| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Missy Straw Nilsine Partners LLC | 5,076 | $229,841 | $232,937.64 | $3,096.64 | 1.35% |
| DT Dalila Toledo Ascent Group LLC | 99,914 | $3.69M | $4.59M | $891,569.82 | 24.14% |
| EW Ed West Values First Advisors Inc. | 8,620 | $326,585.2 | $395,571.8 | $68,986.6 | 21.12% |
| MB Michael Byun SageView Advisory Group LLC | 39,093 | $1.52M | $1.79M | $278,146.7 | 18.35% |
| TK Taro Kuriyama Axq Capita LLP | 12,924 | $518,640 | $593,082.36 | $74,442.36 | 14.35% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 25,048 | $811,304.72 | $1.17M | $355,180.64 | 43.78% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 8,792 | $281,607.76 | $403,464.88 | $121,857.12 | 43.27% |
| JM Jason Matthews Kfg Wealth Management LLC | 6,719 | $204,187.65 | $308,334.91 | $104,147.26 | 51.01% |
| DKB David K. Balsdon Harvest Portfolios Group Inc. | 67,457 | $2.49M | $3.1M | $605,614.01 | 24.32% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,470 | $242,794.04 | $348,475.5 | $105,681.46 | 43.53% |
| MF Mark Fiskio Empirical Asset Management LLC | 14,924 | $622,345.48 | $696,801.56 | $74,456.08 | 11.96% |
| DR Daniel Ronan Catalyst Financial Partners LLC | 12,481 | $392,487.46 | $572,753.09 | $180,265.63 | 45.93% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 20,067 | $698,312.56 | $920,874.63 | $222,562.07 | 31.87% |
| EL Edward Lowndes Angeles Wealth Management LLC | 6,738 | $268,723.56 | $309,206.82 | $40,483.26 | 15.07% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 6,371 | $214,620.97 | $292,365.19 | $77,744.22 | 36.22% |
| ML Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 6,905 | $266,325.85 | $322,463.5 | $56,137.65 | 21.08% |
| LB Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 799 | $23,267.18 | $36,666.11 | $13,398.93 | 57.59% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 524 | $15,454.86 | $24,266.44 | $8,811.58 | 57.01% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,347 | $987,658.64 | $1.07M | $85,602.95 | 8.67% |
| CH CJ Harrison DecisionPoint Financial LLC | 14 | $601 | $642.46 | $41.46 | 6.9% |