| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 11,346 | $482,099.23 | $551,699.25 | $69,600.02 | 14.44% |
Ana-Maria Ignat Covestor Ltd | 444 | $17,666.16 | $21,902.52 | $4,236.36 | 23.98% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 21,899 | $972,317.49 | $1.06M | $92,521.38 | 9.52% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,431 | $395,631.75 | $457,969.36 | $62,337.61 | 15.76% |
David Jarvis Corton Capital Inc. | 4,689 | $214,849.98 | $228,002.62 | $13,152.64 | 6.12% |
Bill McVay Red Tortoise LLC | 66 | $2,768.04 | $3,204.96 | $436.92 | 15.78% |
| SP Samantha Pierangeli City State Bank | 860 | $36,068.4 | $41,817.5 | $5,749.1 | 15.94% |
| WTM W. Travis McKinney HB Wealth Management LLC | 17,439 | $743,630.83 | $859,829.89 | $116,199.06 | 15.63% |
| MC mike Chen Byrne Asset Management LLC | 130 | $6,180.2 | $6,409.65 | $229.45 | 3.71% |
Jeremy Baltz Raleigh Capital Management Inc. | 51,029 | $2.23M | $2.52M | $287,590.61 | 12.91% |
| LWL Leo Wealth LLC Leo Wealth LLC | 24,620 | $1.1M | $1.21M | $112,864.93 | 10.25% |
| WJ William Jollie Quent Capital LLC | 1,223 | $55,814.21 | $60,269.44 | $4,455.23 | 7.98% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 7,417 | $305,462.77 | $365,695.18 | $60,232.41 | 19.72% |
Marc H. Stone Tyler-Stone Wealth Management | 32,427 | $1.34M | $1.6M | $258,094.65 | 19.25% |
Dalila Toledo Ascent Group LLC | 47,860 | $1.97M | $2.36M | $384,154.06 | 19.46% |
| EM Erin Mccann Simplicity Wealth LLC | 6,839 | $313,483.65 | $337,196.89 | $23,713.24 | 7.56% |
Michael Byun SageView Advisory Group LLC | 9,427 | $417,126.88 | $464,562.56 | $47,435.68 | 11.37% |
David K. Balsdon Harvest Portfolios Group Inc. | 247,690 | $10.69M | $12.15M | $1.46M | 13.7% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 53,173 | $2.2M | $2.62M | $421,255.53 | 19.16% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,183 | $232,042.91 | $255,573.73 | $23,530.82 | 10.14% |