| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristen Williams Athena Investment Management | 3,980 | $224,949.6 | $285,047.6 | $60,098 | 26.72% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 258 | $14,466.06 | $18,480.54 | $4,014.48 | 27.75% |
| MC Molly Crider Walker Asset Management LLC | 6,541 | $323,576.07 | $464,083.95 | $140,507.88 | 43.42% |
David K. Balsdon Harvest Portfolios Group Inc. | 193,312 | $10.97M | $13.85M | $2.88M | 26.25% |
| BPN Brent P. Nicks Strategic Planning Inc. | 77,972 | $4.37M | $5.59M | $1.21M | 27.77% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,259 | $249,534.81 | $305,072.17 | $55,537.36 | 22.26% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 3,488 | $213,353.22 | $249,880.32 | $36,527.1 | 17.12% |
Daniel Ronan Catalyst Financial Partners LLC | 11,140 | $621,239.25 | $798,315.79 | $177,076.54 | 28.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,273 | $786,311.21 | $1.09M | $305,708.29 | 38.88% |
Jeffrey Gilbert Balboa Wealth Partners | 6,821 | $402,906.12 | $488,807.18 | $85,901.06 | 21.32% |
| EL Edward Lowndes Angeles Wealth Management LLC | 5,964 | $349,430.76 | $427,392.76 | $77,962 | 22.31% |
| TL Tradewinds LLC Tradewinds LLC | 19,376 | $1.19M | $1.39M | $203,274.04 | 17.15% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,666 | $522,125.34 | $618,492.42 | $96,367.08 | 18.46% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 294 | $14,406 | $21,068.66 | $6,662.66 | 46.25% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 38,566 | $2.18M | $2.76M | $575,979.37 | 26.4% |
| JG John Ginter Callan Family Office LLC | 15,898 | $909,584.83 | $1.14M | $226,963.19 | 24.95% |
| RD Rodrigo Diaz Plan Group Financial LLC | 39,989 | $2.21M | $2.86M | $653,510.75 | 29.64% |
Mark Mowrey Signature Resources Capital Management LLC | 161 | $8,651.97 | $11,466.42 | $2,814.45 | 32.53% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,183 | $415,431.17 | $585,002.67 | $169,571.5 | 40.82% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 282,162 | $14.19M | $20.17M | $5.99M | 42.22% |