| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 6,208 | $287,705.75 | $311,672.64 | $23,966.89 | 8.33% |
Jason DeBerry BancFirst Trust & Investment Management | 10,132 | $310,489.38 | $493,276.42 | $182,787.04 | 58.87% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 32 | $1,081.52 | $1,599.36 | $517.84 | 47.88% |
David K. Balsdon Harvest Portfolios Group Inc. | 50,350 | $1.73M | $2.5M | $770,246.76 | 44.53% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,165 | $309,152.36 | $407,229.37 | $98,077.01 | 31.72% |
Mark Fiskio Empirical Asset Management LLC | 8,356 | $308,754.2 | $417,465.76 | $108,711.56 | 35.21% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 6,786 | $184,607.59 | $335,431.98 | $150,824.39 | 81.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,572 | $971,094.23 | $1.34M | $364,493.45 | 37.53% |
Jeffrey Gilbert Balboa Wealth Partners | 13,354 | $381,256.7 | $667,633.23 | $286,376.53 | 75.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,717 | $60,060.06 | $83,532.05 | $23,471.99 | 39.08% |
Brad Saenz Coastwise Capital Group LLC | 16,310 | $525,050.41 | $804,327.65 | $279,277.24 | 53.19% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 311 | $9,762.29 | $15,573.32 | $5,811.03 | 59.53% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 181,412 | $7.03M | $8.85M | $1.82M | 25.85% |
| JG John Ginter Callan Family Office LLC | 54,593 | $1.9M | $2.66M | $761,561.14 | 40.17% |
Anu Prabhu Altrius Capital Management Inc. | 259,662 | $7.79M | $12.63M | $4.84M | 62.14% |
Mark Mowrey Signature Resources Capital Management LLC | 960 | $33,983.97 | $48,201.6 | $14,217.63 | 41.84% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 14,583 | $516,023.26 | $719,598.13 | $203,574.87 | 39.45% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 62,206 | $1.78M | $3.1M | $1.32M | 73.98% |
Rachel Faulk Cape Investment Advisory Inc. | 8,596 | $335,822.49 | $416,390.24 | $80,567.75 | 23.99% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 386 | $14,699.42 | $19,373.34 | $4,673.92 | 31.8% |