| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GS Gery Sadzewicz Forum Private Client Group LLC | 5,030 | $392,206.54 | $550,885.6 | $158,679.06 | 40.46% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,643 | $220,610.37 | $289,038.48 | $68,428.11 | 31.02% |
| MWM Marion Wealth Management Marion Wealth Management | 2,188 | $201,230.36 | $239,607.88 | $38,377.52 | 19.07% |
| WTM W. Travis McKinney HB Wealth Management LLC | 45,218 | $3.74M | $4.96M | $1.22M | 32.77% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,949 | $255,258.63 | $322,502.64 | $67,244.01 | 26.34% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 3,025 | $251,105.25 | $331,267.75 | $80,162.5 | 31.92% |
Allison Tronnes Forum Financial Management LP | 6,096 | $506,028.96 | $668,853.12 | $162,824.16 | 32.18% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 3,907 | $319,305.18 | $428,676.04 | $109,370.86 | 34.25% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,630 | $1.38M | $1.93M | $558,701.7 | 40.61% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,722 | $434,529.56 | $518,097.84 | $83,568.28 | 19.23% |
Marc H. Stone Tyler-Stone Wealth Management | 2,332 | $214,474.04 | $255,867.04 | $41,393 | 19.3% |
| MS Missy Straw Nilsine Partners LLC | 5,040 | $476,353.16 | $552,988.8 | $76,635.64 | 16.09% |
Dalila Toledo Ascent Group LLC | 127,752 | $11.74M | $14.02M | $2.28M | 19.42% |
| EM Erin Mccann Simplicity Wealth LLC | 14,458 | $1.2M | $1.59M | $386,049.78 | 32.16% |
Christopher Schurmann Summit Investment Advisory Services LLC | 8,022 | $739,208.57 | $880,173.84 | $140,965.27 | 19.07% |
Michael Byun SageView Advisory Group LLC | 55,758 | $5.13M | $6.12M | $992,036.71 | 19.35% |
| KB Kimberly Byrne Bill Few Associates Inc. | 14,013 | $1.14M | $1.54M | $395,725.23 | 34.66% |
| NR Nichole Raftopoulos Nvest Financial LLC | 21,936 | $1.81M | $2.41M | $592,818.63 | 32.68% |
Chad Soukup jvl associates LLC | 2,676 | $208,005.48 | $293,610.72 | $85,605.24 | 41.16% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 23,399 | $1.88M | $2.57M | $687,130.82 | 36.55% |