| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Reid Culp III TAGStone Capital Inc. | 8,976 | $735,410.07 | $983,859.36 | $248,449.29 | 33.78% |
| HC Harry Cowley Stonegate Investment Group LLC | 14,421 | $1.2M | $1.58M | $380,223.92 | 31.67% |
Dominic Corabi Wedmont Private Capital | 3,850 | $327,695.78 | $425,232.5 | $97,536.72 | 29.76% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6,803 | $605,179.99 | $751,255.29 | $146,075.3 | 24.14% |
Nicholas Shaheen FSA Advisors Inc. | 2,696 | $272,084.78 | $301,331.92 | $29,247.14 | 10.75% |
Kristie R. Furseth Bowman & Co S.C. | 6,171 | $538,763.02 | $685,536.39 | $146,773.37 | 27.24% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 12,328 | $1.02M | $1.38M | $356,606.26 | 34.92% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 130 | $9,830.6 | $14,249.3 | $4,418.7 | 44.95% |
Clint Dunn Beaird Harris Wealth Management LLC | 5 | $373.38 | $549.9 | $176.52 | 47.28% |
Tyler Glazier New Millennium Group LLC | 7 | $625.31 | $767.27 | $141.96 | 22.7% |
Caroline Jankowski Operose Advisors LLC | 38,052 | $3.79M | $4.17M | $383,068.68 | 10.11% |
Ana-Maria Ignat Covestor Ltd | 103 | $12,506.26 | $11,442.27 | -$1,063.99 | -8.51% |
Sean Reitenbach Prosperity Consulting Group LLC | 36,316 | $3.19M | $3.98M | $792,152.07 | 24.84% |
Bill McVay Red Tortoise LLC | 14,026 | $1.28M | $1.54M | $252,508.79 | 19.65% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 6,166 | $748,675.72 | $680,973.04 | -$67,702.68 | -9.04% |
| TA Thomas Anderton 626 Financial LLC | 5,653 | $637,456.16 | $619,625.33 | -$17,830.83 | -2.8% |
Michael Hackman HFG Advisors Inc. | 2,710 | $237,140.19 | $301,053.9 | $63,913.71 | 26.95% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,617 | $234,310.36 | $292,502.09 | $58,191.73 | 24.84% |
Russell Mohberg Regatta Capital Group LLC | 2,375 | $207,232.3 | $265,453.75 | $58,221.45 | 28.09% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 40 | $3,962.35 | $4,470.8 | $508.45 | 12.83% |