| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DTM David T. Morgan High Net Worth Advisory Group LLC | 3,786 | $278,481 | $504,673.8 | $226,192.8 | 81.22% |
Kristen Williams Athena Investment Management | 1,749 | $214,672.26 | $232,791.9 | $18,119.64 | 8.44% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 225 | $25,211.25 | $29,992.5 | $4,781.25 | 18.96% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,965 | $242,581.02 | $261,934.5 | $19,353.48 | 7.98% |
| MC Molly Crider Walker Asset Management LLC | 4,666 | $331,063.76 | $615,958.66 | $284,894.9 | 86.05% |
Christopher M. Marks Sterling Investment Counsel LLC | 8,808 | $1.04M | $1.17M | $132,957.6 | 12.77% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 207,554 | $25.48M | $27.68M | $2.21M | 8.66% |
Mark Fiskio Empirical Asset Management LLC | 11,184 | $1.07M | $1.49M | $417,389.48 | 38.88% |
| TG Timothy Gerlach Novem Group | 2,424 | $277,987.93 | $323,119.2 | $45,131.27 | 16.23% |
Daniel Ronan Catalyst Financial Partners LLC | 5,475 | $511,698.84 | $728,394 | $216,695.16 | 42.35% |
Amanda Hawley Atria Wealth Solutions Inc. | 28,670 | $1.78M | $3.82M | $2.04M | 115.02% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,357 | $198,446.82 | $313,575.28 | $115,128.46 | 58.01% |
Matthew Heller Willner & Heller LLC | 5,130 | $376,342.07 | $682,495.2 | $306,153.13 | 81.35% |
| ED Eric Dahm Range Financial Group LLC | 2,243 | $268,806.3 | $291,679.7 | $22,873.4 | 8.51% |
Craig Johnsen Fortitude Advisory Group LLC | 1,654 | $183,981.42 | $220,048.16 | $36,066.74 | 19.6% |
Jeffrey Gilbert Balboa Wealth Partners | 3,057 | $376,529.95 | $406,703.28 | $30,173.33 | 8.01% |
| SM Sean Murray Quantum Financial Advisors LLC | 3,371 | $312,001.53 | $448,477.84 | $136,476.31 | 43.74% |
| EL Edward Lowndes Angeles Wealth Management LLC | 5,936 | $674,237.35 | $789,725.44 | $115,488.09 | 17.13% |
| JMP James M. Perkins Quantum Private Wealth LLC | 2,034 | $227,909.7 | $268,396.47 | $40,486.77 | 17.76% |
Kevin Zemann WealthPlan Investment Management LLC | 19,692 | $2.48M | $2.62M | $138,172.76 | 5.57% |