79 | $41,361.68 | $6,546.89 | 18.8% |