| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Richard Slavik Newbridge Financial Services Group Inc. | 27 | $1,417.1 | $2,030.8 | $613.7 | 43.31% |
Adam J. Peck Riverwater Partners LLC | 3,552 | $230,915.52 | $266,471.04 | $35,555.52 | 15.4% |
| SE Sima Elimelech Activest Wealth Management | 2,253 | $140,859.64 | $169,943.79 | $29,084.15 | 20.65% |
Jodi Greenlund Financial Council LLC | 387,256 | $25.17M | $29.04M | $3.88M | 15.41% |
| KC Kasey Cook Maripau Wealth Management LLC | 8,072 | $552,689.84 | $605,561.44 | $52,871.6 | 9.57% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 43,915 | $2.34M | $3.31M | $966,349.57 | 41.22% |
Brian Landzaat Vista Finance LLC | 12,005 | $849,685.95 | $905,537.15 | $55,851.2 | 6.57% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 44,407 | $2.27M | $3.34M | $1.07M | 47.18% |
| RCS Ryan Charles Stout Theory Financial LLC | 37,246 | $2.55M | $2.8M | $251,224.27 | 9.85% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,814 | $843,528.75 | $890,716.53 | $47,187.78 | 5.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 22,083 | $1.35M | $1.66M | $318,878.52 | 23.7% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 5,750 | $293,480 | $433,435 | $139,955 | 47.69% |
| NZ Nabeed Zaman Eagle Strategies LLC | 7,307 | $407,319.14 | $550,984.33 | $143,665.19 | 35.27% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 21,906 | $1.34M | $1.65M | $314,753.31 | 23.54% |
Caroline Jankowski Operose Advisors LLC | 9,980 | $576,477.36 | $752,591.8 | $176,114.44 | 30.55% |
Ana-Maria Ignat Covestor Ltd | 249 | $17,049.03 | $18,540.54 | $1,491.51 | 8.75% |
Kathryn Brown Morton Brown Family Wealth LLC | 2,698 | $131,581.46 | $203,456.18 | $71,874.72 | 54.62% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 40,873 | $2.58M | $3.08M | $505,043.4 | 19.6% |
Bill McVay Red Tortoise LLC | 47,050 | $2.6M | $3.51M | $915,715.79 | 35.24% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,808 | $387,739.59 | $581,383.68 | $193,644.09 | 49.94% |