| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Adam Causey Jackson Thornton Wealth Management LLC | 6,309 | $769,909.46 | $989,314.29 | $219,404.83 | 28.5% |
Dominic Corabi Wedmont Private Capital | 180,872 | $21.14M | $27.22M | $6.09M | 28.8% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 15 | $1,542.15 | $2,257.8 | $715.65 | 46.41% |
Candace Cavalier Congress Wealth Management LLC / DE / | 19,112 | $2.08M | $2.88M | $799,039.27 | 38.46% |
Stanley D. Royer Claris Advisors LLC / Mo / | 1,366 | $210,760.13 | $205,610.32 | -$5,149.81 | -2.44% |
Kevin Siebert Atmos Advisory LLC | 48,358 | $6.06M | $7.28M | $1.22M | 20.05% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 7,458 | $1.09M | $1.12M | $31,221.84 | 2.86% |
Sam Sweitzer Anson Capital Inc. | 3,137 | $366,203.58 | $472,181.24 | $105,977.66 | 28.94% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 38,177 | $4.66M | $5.75M | $1.09M | 23.43% |
Shaun Peterson Peterson Wealth Services | 60 | $8,553 | $9,031.2 | $478.2 | 5.59% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,572 | $208,813.47 | $236,617.44 | $27,803.97 | 13.32% |
Nabeed Zaman Eagle Strategies LLC | 4,854 | $578,223.79 | $730,624.08 | $152,400.29 | 26.36% |
Amir Ali Monsefi Aire Advisors LLC | 3,013 | $310,291.85 | $481,899.22 | $171,607.37 | 55.31% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 15,100 | $1.6M | $2.27M | $676,702.26 | 42.4% |
Clint Dunn Beaird Harris Wealth Management LLC | 66,466 | $7.13M | $10M | $2.87M | 40.3% |
Lindsey Seagraves Carson Advisory Inc. | 4,299 | $615,169.09 | $680,875.62 | $65,706.53 | 10.68% |
Kathryn Brown Morton Brown Family Wealth LLC | 7,976 | $871,298.24 | $1.2M | $329,249.28 | 37.79% |
John Gorlow Cardiff Park Advisors LLC | 6,159 | $732,425.02 | $985,070.46 | $252,645.44 | 34.49% |
Samantha Pierangeli City State Bank | 1,385 | $144,449.77 | $208,470.2 | $64,020.43 | 44.32% |
Christopher Pelch Vance Wealth LLC | 10,064 | $1.05M | $1.61M | $560,689.42 | 53.45% |