| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 209,165 | $9.69M | $14.68M | $4.98M | 51.43% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 5,034 | $235,603.65 | $356,155.5 | $120,551.85 | 51.17% |
Jill Batley Gateway Wealth Partners LLC | 5,364 | $355,770 | $379,342.08 | $23,572.08 | 6.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,515 | $152,145.65 | $178,817.51 | $26,671.86 | 17.53% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 92,101 | $5.3M | $6.55M | $1.25M | 23.5% |