| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 9,453 | $498,740.28 | $512,683.45 | $13,943.17 | 2.8% |
Sara S. Alexander Sonora Investment Management Group LLC | 5,999 | $221,080 | $323,886.01 | $102,806.01 | 46.5% |
Nabeed Zaman Eagle Strategies LLC | 31,418 | $1.18M | $1.69M | $515,427.17 | 43.75% |
Jason Whitby Stone Summit Wealth LLC | 16,224 | $513,404.82 | $879,421.92 | $366,017.1 | 71.29% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 323 | $12,070.51 | $17,498.52 | $5,428.01 | 44.97% |
David Mailloux WealthCare Investment Partners LLC | 160,155 | $5.65M | $8.69M | $3.04M | 53.81% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 4,127 | $201,934.11 | $221,454.82 | $19,520.71 | 9.67% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,994 | $165,850.74 | $269,201.57 | $103,350.83 | 62.32% |
Caroline Jankowski Operose Advisors LLC | 1,339 | $48,391.46 | $72,051.59 | $23,660.13 | 48.89% |
Brian Ramsay Wealthspan Partners LLC | 108,833 | $3.9M | $5.91M | $2.01M | 51.39% |
Billy DeFrance Lauterbach Financial Advisors LLC | 7,449 | $239,180.51 | $399,750.58 | $160,570.07 | 67.13% |
John Gorlow Cardiff Park Advisors LLC | 1,200 | $38,391.74 | $64,746 | $26,354.26 | 68.65% |
Eric Lai Archvest Wealth Advisors Inc. | 27,789 | $1.31M | $1.49M | $184,125.5 | 14.08% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,060 | $266,965.6 | $272,329.2 | $5,363.6 | 2.01% |
Bill McVay Red Tortoise LLC | 456,225 | $15.45M | $24.59M | $9.14M | 59.15% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 14,298 | $482,271.54 | $766,657.33 | $284,385.79 | 58.97% |
| EI Excelsior Investors Intelligent Financial Strategies | 451 | $18,049.02 | $24,308.9 | $6,259.88 | 34.68% |
Suzanne Hammer 5th Street Advisors LLC | 3,960 | $208,929.6 | $212,157 | $3,227.4 | 1.54% |
Morgan Christen Spinnaker Investment Group LLC | 4,103 | $216,474.28 | $221,705.6 | $5,231.32 | 2.42% |
W. Travis McKinney HB Wealth Management LLC | 104,410 | $5.41M | $5.61M | $197,536.43 | 3.65% |