| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laura Robayo Silver Oak Wealth Advisors Services LLC | 286,353 | $9.76M | $11.87M | $2.11M | 21.65% |
Matthew Chester Tableaux LLC | 195,605 | $7.39M | $8.11M | $720,805.03 | 9.76% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 14,165 | $513,292.35 | $588,343.27 | $75,050.92 | 14.62% |
| BWL Balance Wealth LLC Balance Wealth LLC | 45,620 | $1.58M | $1.89M | $313,082.87 | 19.79% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 107,089 | $3.56M | $4.44M | $879,969.87 | 24.7% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 470,386 | $16.79M | $19.51M | $2.72M | 16.22% |
| ML Maseco LLP Maseco LLP | 4,127 | $150,234.07 | $171,146.69 | $20,912.62 | 13.92% |
Molly Wheeler Burk Holdings LLC | 389,197 | $13.47M | $16.15M | $2.68M | 19.87% |
Adam Scott Argyle Capital Partners LLC | 43,715 | $1.5M | $1.81M | $311,756.04 | 20.77% |
David W. Young III Clarion Wealth Managment Partners LLC | 5,653 | $207,818 | $234,429.91 | $26,611.91 | 12.81% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 333,490 | $12.68M | $13.83M | $1.15M | 9.08% |