| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 8,638 | $1.06M | $1.93M | $869,497.11 | 82.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,745 | $1.95M | $3.17M | $1.22M | 62.71% |
Patrick M. Markey Northcape Wealth Management LLC | 20,233 | $1.89M | $4.51M | $2.62M | 139.12% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 1,336 | $245,243.95 | $287,533.92 | $42,289.97 | 17.24% |
Brandon Collier Collier Financial | 96 | $18,518 | $20,661.12 | $2,143.12 | 11.57% |
| JPM Justin P. Mason Keb Asset Management LLC | 1,540 | $292,184.2 | $331,438.8 | $39,254.6 | 13.43% |
William Reid Culp III TAGStone Capital Inc. | 4,785 | $792,814.52 | $1.07M | $279,599.68 | 35.27% |
Michael Capobianco MWA Asset Management | 17,041 | $1.36M | $3.67M | $2.31M | 170.5% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,052 | $312,557.59 | $459,894.24 | $147,336.65 | 47.14% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,565 | $296,927.45 | $347,915.15 | $50,987.7 | 17.17% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 1,910 | $160,707.4 | $411,070.2 | $250,362.8 | 155.79% |
Lynn A. Jackson Dopkins Wealth Management LLC | 1,147 | $221,237.28 | $246,857.34 | $25,620.06 | 11.58% |
| HC Harry Cowley Stonegate Investment Group LLC | 26,186 | $2.32M | $5.64M | $3.32M | 143.14% |
Dominic Corabi Wedmont Private Capital | 21,044 | $2.37M | $4.53M | $2.16M | 91.01% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,269 | $427,071.21 | $505,873.55 | $78,802.34 | 18.45% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,474 | $147,751.35 | $317,234.28 | $169,482.93 | 114.71% |
Timothy J. Landolt Endowment Wealth Management Inc. | 1,711 | $165,387.31 | $380,372.41 | $214,985.1 | 129.99% |
Bill Ryan Manhattan West Asset Management LLC | 2,378 | $324,551.89 | $532,957.36 | $208,405.47 | 64.21% |
Susan M. Stiles Stiles Financial Services Inc. | 19,731 | $1.71M | $4.4M | $2.68M | 156.69% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 2,634 | $470,285.45 | $590,332.08 | $120,046.63 | 25.53% |