| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 24,012 | $2.71M | $3.67M | $957,958.98 | 35.38% |
| VAM Virtue Asset Management LLC Virtue Asset Management LLC | 7,987 | $912,215.34 | $1.22M | $307,479.51 | 33.71% |
| MWM Manske Wealth Management Manske Wealth Management | 36,883 | $3.98M | $5.63M | $1.65M | 41.28% |
Darrell T. Roberts American Wealth Advisors LLC | 4,427 | $499,207.99 | $676,047.17 | $176,839.22 | 35.42% |
Wallace Jones WJ Financial Advisors LLC | 3,435 | $387,296.25 | $524,318.4 | $137,039.32 | 35.38% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,815 | $447,234.02 | $582,321.6 | $135,106.65 | 30.21% |
Sarah Byrd Alpha Advisors LLC/VA | 2,508 | $284,730.19 | $382,821.12 | $98,103.47 | 34.45% |
Adam Weisner Sherman Porfolios LLC | 43,722 | $5.26M | $6.68M | $1.42M | 26.9% |
Steve Erken Maxele Advisors LLC | 2,883 | $249,926.62 | $440,061.12 | $190,148.91 | 76.08% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 2,446 | $265,819.89 | $373,357.44 | $107,549.78 | 40.46% |
David K. Gilmore Equity Wealth Partners LLC | 3,563 | $403,321.86 | $543,856.32 | $140,552.28 | 34.85% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 215 | $36,477 | $32,832.65 | -$3,644.35 | -9.99% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 48,422 | $4.96M | $7.39M | $2.43M | 48.91% |
| SL Steadtrust LLC Steadtrust LLC | 75,488 | $8.14M | $11.52M | $3.38M | 41.56% |
Eric C. Jansen Finivi Inc. | 30,967 | $2.47M | $4.73M | $2.25M | 90.99% |
William F. Blake PMG Family Office LLC | 1,734 | $208,670 | $264,677.76 | $56,016.43 | 26.84% |