| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 14,251 | $368,362.33 | $421,045.79 | $52,683.46 | 14.3% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 13,244 | $605,796.02 | $391,956.18 | -$213,839.84 | -35.3% |
Paul N. Clark Mi LLCapital Management LLC | 143,638 | $5.27M | $4.24M | -$1.03M | -19.48% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 88,492 | $2.2M | $2.61M | $401,753.68 | 18.23% |
Kathleen Halliwell DMKC Advisory Services LLC | 117,624 | $3.05M | $3.48M | $433,124.65 | 14.22% |
Parth Karia Capricorn Fund Managers Ltd. | 22,130 | $551,548.98 | $652,503.05 | $100,954.07 | 18.3% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 37,571 | $1.72M | $1.11M | -$605,912.39 | -35.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 77,134 | $2.14M | $2.25M | $117,478.92 | 5.5% |
Matthew B. Boersen Straight Path Wealth Management | 54,064 | $1.31M | $1.6M | $287,052.08 | 21.87% |
Patrick M. Markey Northcape Wealth Management LLC | 27,196 | $857,823.25 | $802,282 | -$55,541.25 | -6.47% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 10,438 | $285,769.49 | $308,443.94 | $22,674.45 | 7.93% |
| JPM Justin P. Mason Keb Asset Management LLC | 1,084 | $26,102.72 | $32,021.36 | $5,918.64 | 22.67% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 69,160 | $2.73M | $2.05M | -$678,678.61 | -24.9% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 13,628 | $328,162.24 | $401,072.04 | $72,909.8 | 22.22% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 15,962 | $396,673.68 | $471,836.72 | $75,163.04 | 18.95% |
Lynn A. Jackson Dopkins Wealth Management LLC | 14,258 | $357,910.64 | $422,036.8 | $64,126.16 | 17.92% |
| HC Harry Cowley Stonegate Investment Group LLC | 83,223 | $4.66M | $2.46M | -$2.2M | -47.24% |
Dominic Corabi Wedmont Private Capital | 99,498 | $2.82M | $2.95M | $132,384.77 | 4.69% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 10,317 | $248,433.36 | $305,176.86 | $56,743.5 | 22.84% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,784 | $116,707.62 | $82,782.24 | -$33,925.38 | -29.07% |