| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
April Lamb Sovereign Investment Advisors LLC | 11,667 | $1.02M | $2.03M | $1.01M | 98.65% |
M. Katherine Pieper Unionview LLC | 1,581 | $206,743.75 | $274,999.14 | $68,255.39 | 33.01% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 4,622 | $641,533.6 | $804,620.87 | $163,087.27 | 25.42% |
| RK Russell Kartub Insight Inv LLC | 692 | $94,207.69 | $120,466.82 | $26,259.13 | 27.87% |
Caroline Jankowski Operose Advisors LLC | 4,707 | $621,706.49 | $819,018 | $197,311.51 | 31.74% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 20,201 | $2.75M | $3.52M | $768,064.62 | 27.95% |
John Gorlow Cardiff Park Advisors LLC | 540 | $74,952 | $93,960 | $19,008 | 25.36% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,569 | $208,739.76 | $272,174.43 | $63,434.67 | 30.39% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,806 | $391,408.94 | $486,756.82 | $95,347.88 | 24.36% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 21,379 | $2.91M | $3.71M | $801,148.9 | 27.55% |
| MH Michael Hackman HFG Advisors Inc. | 1,405 | $203,317.55 | $243,725.35 | $40,407.8 | 19.87% |
| WTM W. Travis McKinney HB Wealth Management LLC | 30,254 | $4.03M | $5.27M | $1.24M | 30.73% |
Daniel Forbes Forbes Financial Planning Inc. | 4,080 | $566,304 | $707,757.6 | $141,453.6 | 24.98% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 301 | $42,895.79 | $52,447.74 | $9,551.95 | 22.27% |
Dalila Toledo Ascent Group LLC | 1,457 | $181,396.5 | $254,304.78 | $72,908.28 | 40.19% |
| PO Patrick O'Connell Security Financial Services Inc. | 1,440 | $203,760 | $249,508.8 | $45,748.8 | 22.45% |
Michael Byun SageView Advisory Group LLC | 1,085 | $153,149 | $189,375.9 | $36,226.9 | 23.65% |
Chad Soukup jvl associates LLC | 3,605 | $521,798.6 | $628,153.22 | $106,354.62 | 20.38% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,799 | $501,083.99 | $663,077.46 | $161,993.47 | 32.33% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,211 | $312,845.96 | $385,907.94 | $73,061.98 | 23.35% |