| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 2,160 | $267,019.2 | $317,044.8 | $50,025.6 | 18.73% |
| RT Robert Tutela Essex LLC | 8,343 | $859,662.72 | $1.23M | $368,218.3 | 42.83% |
Kalon Hoard Holland Advisory Services Inc. | 1,627 | $180,601.97 | $242,252.16 | $61,650.19 | 34.14% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,870 | $377,663.3 | $422,550.1 | $44,886.8 | 11.89% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 27,193 | $2.8M | $3.99M | $1.19M | 42.66% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 3,888 | $237,066.74 | $572,216.4 | $335,149.66 | 141.37% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 2,015 | $207,625.6 | $296,930.4 | $89,304.8 | 43.01% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 32,162 | $3.84M | $4.77M | $928,549.87 | 24.2% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,322 | $430,618.06 | $488,998.4 | $58,380.34 | 13.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,299 | $155,529.27 | $191,212.8 | $35,683.53 | 22.94% |
| WRC William Reid Culp III TAGStone Capital Inc. | 8,384 | $930,966.17 | $1.23M | $303,410.15 | 32.59% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 1,659 | $189,985.77 | $247,016.8 | $57,031.03 | 30.02% |
Lynn A. Jackson Dopkins Wealth Management LLC | 1,732 | $204,878.28 | $256,249.4 | $51,371.12 | 25.07% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,061 | $261,843.3 | $303,441.03 | $41,597.73 | 15.89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,469 | $1.17M | $1.39M | $223,668.02 | 19.11% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 5,174 | $590,270.56 | $761,612.8 | $171,342.24 | 29.03% |
| RS Radon Stancil POM Investment Strategies LLC | 732 | $96,323.48 | $107,750.4 | $11,426.92 | 11.86% |
| TJ Taylor Jobe MKT Advisors LLC | 2,507 | $277,474.76 | $369,030.4 | $91,555.64 | 33% |
| RM Robert Macaulay Jmac Enterprises LLC | 22,352 | $2.53M | $3.29M | $756,578.34 | 29.86% |
Katherine Andersen Western Pacific Wealth Management LP | 668 | $73,889.85 | $98,329.6 | $24,439.75 | 33.08% |