| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 78,054 | $2.1M | $3.04M | $943,133.78 | 44.95% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 180 | $5,954.4 | $7,011 | $1,056.6 | 17.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,019 | $919,723.13 | $1.05M | $127,128.02 | 13.82% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 7,856 | $271,424.8 | $305,991.2 | $34,566.4 | 12.74% |
| KK Kent Keister Kaye Capital Management | 171,995 | $5.04M | $6.69M | $1.66M | 32.85% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 6,204 | $205,228.33 | $240,218.88 | $34,990.55 | 17.05% |
Austin Private Wealth Austin Private Wealth LLC | 40,673 | $1.13M | $1.57M | $447,251.29 | 39.66% |
| YA Yinka Akinsola Blue Trust Inc. | 10,161 | $253,548.37 | $392,773.45 | $139,225.08 | 54.91% |
Jeff Ameen Spire Wealth Management | 333 | $11,505.15 | $13,036.95 | $1,531.8 | 13.31% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 30,011 | $928,071.11 | $1.17M | $241,007.39 | 25.97% |
Chris Williams Applied Capital LLC | 51,287 | $1.16M | $1.98M | $820,973.73 | 70.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7.7M | $212.52M | $298.59M | $86.07M | 40.5% |
Bethany Wagner Level Financial Advisors | 404,242 | $11.66M | $15.83M | $4.17M | 35.74% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 253,398 | $7.68M | $9.92M | $2.24M | 29.17% |
| SR Spencer Rand Five Oceans Advisors | 100,442 | $2.45M | $3.93M | $1.48M | 60.51% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 569,197 | $14.78M | $22.06M | $7.29M | 49.33% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 111,890 | $3.35M | $4.38M | $1.03M | 30.85% |
Kurt Van Dyken Lifeworks Advisors LLC | 10,547 | $247,625.97 | $409,012.66 | $161,386.69 | 65.17% |
| EW Enzi Wealth Enzi Wealth | 48,580 | $1.28M | $1.9M | $619,605.06 | 48.32% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 5,401 | $121,306.46 | $203,995.77 | $82,689.31 | 68.17% |