| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Kelley Alliance Wealth Advisors LLC /UT | 554,931 | $65.87M | $67.65M | $1.78M | 2.71% |
David Spratt Badgley Phelps Wealth Managers LLC | 19,910 | $1.73M | $2.43M | $693,988.46 | 40.04% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 56,693 | $5.58M | $6.91M | $1.33M | 23.92% |
Bradley W. Clark Paladin Advisory Group LLC | 5,854 | $629,199.49 | $713,661.14 | $84,461.65 | 13.42% |
Ashish Sharma DGS Capital Management LLC | 3,362 | $379,784.63 | $409,861.42 | $30,076.79 | 7.92% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,225 | $122,943.36 | $271,249.75 | $148,306.39 | 120.63% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 21,687 | $2.77M | $2.8M | $25,807.53 | 0.93% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 53,629 | $5.58M | $6.92M | $1.34M | 23.98% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,156 | $867,214.4 | $872,387.96 | $5,173.56 | 0.6% |
| JPM Justin P. Mason Keb Asset Management LLC | 2,081 | $229,358.3 | $253,694.71 | $24,336.41 | 10.61% |
William Reid Culp III TAGStone Capital Inc. | 39,514 | $3.22M | $5.05M | $1.83M | 56.65% |
Michael Capobianco MWA Asset Management | 3,267 | $343,088 | $398,279.97 | $55,191.97 | 16.09% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 3,338 | $366,145.22 | $406,935.58 | $40,790.36 | 11.14% |
| HC Harry Cowley Stonegate Investment Group LLC | 3,191 | $299,235.51 | $389,014.81 | $89,779.3 | 30% |
Dominic Corabi Wedmont Private Capital | 20,431 | $1.61M | $2.49M | $878,569.47 | 54.5% |
Candace Cavalier Congress Wealth Management LLC / DE / | 481,061 | $33.07M | $58.65M | $25.57M | 77.32% |
Seth Scher Matrix Private Capital Group LLC | 61 | $6,691.09 | $7,869 | $1,177.91 | 17.6% |
Jordan Szekely Cherrydale Wealth Management LLC | 6,183 | $639,474.77 | $753,769.53 | $114,294.76 | 17.87% |
Doug Peabody Stegner Investment Associates Inc. | 45,647 | $2.56M | $5.56M | $3M | 117.35% |
Caitlin Garner SC&H Financial Advisors Inc. | 3,127 | $221,839.02 | $381,212.57 | $159,373.55 | 71.84% |