| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,256 | $400,748.49 | $398,469.28 | -$2,279.21 | -0.57% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 15,373 | $1.35M | $1.87M | $518,471.68 | 38.38% |
Bobby Adusumilli SJS Investment Consulting Inc. | 339 | $24,797.85 | $41,585.13 | $16,787.28 | 67.7% |
David Spratt Badgley Phelps Wealth Managers LLC | 2,024 | $215,960.8 | $245,167.12 | $29,206.32 | 13.52% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 71,772 | $5.23M | $8.77M | $3.54M | 67.65% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 31,378 | $3.73M | $3.84M | $110,764.34 | 2.97% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 283,982 | $27.97M | $34.75M | $6.78M | 24.23% |
Bradley W. Clark Paladin Advisory Group LLC | 4,381 | $261,473.57 | $531,853.4 | $270,379.83 | 103.41% |
Ashish Sharma DGS Capital Management LLC | 10,549 | $605,622.83 | $1.27M | $667,166.76 | 110.16% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 249,537 | $18.55M | $30.52M | $11.98M | 64.59% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 765,951 | $84M | $93.96M | $9.96M | 11.85% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,983 | $443,998.73 | $481,903.17 | $37,904.44 | 8.54% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1.48M | $108.64M | $181.66M | $73.02M | 67.22% |
Brandon Collier Collier Financial | 182,496 | $14.82M | $22.26M | $7.44M | 50.18% |
William Reid Culp III TAGStone Capital Inc. | 131,583 | $10.02M | $16.05M | $6.03M | 60.15% |
Scott Ungar BlackDiamond Wealth Management LLC | 3,417 | $317,148.81 | $415,473.03 | $98,324.22 | 31% |
Dominic Corabi Wedmont Private Capital | 5,422 | $492,966.81 | $663,219.04 | $170,252.23 | 34.54% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 8,763 | $864,111.8 | $1.06M | $198,314.32 | 22.95% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,463 | $79,838.64 | $179,129.72 | $99,291.08 | 124.36% |
Susan M. Stiles Stiles Financial Services Inc. | 4,688 | $347,469.95 | $571,842.24 | $224,372.29 | 64.57% |