| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 63,109 | $6M | $6.52M | $521,911.43 | 8.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,478 | $1.17M | $1.6M | $429,575.53 | 36.84% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 52,188 | $4.03M | $5.41M | $1.38M | 34.15% |
| JJ James Jones Sterling Investment Advisors LLC /ADV | 2,737 | $211,127.75 | $282,543.79 | $71,416.04 | 33.83% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 10,555 | $735,215.12 | $1.09M | $352,372.08 | 47.93% |
Austin Private Wealth Austin Private Wealth LLC | 3,876 | $345,937.04 | $399,383.04 | $53,446 | 15.45% |
| YA Yinka Akinsola Blue Trust Inc. | 79 | $7,512.11 | $8,131.47 | $619.36 | 8.24% |
Jeff Ameen Spire Wealth Management | 967 | $91,952.03 | $99,678.36 | $7,726.33 | 8.4% |
Kyle P. Smith NewEdge Wealth LLC | 2,815 | $235,817.12 | $289,747.95 | $53,930.83 | 22.87% |
Carrie Delgott Wescott Financial Advisory Group LLC | 14,056 | $1.11M | $1.45M | $332,290.92 | 29.82% |
Ben Rothwell Keystone Financial Services | 2,620 | $249,135.8 | $269,676.6 | $20,540.8 | 8.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,610 | $1.32M | $1.51M | $191,602.31 | 14.56% |
Bethany Wagner Level Financial Advisors | 7,651 | $568,333.28 | $788,665.08 | $220,331.8 | 38.77% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 10,658 | $956,972.17 | $1.1M | $141,654.47 | 14.8% |
| HT Hannah Tackett Penobscot Wealth Management | 12,033 | $1.03M | $1.25M | $212,841.27 | 20.57% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 3,512 | $333,956.08 | $362,403.28 | $28,447.2 | 8.52% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 2,765 | $180,044.97 | $285,320.35 | $105,275.38 | 58.47% |
Jodi Greenlund Financial Council LLC | 2,334 | $191,403.05 | $240,845.46 | $49,442.41 | 25.83% |
Brian Baylis Bell Investment Advisors Inc. | 8,714 | $613,497.16 | $901,419.73 | $287,922.57 | 46.93% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,333 | $221,859.28 | $240,485.64 | $18,626.36 | 8.4% |