| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 2,399 | $310,061.21 | $562,421.56 | $252,360.35 | 81.39% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 19,813 | $2.91M | $4.64M | $1.73M | 59.38% |
Brad Van Aken Agate Pass Investment Management LLC | 8,785 | $1.18M | $2.06M | $877,093.25 | 74.18% |
Russell Silberstein Carmel Capital Partners LLC | 1,025 | $202,652.75 | $240,301 | $37,648.25 | 18.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,598 | $452,168.6 | $843,515.12 | $391,346.52 | 86.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,337 | $293,559.74 | $782,326.28 | $488,766.54 | 166.5% |
Patrick M. Markey Northcape Wealth Management LLC | 1,487 | $155,019.75 | $348,612.28 | $193,592.53 | 124.88% |
Brandon Collier Collier Financial | 64 | $11,459.61 | $15,004.16 | $3,544.55 | 30.93% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 7,738 | $1.2M | $1.81M | $616,689.14 | 51.5% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,433 | $325,248.01 | $340,724.41 | $15,476.4 | 4.76% |
Justin Fulmer Shelton Wealth Management LLC | 2,216 | $235,474.88 | $519,519.04 | $284,044.16 | 120.63% |
Dominic Corabi Wedmont Private Capital | 9,524 | $1.01M | $2.23M | $1.23M | 122.08% |
| TG Terence Gray Vert Asset Management LLC | 122,448 | $10.74M | $28.71M | $17.97M | 167.32% |
Steve Wachs Legacy CG LLC | 31,196 | $4.08M | $7.31M | $3.24M | 79.39% |
Susan M. Stiles Stiles Financial Services Inc. | 7,240 | $622,697.23 | $1.7M | $1.07M | 172.58% |
Candace Cavalier Congress Wealth Management LLC / DE / | 2,059 | $315,459.39 | $482,711.96 | $167,252.57 | 53.02% |
Barry Oliver Capital Performance Advisors LLP | 1,302 | $257,418.42 | $305,240.88 | $47,822.46 | 18.58% |
Kristie R. Furseth Bowman & Co S.C. | 2,665 | $224,116.86 | $624,782.6 | $400,665.74 | 178.78% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,029 | $203,443.59 | $241,238.76 | $37,795.17 | 18.58% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 156 | $14,582.88 | $36,572.64 | $21,989.76 | 150.79% |