| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 3,250 | $861,989.94 | $1.64M | $778,902.59 | 90.36% |
Brian Landzaat Vista Finance LLC | 545 | $349,214.21 | $275,165.06 | -$74,049.15 | -21.2% |
Bobby Adusumilli SJS Investment Consulting Inc. | 89 | $19,869.95 | $44,935.21 | $25,065.26 | 126.15% |
Ryan Charles Stout Theory Financial LLC | 12,271 | $2.61M | $6.2M | $3.59M | 137.79% |
Marc Dacanay Geometric Wealth Advisors | 615 | $202,125.9 | $310,507.36 | $108,381.46 | 53.62% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 13 | $4,272.58 | $6,563.57 | $2,290.99 | 53.62% |
Jonathan Davison Austin Asset Management Co. Inc. | 382 | $244,770.32 | $192,867.98 | -$51,902.34 | -21.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,538 | $434,309.87 | $776,520.84 | $342,210.97 | 78.79% |
| JPM Justin P. Mason Keb Asset Management LLC | 369 | $236,440.44 | $186,304.41 | -$50,136.03 | -21.2% |
William Reid Culp III TAGStone Capital Inc. | 820 | $269,501.2 | $414,009.81 | $144,508.61 | 53.62% |
Michael Capobianco MWA Asset Management | 1,142 | $231,498.86 | $576,584.39 | $345,085.53 | 149.07% |
Thomas Pappas Cottonwood Capital Advisors LLC | 21,813 | $3.9M | $11.01M | $7.11M | 182.07% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 1,540 | $231,112.69 | $777,530.62 | $546,417.93 | 236.43% |
Dominic Corabi Wedmont Private Capital | 2,954 | $932,237.6 | $1.49M | $559,207.49 | 59.99% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 33 | $3,827.67 | $16,661.37 | $12,833.7 | 335.29% |
| JB Joel Blattner Avaii Wealth Management LLC | 17,617 | $4.26M | $9.33M | $5.07M | 118.89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,468 | $316,339.32 | $741,178.53 | $424,839.21 | 134.3% |
Matt Shibata Morling Financial Advisors LLC | 137 | $87,784.12 | $72,705.9 | -$15,078.22 | -17.18% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,084 | $293,894.08 | $547,300.77 | $253,406.69 | 86.22% |
Kristie R. Furseth Bowman & Co S.C. | 718 | $216,225.7 | $362,511.03 | $146,285.33 | 67.65% |