| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 203 | $32,136.06 | $35,342.3 | $3,206.24 | 9.98% |
Dalila Toledo Ascent Group LLC | 10,151 | $1.14M | $1.77M | $629,496.66 | 55.33% |
| EW Ed West Values First Advisors Inc. | 11,668 | $988,657.19 | $2.04M | $1.05M | 106.67% |
Michael Byun SageView Advisory Group LLC | 5,109 | $534,924.97 | $889,476.9 | $354,551.93 | 66.28% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,980 | $486,693.6 | $518,818 | $32,124.4 | 6.6% |
| TG Timothy Gerlach Novem Group | 6,737 | $1.1M | $1.17M | $74,609.44 | 6.79% |
Daniel Ronan Catalyst Financial Partners LLC | 2,404 | $275,617.38 | $417,238 | $141,620.62 | 51.38% |
Kevin Zemann WealthPlan Investment Management LLC | 1,895 | $198,596.51 | $328,896.01 | $130,299.5 | 65.61% |
| MK Malinda Khauv Cercano Management LLC | 26,827 | $4.22M | $4.66M | $434,863.44 | 10.3% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 476 | $58,668.15 | $85,594.32 | $26,926.17 | 45.9% |
| JG John Ginter Callan Family Office LLC | 5,645 | $897,231.02 | $980,423.6 | $83,192.58 | 9.27% |
Amna Ali Khan GDS Wealth Management | 3,787 | $598,724.7 | $657,877.64 | $59,152.94 | 9.88% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 4,223 | $497,718.54 | $733,619.56 | $235,901.02 | 47.4% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,089 | $501,158.62 | $536,497.52 | $35,338.9 | 7.05% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 59,979 | $7.63M | $10.43M | $2.79M | 36.58% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 9 | $1,422.9 | $1,564.68 | $141.78 | 9.96% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 2,628 | $272,216.22 | $456,431.04 | $184,214.82 | 67.67% |
Mariana Coli Dunhill Financial LLC | 13 | $1,627.86 | $2,260.09 | $632.23 | 38.84% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 151 | $24,685.32 | $26,225.68 | $1,540.36 | 6.24% |
Lukas Lindgren Abound Wealth Management | 29 | $3,383 | $5,067.6 | $1,684.6 | 49.8% |