| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Ungar BlackDiamond Wealth Management LLC | 11,816 | $1.52M | $2.59M | $1.07M | 70.24% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 46,623 | $8.11M | $10.23M | $2.12M | 26.14% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,251 | $384,673.39 | $506,092.33 | $121,418.94 | 31.56% |
Dominic Corabi Wedmont Private Capital | 2,443 | $448,369.58 | $535,798.78 | $87,429.2 | 19.5% |
| AS Audrey Soza Custos Family Office LLC | 25,471 | $3.93M | $5.59M | $1.66M | 42.32% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,419 | $204,410.01 | $311,215.09 | $106,805.08 | 52.25% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,705 | $2M | $2.57M | $570,993.28 | 28.6% |
Matt Shibata Morling Financial Advisors LLC | 697 | $152,942.7 | $156,706.51 | $3,763.81 | 2.46% |
Nicholas Shaheen FSA Advisors Inc. | 1,061 | $210,798.9 | $232,698.53 | $21,899.63 | 10.39% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 24,173 | $4.22M | $5.3M | $1.08M | 25.71% |
Taylor Jobe MKT Advisors LLC | 3,828 | $673,212.21 | $839,557 | $166,344.79 | 24.71% |
Matthew Watters Midwest Heritage Bank, FSB | 9,408 | $1.45M | $2.06M | $616,409.91 | 42.6% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,939 | $536,706.57 | $863,901.52 | $327,194.95 | 60.96% |
Jacob B. Rue Shore Point Advisors LLC | 10,007 | $1.85M | $2.19M | $342,412.75 | 18.49% |
| RM Robert Macaulay Jmac Enterprises LLC | 47,996 | $8.57M | $10.53M | $1.96M | 22.87% |
Katherine Andersen Western Pacific Wealth Management LP | 1,000 | $145,560 | $225,690 | $80,130 | 55.05% |
Sara S. Alexander Sonora Investment Management Group LLC | 1,089 | $211,810.5 | $238,839.49 | $27,028.99 | 12.76% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,536 | $470,418.62 | $775,515.56 | $305,096.94 | 64.86% |
Nabeed Zaman Eagle Strategies LLC | 1,093 | $239,836.98 | $239,716.77 | -$120.21 | -0.05% |
Patrick Severson TrueWealth Financial Partners | 3,887 | $745,565.47 | $852,496.88 | $106,931.41 | 14.34% |