| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynn A. Jackson Dopkins Wealth Management LLC | 11,026 | $294,751.92 | $329,291.49 | $34,539.57 | 11.72% |
| DC Dominic Corabi Wedmont Private Capital | 10,759 | $284,502.7 | $320,403.02 | $35,900.32 | 12.62% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 177 | $4,520.58 | $5,190.52 | $669.94 | 14.82% |
| SDR Stanley D. Royer Claris Advisors LLC / Mo / | 119,174 | $3.14M | $3.5M | $356,029.21 | 11.33% |
Barry Oliver Capital Performance Advisors LLP | 8,880 | $230,677.62 | $260,406 | $29,728.38 | 12.89% |
| EM Eric Malden Shearwater Capital LLC | 27,845 | $736,523.37 | $817,250.75 | $80,727.38 | 10.96% |
Caitlin Garner SC&H Financial Advisors Inc. | 67,371 | $1.74M | $1.97M | $229,518.89 | 13.16% |
| DL David Lutz LifeGuide Financial Advisors LLC | 2.59M | $68.46M | $75.97M | $7.51M | 10.97% |
| CC Cortney Cost Kraft Asset Management LLC | 12,489 | $324,252.42 | $365,802.81 | $41,550.39 | 12.81% |
Caroline Jankowski Operose Advisors LLC | 587 | $15,639.69 | $17,228.45 | $1,588.76 | 10.16% |
| JL James Langer Redmont Wealth Advisors LLC | 128 | $3,361.28 | $3,756.8 | $395.52 | 11.77% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 211,347 | $5.59M | $6.2M | $613,054.19 | 10.97% |
Brett Lee Planning Center Inc. | 547,107 | $13.48M | $16.06M | $2.58M | 19.16% |
Allison Tronnes Forum Financial Management LP | 17.52M | $436.4M | $517.68M | $81.28M | 18.63% |
| EM Erin Mccann Simplicity Wealth LLC | 11,716 | $307,935.44 | $346,149.22 | $38,213.78 | 12.41% |
| PO Patrick O'Connell Security Financial Services Inc. | 10,299 | $271,299.51 | $302,069.67 | $30,770.16 | 11.34% |
Jason Matthews Kfg Wealth Management LLC | 12,594 | $335,770.86 | $372,089.73 | $36,318.87 | 10.82% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 13,316 | $378,612.29 | $393,754.12 | $15,141.83 | 4% |
Allison Brooke Blake WorthPointe LLC | 42,403 | $1.12M | $1.25M | $134,258.92 | 11.99% |
| SW Scott Williams Investmark Advisory Group LLC | 12,219 | $316,042.67 | $362,293.35 | $46,250.68 | 14.63% |