| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 1,118 | $294,747.44 | $380,634.27 | $85,886.83 | 29.14% |
William Reid Culp III TAGStone Capital Inc. | 12,110 | $3.21M | $4.35M | $1.14M | 35.47% |
Michael Capobianco MWA Asset Management | 1,557 | $346,320.42 | $530,096.2 | $183,775.78 | 53.07% |
Justin Fulmer Shelton Wealth Management LLC | 7,879 | $1.91M | $2.68M | $772,647.32 | 40.46% |
Lynn A. Jackson Dopkins Wealth Management LLC | 23,986 | $5.86M | $8.17M | $2.31M | 39.42% |
Dominic Corabi Wedmont Private Capital | 5,177 | $1.41M | $1.76M | $350,455.55 | 24.82% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 486 | $114,806.64 | $165,463.56 | $50,656.92 | 44.12% |
Candace Cavalier Congress Wealth Management LLC / DE / | 38,255 | $8.42M | $13.02M | $4.6M | 54.65% |
Nicholas Shaheen FSA Advisors Inc. | 2,119 | $774,655 | $774,176.65 | -$478.35 | -0.06% |
Barry Oliver Capital Performance Advisors LLP | 1,263 | $382,566.6 | $462,119.08 | $79,552.48 | 20.79% |
Jennifer Scott Scott Capital Advisors LLC | 952 | $348,146.41 | $324,117.91 | -$24,028.5 | -6.9% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,215 | $329,938.11 | $441,482.4 | $111,544.29 | 33.81% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 6,153 | $1.42M | $2.09M | $676,134.22 | 47.66% |
Kristie R. Furseth Bowman & Co S.C. | 1,373 | $276,776.06 | $467,451.57 | $190,675.51 | 68.89% |
Bridget Fagerholt MAS Advisors LLC | 1,210 | $254,646.51 | $411,956.59 | $157,310.08 | 61.78% |
Seth Scher Matrix Private Capital Group LLC | 142 | $42,919.5 | $51,956.38 | $9,036.88 | 21.06% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,959 | $592,107.75 | $666,961.12 | $74,853.37 | 12.64% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 5,718 | $1.43M | $1.95M | $516,288.76 | 36.09% |
Derek Swedberg PACK Private Wealth LLC | 600 | $219,420.01 | $218,016 | -$1,404.01 | -0.64% |
William Liberti Wealth Effects LLC | 614 | $224,539.81 | $216,195.54 | -$8,344.27 | -3.72% |