| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynn A. Jackson Dopkins Wealth Management LLC | 18,702 | $462,972.82 | $658,497.42 | $195,524.6 | 42.23% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 335 | $8,227.6 | $11,967.87 | $3,740.27 | 45.46% |
| DR Dori Riddle DBK Financial Counsel LLC | 31,625 | $883,940.31 | $1.13M | $246,969.69 | 27.94% |
Candace Cavalier Congress Wealth Management LLC / DE / | 43,464 | $1.12M | $1.55M | $429,641.64 | 38.25% |
| EM Eric Malden Shearwater Capital LLC | 12,239 | $428,732.16 | $437,666.64 | $8,934.48 | 2.08% |
| RL Robert Lucia Andrews, Lucia Wealth Management LLC | 21,797 | $482,921.9 | $779,460.72 | $296,538.82 | 61.41% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 621,981 | $20.43M | $21.9M | $1.47M | 7.19% |
Amir Ali Monsefi Aire Advisors LLC | 457,264 | $10.73M | $16.33M | $5.6M | 52.15% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,260 | $31,708.3 | $44,982 | $13,273.7 | 41.86% |
Caroline Jankowski Operose Advisors LLC | 58 | $1,952.86 | $2,070.6 | $117.74 | 6.03% |
Brian Ramsay Wealthspan Partners LLC | 21,169 | $564,551.01 | $755,733.3 | $191,182.29 | 33.86% |
| WF Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 6,070 | $212,632.09 | $213,724.7 | $1,092.61 | 0.51% |
John Gorlow Cardiff Park Advisors LLC | 20,271 | $497,971.82 | $723,674.7 | $225,702.88 | 45.32% |
Andrew Burkey Joseph Group Capital Management | 18,967 | $566,668.93 | $677,121.9 | $110,452.97 | 19.49% |
Christopher Pelch Vance Wealth LLC | 82,494 | $2.36M | $2.95M | $581,558.58 | 24.61% |
Brett Lee Planning Center Inc. | 411,631 | $9.29M | $14.7M | $5.4M | 58.11% |
Allison Tronnes Forum Financial Management LP | 43,878 | $1.08M | $1.56M | $479,586.54 | 44.5% |
| WJ William Jollie Quent Capital LLC | 308,787 | $9.28M | $10.97M | $1.69M | 18.22% |
Brian Levy West Wealth Group LLC | 19,777 | $665,891.59 | $701,984.61 | $36,093.02 | 5.42% |
| RC Ryan Cahill Cahill Wealth Management LLC | 22,570 | $489,328.1 | $801,460.7 | $312,132.6 | 63.79% |