| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 46 | $1,215.32 | $1,347.57 | $132.25 | 10.88% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 434,842 | $11.51M | $12.73M | $1.23M | 10.66% |
Austin Private Wealth Austin Private Wealth LLC | 19,009 | $503,784.22 | $556,773.61 | $52,989.39 | 10.52% |
| YA Yinka Akinsola Blue Trust Inc. | 34,362 | $892,374.25 | $1.01M | $116,150.45 | 13.02% |
Jeff Ameen Spire Wealth Management | 171,325 | $4.43M | $5.02M | $595,876.3 | 13.45% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 7,841 | $208,413.78 | $230,564.6 | $22,150.82 | 10.63% |
Carrie Delgott Wescott Financial Advisory Group LLC | 908,162 | $22.21M | $26.65M | $4.44M | 20% |
| DM Dipen Mehta Invst LLC | 11,483 | $307,850.63 | $337,427.95 | $29,577.32 | 9.61% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.78M | $47.21M | $52.22M | $5.01M | 10.6% |
Bethany Wagner Level Financial Advisors | 618,117 | $16.2M | $18.13M | $1.93M | 11.93% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 346,201 | $9M | $10.15M | $1.16M | 12.88% |
| SR Spencer Rand Five Oceans Advisors | 17,091 | $448,543.64 | $501,279.03 | $52,735.39 | 11.76% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 41,222 | $1.07M | $1.21M | $143,096.45 | 13.4% |
Bobby Adusumilli SJS Investment Consulting Inc. | 329,549 | $8.43M | $9.67M | $1.24M | 14.73% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 6,320 | $172,055.58 | $185,492 | $13,436.42 | 7.81% |
Marc Dacanay Geometric Wealth Advisors | 444,723 | $11.41M | $13.06M | $1.65M | 14.45% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 263 | $6,990.54 | $7,703.27 | $712.73 | 10.2% |
| JPM Justin P. Mason Keb Asset Management LLC | 101,572 | $2.67M | $3.03M | $366,018.87 | 13.72% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 208,828 | $5.52M | $6.13M | $607,945.59 | 11.01% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 19,326 | $500,604.66 | $567,218.1 | $66,613.44 | 13.31% |