| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cheryl Smith DB Fitzpatrick & Co Inc. | 6,984 | $436,681.98 | $578,833.92 | $142,151.94 | 32.55% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,090 | $206,398.74 | $257,489.7 | $51,090.96 | 24.75% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,428 | $247,011.55 | $366,571.98 | $119,560.43 | 48.4% |
Bobby Adusumilli SJS Investment Consulting Inc. | 600 | $44,460 | $49,893 | $5,433 | 12.22% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 9,312 | $570,887.12 | $751,944 | $181,056.88 | 31.72% |
Brad Van Aken Agate Pass Investment Management LLC | 3,069 | $253,560.78 | $254,880.45 | $1,319.67 | 0.52% |
| RS Russell Silberstein Carmel Capital Partners LLC | 3,906 | $289,434.6 | $324,393.3 | $34,958.7 | 12.08% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 14,484 | $907,753.02 | $1.2M | $296,736.42 | 32.69% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,708 | $251,958.6 | $308,338.74 | $56,380.14 | 22.38% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 40,823 | $2.35M | $3.4M | $1.05M | 44.77% |
Michael Capobianco MWA Asset Management | 8,304 | $434,911.24 | $689,647.2 | $254,735.96 | 58.57% |
Lynn A. Jackson Dopkins Wealth Management LLC | 3,607 | $220,084.68 | $291,409.53 | $71,324.85 | 32.41% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 804 | $27,947.04 | $66,860.64 | $38,913.6 | 139.24% |
Bill Ryan Manhattan West Asset Management LLC | 6,276 | $382,898.76 | $521,912.16 | $139,013.4 | 36.31% |
| SS Sam Sweitzer Anson Capital Inc. | 66,630 | $3.75M | $5.54M | $1.79M | 47.92% |
Jordan Szekely Cherrydale Wealth Management LLC | 14,367 | $950,611.74 | $1.18M | $228,128.77 | 24% |
| DM David Mailloux WealthCare Investment Partners LLC | 9,114 | $354,750.36 | $759,013.92 | $404,263.56 | 113.96% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 4,116 | $272,026.44 | $342,780.48 | $70,754.04 | 26.01% |
Clint Dunn Beaird Harris Wealth Management LLC | 222 | $14,724.36 | $18,491.49 | $3,767.13 | 25.58% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 3,690 | $205,090.2 | $307,303.2 | $102,213 | 49.84% |