| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 420,121 | $31.64M | $43.46M | $11.82M | 37.35% |
| CB Charles Brewster Brewster Financial Planning LLC | 11,260 | $846,358.86 | $1.15M | $305,482.84 | 36.09% |
Kevin Batstone BayBridge Capital Group LLC | 2,359 | $192,706.21 | $241,313.9 | $48,607.69 | 25.22% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,245 | $209,569.37 | $229,888 | $20,318.63 | 9.7% |
| PJR Paige Johnson Roth Pine Haven Investment Counsel Inc. | 40,132 | $3.25M | $4.15M | $905,883.01 | 27.91% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 117 | $11,187.54 | $12,130.57 | $943.03 | 8.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,808 | $138,585.87 | $187,399.2 | $48,813.33 | 35.22% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 22,456 | $1.65M | $2.33M | $673,821.98 | 40.75% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 67 | $4,404.58 | $6,933.16 | $2,528.58 | 57.41% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,260 | $267,702.45 | $337,344.8 | $69,642.35 | 26.01% |
Matt Shibata Morling Financial Advisors LLC | 4,848 | $370,658.51 | $502,641.12 | $131,982.61 | 35.61% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,024 | $383,573.78 | $416,403.52 | $32,829.74 | 8.56% |
Andrew Miller OLIO Financial Planning | 21,848 | $1.65M | $2.24M | $585,924.1 | 35.48% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 3,262 | $220,943.33 | $337,551.76 | $116,608.43 | 52.78% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 650 | $49,101 | $67,262 | $18,161 | 36.99% |
M. Katherine Pieper Unionview LLC | 4,265 | $271,291.58 | $441,342.2 | $170,050.62 | 62.68% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 3,788 | $299,229.72 | $391,849.66 | $92,619.94 | 30.95% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 327 | $29,174.94 | $33,893.55 | $4,718.61 | 16.17% |
Jennifer Carlson Gould Capital LLC | 1,887 | $149,840.28 | $195,587.55 | $45,747.27 | 30.53% |
Joshua Moeller Hill Island Financial LLC | 11,240 | $930,834.56 | $1.17M | $234,191.44 | 25.16% |