| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,109 | $286,126.85 | $325,798.32 | $39,671.47 | 13.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 15,948 | $2.33M | $2.3M | -$25,229.61 | -1.08% |
Patrick M. Markey Northcape Wealth Management LLC | 2,264 | $295,701.04 | $338,898.16 | $43,197.12 | 14.61% |
Brandon Collier Collier Financial | 166 | $22,440 | $23,985.34 | $1,545.34 | 6.89% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 5,442 | $553,109.46 | $803,783.4 | $250,673.94 | 45.32% |
| HC Harry Cowley Stonegate Investment Group LLC | 5,100 | $779,866.02 | $736,899.05 | -$42,966.97 | -5.51% |
Dominic Corabi Wedmont Private Capital | 3,242 | $334,083.74 | $468,436.61 | $134,352.87 | 40.22% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1,757 | $229,481.77 | $271,421.36 | $41,939.59 | 18.28% |
Susan M. Stiles Stiles Financial Services Inc. | 27,611 | $4.99M | $4.25M | -$734,390.91 | -14.73% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,235 | $936,300.5 | $1.19M | $253,574.73 | 27.08% |
Craig Kurth PCG Wealth Advisors LLC | 2,411 | $242,093.75 | $348,365.41 | $106,271.66 | 43.9% |
Barry Oliver Capital Performance Advisors LLP | 2,162 | $261,796.58 | $333,985.76 | $72,189.18 | 27.57% |
William T. Hedges Hedges Asset Management LLC | 10,200 | $997,050 | $1.47M | $476,748.1 | 47.82% |
| RS Radon Stancil POM Investment Strategies LLC | 28 | $2,737 | $4,045.72 | $1,308.72 | 47.82% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 2,875 | $295,809.74 | $444,130 | $148,320.26 | 50.14% |
Shaun Peterson Peterson Wealth Services | 127 | $11,391.9 | $18,350.23 | $6,958.33 | 61.08% |
Taylor Jobe MKT Advisors LLC | 2,415 | $349,781.27 | $348,943.37 | -$837.9 | -0.24% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 1,615 | $195,560.35 | $249,485.2 | $53,924.85 | 27.57% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 180 | $22,798.14 | $26,008.2 | $3,210.06 | 14.08% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 5,474 | $493,323.87 | $790,938.31 | $297,614.44 | 60.33% |