| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 1,349 | $176,677.45 | $211,293.87 | $34,616.42 | 19.59% |
Kea Molnar Cromwell Holdings LLC | 1,503 | $176,219 | $235,535.13 | $59,316.13 | 33.66% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 40,475 | $4.98M | $6.35M | $1.37M | 27.43% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,764 | $722,342.69 | $747,257.22 | $24,914.53 | 3.45% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 228 | $29,305.11 | $35,121.12 | $5,816.01 | 19.85% |
Ashish Sharma DGS Capital Management LLC | 3,103 | $327,055.03 | $479,909.98 | $152,854.95 | 46.74% |
Nancy Kay Cross Staff Investments Inc. | 4,751 | $1.03M | $754,411.29 | -$280,196.72 | -27.08% |
Kathleen Halliwell DMKC Advisory Services LLC | 27,674 | $3.3M | $4.33M | $1.04M | 31.46% |
Parth Karia Capricorn Fund Managers Ltd. | 26,000 | $3.26M | $4.08M | $820,269.52 | 25.17% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,109 | $286,126.85 | $326,641.92 | $40,515.07 | 14.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,522 | $2.11M | $2.26M | $148,111.89 | 7.03% |
Patrick M. Markey Northcape Wealth Management LLC | 2,264 | $295,701.04 | $355,934.76 | $60,233.72 | 20.37% |
Brandon Collier Collier Financial | 166 | $22,440 | $26,334.24 | $3,894.24 | 17.35% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 5,442 | $553,109.46 | $841,496.46 | $288,387 | 52.14% |
| HC Harry Cowley Stonegate Investment Group LLC | 5,100 | $779,866.02 | $788,766 | $8,899.98 | 1.14% |
Dominic Corabi Wedmont Private Capital | 5,630 | $675,797.86 | $883,121.8 | $207,323.94 | 30.68% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1,757 | $229,481.77 | $273,564.9 | $44,083.13 | 19.21% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 8 | $1,081.44 | $1,256.36 | $174.92 | 16.17% |
Susan M. Stiles Stiles Financial Services Inc. | 27,611 | $4.99M | $4.33M | -$659,979.27 | -13.24% |
Candace Cavalier Congress Wealth Management LLC / DE / | 27,682 | $2.85M | $4.34M | $1.49M | 52.13% |