| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Conor Sheridan Sheridan Capital Management LLC | 64,633 | $2.45M | $2.86M | $410,955.55 | 16.78% |
Timothy Gerlach Novem Group | 6,082 | $262,216 | $259,154.02 | -$3,061.98 | -1.17% |
Timothy Low Forte Asset Management LLC | 52,272 | $2.25M | $2.23M | -$26,136 | -1.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 251,006 | $8.76M | $10.7M | $1.94M | 22.14% |
Angela Cox W Advisors LLC | 15,788 | $570,866.84 | $672,726.68 | $101,859.84 | 17.84% |
Vito Collacuro Sutton Place Investors LLC | 19,780 | $707,821.04 | $842,825.8 | $135,004.76 | 19.07% |
Adam Schwallier Schwallier Wealth Management LLC | 95,633 | $4.12M | $4.25M | $122,418.87 | 2.97% |
Mark Mowrey Signature Resources Capital Management LLC | 149 | $5,858.68 | $6,348.89 | $490.21 | 8.37% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 127,796 | $4.57M | $5.67M | $1.11M | 24.21% |
Rachel Faulk Cape Investment Advisory Inc. | 6,390 | $234,806.8 | $272,277.9 | $37,471.1 | 15.96% |
| FIL FWG Investments LLC FWG Investments LLC | 15,708 | $574,872.53 | $669,317.88 | $94,445.35 | 16.43% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 20,028 | $728,309.6 | $853,393.08 | $125,083.48 | 17.17% |
Jill Grimes Centurion Wealth Management LLC | 65,234 | $2.35M | $2.78M | $433,990.24 | 18.5% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 42,508 | $1.52M | $1.81M | $290,369.63 | 19.09% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,651 | $102,217.41 | $117,293.49 | $15,076.08 | 14.75% |
Stephen Smith Kestra Investment Management LLC | 8,316 | $317,082.79 | $354,344.76 | $37,261.97 | 11.75% |
Scott Register Register Financial Advisors LLC | 37 | $1,595 | $1,576.57 | -$18.43 | -1.16% |
Amy Ardeel Icon Wealth Advisors LLC | 470,283 | $16.97M | $20.04M | $3.07M | 18.11% |
| TT Thaddeus Toal RCS Financial Planning LLC | 8,957 | $337,377.04 | $381,657.77 | $44,280.73 | 13.12% |
Joseph A. Feste KM Capital Management Ltd. | 107,324 | $3.4M | $4.76M | $1.36M | 40.08% |