| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 16,501 | $1.43M | $1.53M | $98,558.37 | 6.9% |
Joel A. Schreiber SFI Advisors LLC | 36,568 | $2.01M | $3.45M | $1.43M | 71.37% |
| MC mike Chen Byrne Asset Management LLC | 190 | $11,578.6 | $17,579.75 | $6,001.15 | 51.83% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 10,302 | $885,208.49 | $967,769.88 | $82,561.39 | 9.33% |
| WJ William Jollie Quent Capital LLC | 200 | $16,010 | $18,496 | $2,486 | 15.53% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 30,793 | $2.96M | $2.9M | -$59,242.68 | -2% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 3,008 | $268,666.5 | $283,383.68 | $14,717.18 | 5.48% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 8,580 | $739,338.6 | $793,864.5 | $54,525.9 | 7.37% |
Michael Byun SageView Advisory Group LLC | 50 | $5,285 | $4,624 | -$661 | -12.51% |
Daniel Bennett APS Management Group Inc. | 2,682 | $293,147.28 | $252,698.04 | -$40,449.24 | -13.8% |
| TM Thomas Mason Mason & Associates Inc. | 2,951 | $236,227.55 | $273,041.27 | $36,813.72 | 15.58% |
Christopher M. Marks Sterling Investment Counsel LLC | 8,824 | $594,300.63 | $816,043.52 | $221,742.89 | 37.31% |
| MT Michael Topley Lansing Street Advisors | 5,780 | $462,689 | $534,534.4 | $71,845.4 | 15.53% |
Mark Fiskio Empirical Asset Management LLC | 16,206 | $1.38M | $1.5M | $114,518.39 | 8.27% |
| TL Timothy Low Forte Asset Management LLC | 25,157 | $2.01M | $2.33M | $312,701.51 | 15.53% |
Christopher Warner WARNER FINANCIAL Inc. | 4,248 | $366,050.16 | $392,855.04 | $26,804.88 | 7.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,492 | $1.59M | $1.73M | $142,813.2 | 9.01% |
Jeffrey Gilbert Balboa Wealth Partners | 4,468 | $357,663.4 | $415,970.8 | $58,307.4 | 16.3% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 13,816 | $1.26M | $1.29M | $27,774.89 | 2.21% |
| TD Tom Deck Bricktown Capital LLC | 63,000 | $5.04M | $5.9M | $855,540 | 16.96% |