| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,219 | $311,277.82 | $349,755.1 | $38,477.28 | 12.36% |
| YA Yinka Akinsola Blue Trust Inc. | 16,106 | $1.06M | $1.33M | $275,945.04 | 26.11% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,781 | $689,992.24 | $809,524.46 | $119,532.22 | 17.32% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,840 | $358,191.65 | $401,526.4 | $43,334.75 | 12.1% |
| KC Kasey Cook Maripau Wealth Management LLC | 3,421 | $253,083.98 | $283,703.53 | $30,619.55 | 12.1% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 146 | $9,793.68 | $12,020.18 | $2,226.5 | 22.73% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,210 | $75,873.66 | $100,593.35 | $24,719.69 | 32.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 149 | $10,993.22 | $12,387.11 | $1,393.89 | 12.68% |
Jonathan Davison Austin Asset Management Co. Inc. | 12,406 | $795,735.84 | $1.03M | $235,202.76 | 29.56% |
| JPM Justin P. Mason Keb Asset Management LLC | 4,778 | $331,947.76 | $392,990.5 | $61,042.74 | 18.39% |
| RL Robert Lucia Andrews, Lucia Wealth Management LLC | 2,912 | $215,392.16 | $242,089.12 | $26,696.96 | 12.39% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 3,965 | $293,308.3 | $329,630.27 | $36,321.97 | 12.38% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 44,121 | $3.18M | $3.63M | $445,107.03 | 13.98% |
Caitlin Garner SC&H Financial Advisors Inc. | 49,157 | $3.25M | $4.09M | $834,761.4 | 25.66% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,801 | $353,504.86 | $399,227.15 | $45,722.29 | 12.93% |
John Gorlow Cardiff Park Advisors LLC | 25,389 | $1.64M | $2.11M | $468,047.15 | 28.48% |
Jay Richards Investment Advisory Group LLC | 4,174 | $249,169.78 | $347,088.97 | $97,919.19 | 39.3% |
| EC Emilie Camilleri Bryant Woods Investment Advisors LLC | 168,830 | $10.84M | $14.04M | $3.2M | 29.54% |
| MC Morgan Christen Spinnaker Investment Group LLC | 32,845 | $2.12M | $2.72M | $596,492.3 | 28.11% |
Allison Tronnes Forum Financial Management LP | 3,079 | $227,168.62 | $255,125.94 | $27,957.32 | 12.31% |