| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 1,037 | $83,336.56 | $97,799.47 | $14,462.91 | 17.35% |
John Gorlow Cardiff Park Advisors LLC | 4,462 | $337,392.88 | $421,034.32 | $83,641.44 | 24.79% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 26,273 | $2.4M | $2.47M | $68,720.01 | 2.86% |
Kelly Kaczmarczyk Dravo Bay LLC | 3,567 | $303,985.6 | $334,513.26 | $30,527.66 | 10.04% |
Gery Sadzewicz Forum Private Client Group LLC | 2,387 | $168,302.78 | $224,198.97 | $55,896.19 | 33.21% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 5,087 | $427,613.22 | $477,669.3 | $50,056.08 | 11.71% |
W. Travis McKinney HB Wealth Management LLC | 18,458 | $1.36M | $1.73M | $373,932.08 | 27.49% |
Dalila Toledo Ascent Group LLC | 124,996 | $10.51M | $11.8M | $1.3M | 12.34% |
Michael Byun SageView Advisory Group LLC | 19,880 | $1.53M | $1.88M | $347,784.65 | 22.77% |
Kristofer Gray Integrity Financial Corp. /WA | 142 | $10,912.28 | $13,410.48 | $2,498.2 | 22.89% |
David T. Morgan High Net Worth Advisory Group LLC | 3,361 | $257,181.31 | $317,631.3 | $60,449.99 | 23.5% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,744 | $555,667.75 | $730,491.52 | $174,823.77 | 31.46% |
Mark Fiskio Empirical Asset Management LLC | 9,280 | $644,253.26 | $875,104 | $230,850.74 | 35.83% |
Christopher Warner WARNER FINANCIAL Inc. | 2,676 | $208,513.92 | $253,684.8 | $45,170.88 | 21.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,737 | $556,990.34 | $726,968.52 | $169,978.18 | 30.52% |
Benjamin Cauley Carr Financial Group Corp. | 15,142 | $1.28M | $1.44M | $151,242.86 | 11.78% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,568 | $1.56M | $1.74M | $178,894.65 | 11.44% |
Amna Ali Khan GDS Wealth Management | 3,506 | $269,155.62 | $331,842.9 | $62,687.28 | 23.29% |
Junaid Subhan Sagard Holdings Management Inc. | 1,050 | $88,263 | $98,563.5 | $10,300.5 | 11.67% |
Rachel Faulk Cape Investment Advisory Inc. | 42 | $3,700.6 | $3,942.96 | $242.36 | 6.55% |