| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 4,950 | $355,845.05 | $376,269.3 | $20,424.25 | 5.74% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 22,230 | $1.39M | $1.69M | $306,814.28 | 22.11% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 15,692 | $996,846.53 | $1.2M | $200,609.99 | 20.12% |
| WF Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 14,540 | $772,946.4 | $1.09M | $316,026.9 | 40.89% |
John Gorlow Cardiff Park Advisors LLC | 7,128 | $373,303.16 | $543,296.16 | $169,993 | 45.54% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 125,642 | $9.05M | $9.54M | $488,509.45 | 5.4% |
| EM Erin Mccann Simplicity Wealth LLC | 85,631 | $5.36M | $6.48M | $1.12M | 20.84% |
Allison Brooke Blake WorthPointe LLC | 7,111 | $498,114.15 | $538,225.19 | $40,111.04 | 8.05% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 6,766 | $420,890 | $511,983.22 | $91,093.22 | 21.64% |
| NJL Nelson J. Lam LAM GROUP Inc. | 20,900 | $1.4M | $1.59M | $190,676.99 | 13.65% |
Jeffrey Hanson Breakwater Capital Group | 9,090 | $600,874.72 | $688,095.73 | $87,221.01 | 14.52% |
Benjamin Cannon Tillman Hartley LLC | 3,626 | $246,392.18 | $274,481.31 | $28,089.13 | 11.4% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 9,945 | $714,533 | $752,817.6 | $38,284.6 | 5.36% |
Alexandra Stickelman Root Financial Partners, LLC | 7 | $503 | $530.53 | $27.53 | 5.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,585 | $830,959.16 | $1.02M | $188,323.39 | 22.66% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 5,060 | $292,310.38 | $382,864.9 | $90,554.52 | 30.98% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 14,067 | $975,518.43 | $1.06M | $87,804.69 | 9% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,109 | $224,189.77 | $235,009.31 | $10,819.54 | 4.83% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 12,244 | $668,210.21 | $925,156.64 | $256,946.43 | 38.45% |
| SC Stacey Cole Haven Private LLC | 3,843 | $199,176.26 | $287,879.13 | $88,702.87 | 44.53% |