| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Spencer Rand Five Oceans Advisors | 3,416 | $226,822.4 | $455,318.64 | $228,496.24 | 100.74% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 223 | $23,416.15 | $29,817.33 | $6,401.18 | 27.34% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 25,198 | $2.14M | $3.36M | $1.23M | 57.29% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 3,713 | $335,258.53 | $495,759.76 | $160,501.23 | 47.87% |
Brian Baylis Bell Investment Advisors Inc. | 19,524 | $1.58M | $2.61M | $1.04M | 65.7% |
| AB Andrew Blass Atlantic Private Wealth LLC | 43,089 | $3.29M | $5.75M | $2.46M | 74.76% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 5,879 | $451,812.66 | $784,758.31 | $332,945.65 | 73.69% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 5,885 | $667,647.39 | $786,883.35 | $119,235.96 | 17.86% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 499,729 | $45.06M | $66.82M | $21.76M | 48.28% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 5,538 | $655,920.72 | $740,485.98 | $84,565.26 | 12.89% |
Kaitlin Yardley Schaeffer Financial LLC | 2,209 | $267,148.5 | $295,365.39 | $28,216.89 | 10.56% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 12,580 | $1.38M | $1.65M | $274,748 | 19.91% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,732 | $229,039.7 | $227,844.6 | -$1,195.1 | -0.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 61 | $7,229.88 | $8,164.85 | $934.97 | 12.93% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 4,921 | $470,781.56 | $657,839.28 | $187,057.72 | 39.73% |
| DC Dominic Corabi Wedmont Private Capital | 18,566 | $1.87M | $2.47M | $602,364.24 | 32.2% |
| JB Joel Blattner Avaii Wealth Management LLC | 1,800 | $213,192 | $240,813 | $27,621 | 12.96% |
Kevin Siebert Atmos Advisory LLC | 23,083 | $2.07M | $3.09M | $1.02M | 49.45% |
Jennifer Scott Scott Capital Advisors LLC | 14,606 | $1.5M | $1.95M | $453,793.76 | 30.27% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 4,417 | $380,164.97 | $590,928.34 | $210,763.37 | 55.44% |