| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 7,677 | $1.39M | $1.91M | $523,013.08 | 37.73% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 13 | $1,770.21 | $3,262.87 | $1,492.66 | 84.32% |
Courtney Lawson Autumn Glory Partners LLC | 2,437 | $332,708.85 | $589,169.12 | $256,460.27 | 77.08% |
| WJ William Jollie Quent Capital LLC | 389 | $94,387 | $96,744.3 | $2,357.3 | 2.5% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 1,280 | $190,553.6 | $318,310.39 | $127,756.79 | 67.05% |
| MS Missy Straw Nilsine Partners LLC | 9,328 | $2.03M | $2.32M | $290,749.19 | 14.33% |
Michael Byun SageView Advisory Group LLC | 171 | $34,749 | $42,527.7 | $7,778.7 | 22.39% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,150 | $202,434.5 | $278,024 | $75,589.5 | 37.34% |
| TK Taro Kuriyama Axq Capita LLP | 948 | $192,301.82 | $236,142.06 | $43,840.24 | 22.8% |
Katie Christensen iSAM Funds UKK) Ltd | 980 | $198,792.97 | $244,113.1 | $45,320.13 | 22.8% |
Mark Fiskio Empirical Asset Management LLC | 4,175 | $1.01M | $1.04M | $31,253.08 | 3.1% |
| TG Timothy Gerlach Novem Group | 1,350 | $299,594.44 | $335,745 | $36,150.56 | 12.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,390 | $337,162.78 | $592,003 | $254,840.22 | 75.58% |
Jeffrey Gilbert Balboa Wealth Partners | 900 | $208,809 | $224,136 | $15,327 | 7.34% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 17,999 | $3.76M | $4.48M | $725,719.68 | 19.32% |
John DeMarco Trajan Wealth LLC | 81,146 | $12.98M | $20.21M | $7.23M | 55.71% |
CJ Harrison DecisionPoint Financial LLC | 3 | $641.14 | $744.15 | $103.01 | 16.07% |
| JG John Ginter Callan Family Office LLC | 2,224 | $460,701.04 | $551,129.44 | $90,428.4 | 19.63% |
Linda M. Dagilus Greenfield Savings Bank | 3,476 | $341,517 | $862,221.8 | $520,704.8 | 152.47% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,824 | $376,047.71 | $440,970.24 | $64,922.53 | 17.26% |