| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,073 | $457,308.63 | $533,831.79 | $76,523.16 | 16.73% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 778 | $78,484.64 | $84,031.78 | $5,547.14 | 7.07% |
Parth Karia Capricorn Fund Managers Ltd. | 51,179 | $5.16M | $5.39M | $222,628.65 | 4.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 261 | $24,808.51 | $27,465.03 | $2,656.52 | 10.71% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,886 | $334,740.04 | $417,162.1 | $82,422.06 | 24.62% |
Dominic Corabi Wedmont Private Capital | 8,697 | $749,159.58 | $915,185.31 | $166,025.73 | 22.16% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,591 | $147,650.09 | $167,420.93 | $19,770.84 | 13.39% |
| CC Cortney Cost Kraft Asset Management LLC | 9,467 | $1.05M | $996,212.41 | -$57,098.56 | -5.42% |
Lindsey Seagraves Carson Advisory Inc. | 17,679 | $1.78M | $1.85M | $64,881.93 | 3.64% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,936 | $339,047.04 | $414,185.28 | $75,138.24 | 22.16% |
Ana-Maria Ignat Covestor Ltd | 183 | $15,763.62 | $19,156.44 | $3,392.82 | 21.52% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,080 | $209,830.4 | $218,878.4 | $9,048 | 4.31% |
W. Travis McKinney HB Wealth Management LLC | 17,475 | $1.51M | $1.84M | $333,597.75 | 22.16% |
William Jollie Quent Capital LLC | 1,347 | $119,947.99 | $141,003.96 | $21,055.97 | 17.55% |
| EM Erin Mccann Simplicity Wealth LLC | 8,995 | $774,829.3 | $965,613.25 | $190,783.95 | 24.62% |
Michael Byun SageView Advisory Group LLC | 2,044 | $206,200 | $213,965.92 | $7,765.92 | 3.77% |
Taro Kuriyama Axq Capita LLP | 12,751 | $1.29M | $1.37M | $82,498.85 | 6.41% |
Jaimie Palmer Beacon Capital Management LLC | 22,366 | $1.93M | $2.35M | $426,966.94 | 22.16% |
| TL Tradewinds LLC Tradewinds LLC | 11,570 | $1.17M | $1.25M | $82,494.12 | 7.07% |
CJ Harrison DecisionPoint Financial LLC | 7 | $647.57 | $751.45 | $103.88 | 16.04% |