| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 262 | $6,941.3 | $8,631.59 | $1,690.29 | 24.35% |
| RR rosemary richard WCG Wealth Advisors LLC | 1.33M | $37.4M | $43.93M | $6.53M | 17.46% |
| KC Kasey Cook Maripau Wealth Management LLC | 8,130 | $220,648.2 | $267,842.85 | $47,194.65 | 21.39% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 27,546 | $854,153.09 | $901,580.58 | $47,427.49 | 5.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,750 | $56,717.5 | $57,767.5 | $1,050 | 1.85% |
Bill McVay Red Tortoise LLC | 721 | $17,672.7 | $23,728.11 | $6,055.41 | 34.26% |
| WTM W. Travis McKinney HB Wealth Management LLC | 10,523 | $249,964.71 | $346,943.31 | $96,978.6 | 38.8% |
Michael Byun SageView Advisory Group LLC | 3,325 | $103,036 | $109,608.62 | $6,572.62 | 6.38% |
Amna Ali Khan GDS Wealth Management | 13,446 | $374,562.84 | $443,919.69 | $69,356.85 | 18.52% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 5,321 | $164,898 | $175,539.79 | $10,641.79 | 6.45% |
| MR Michael Radoff LGT Financial Advisors LLC | 505 | $14,857.08 | $16,690.25 | $1,833.17 | 12.34% |
Alexandra Stickelman Root Financial Partners, LLC | 428 | $12,592.06 | $14,171.08 | $1,579.02 | 12.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,303 | $389,421.33 | $409,443.84 | $20,022.51 | 5.14% |
Derek Ripp Austin Wealth Management, LLC | 16,573 | $426,211.92 | $548,483.43 | $122,271.51 | 28.69% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 18,392 | $561,518.67 | $608,867.16 | $47,348.49 | 8.43% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,130 | $223,664.44 | $269,021.7 | $45,357.26 | 20.28% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 30,032 | $899,583.34 | $994,960.16 | $95,376.82 | 10.6% |
Elizabeth Arce Sovran Advisors LLC | 7,573 | $218,935.26 | $252,824.6 | $33,889.34 | 15.48% |
| JS Jeffrey Socha Entrewealth LLC | 10,068 | $251,841.32 | $336,120.18 | $84,278.86 | 33.47% |
Headland Capital LLC Headland Capital LLC | 12,090 | $295,542.19 | $402,657.45 | $107,115.26 | 36.24% |