| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPL Highlander Partners LP Highlander Partners LP | 3,300 | $435,435 | $429,660 | -$5,775 | -1.33% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 12,006 | $1.04M | $1.54M | $499,395.14 | 47.96% |
| HC Harry Cowley Stonegate Investment Group LLC | 30,287 | $2.56M | $3.94M | $1.38M | 53.94% |
Dominic Corabi Wedmont Private Capital | 25,861 | $2.82M | $3.37M | $542,165.14 | 19.19% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 7,045 | $616,033.89 | $917,259 | $301,225.11 | 48.9% |
| AS Audrey Soza Custos Family Office LLC | 2,190 | $232,738.93 | $296,022.3 | $63,283.37 | 27.19% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,039 | $116,180.89 | $135,277.8 | $19,096.91 | 16.44% |
| JB Joel Blattner Avaii Wealth Management LLC | 12,242 | $1.16M | $1.6M | $438,410.99 | 37.65% |
Timothy J. Landolt Endowment Wealth Management Inc. | 1,776 | $213,635.04 | $227,914.08 | $14,279.04 | 6.68% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 10,072 | $772,866.08 | $1.31M | $538,508.32 | 69.68% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 1,831 | $221,236.19 | $239,714.52 | $18,478.33 | 8.35% |
Candace Cavalier Congress Wealth Management LLC / DE / | 294,544 | $28.11M | $38.35M | $10.24M | 36.44% |
Nicholas Shaheen FSA Advisors Inc. | 2,497 | $272,088.49 | $331,901.24 | $59,812.75 | 21.98% |
Barry Oliver Capital Performance Advisors LLP | 3,294 | $360,272.61 | $447,456.96 | $87,184.35 | 24.2% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 3,439 | $331,675 | $457,111.88 | $125,436.88 | 37.82% |
John Flavin Aspire Capital Advisors LLC | 1,693 | $203,724.86 | $217,262.69 | $13,537.83 | 6.65% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,999 | $244,657.02 | $271,544.16 | $26,887.14 | 10.99% |
William T. Hedges Hedges Asset Management LLC | 10,450 | $895,687.5 | $1.36M | $464,902.5 | 51.9% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 3,544 | $336,569.01 | $461,428.8 | $124,859.79 | 37.1% |
| RS Radon Stancil POM Investment Strategies LLC | 541 | $65,076.7 | $70,438.2 | $5,361.5 | 8.24% |