| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Oliver Capital Performance Advisors LLP | 573 | $201,123 | $245,748.24 | $44,625.24 | 22.19% |
| SS Seth Scher Matrix Private Capital Group LLC | 7,990 | $2.96M | $3.43M | $465,018 | 15.7% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 120 | $37,040.4 | $51,498 | $14,457.6 | 39.03% |
| WL William Liberti Wealth Effects LLC | 1,569 | $346,246.92 | $673,336.35 | $327,089.43 | 94.47% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 148 | $45,683.16 | $62,648.4 | $16,965.24 | 37.14% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 167 | $63,282.98 | $71,658.03 | $8,375.05 | 13.23% |
| RAJ Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 633 | $175,657.5 | $271,651.95 | $95,994.45 | 54.65% |
Jeffrey Kearns Kearns & Associates LLC | 549 | $208,038.06 | $235,603.35 | $27,565.29 | 13.25% |
Jennifer Carlson Gould Capital LLC | 238 | $72,991.62 | $102,123.42 | $29,131.8 | 39.91% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 1,806 | $684,365.64 | $775,279.68 | $90,914.04 | 13.28% |
Caroline Jankowski Operose Advisors LLC | 335 | $126,245.48 | $143,808.8 | $17,563.32 | 13.91% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1,089 | $298,234.4 | $467,344.35 | $169,109.95 | 56.7% |
John Gorlow Cardiff Park Advisors LLC | 55 | $12,337.83 | $23,610.4 | $11,272.57 | 91.37% |
| WTM W. Travis McKinney HB Wealth Management LLC | 80,307 | $17.48M | $34.35M | $16.87M | 96.53% |
| TB Tim Burch UNC Management Company Inc. | 527,834 | $160.27M | $226.2M | $65.93M | 41.13% |
| SC Sue Cox BetterWealth LLC | 551 | $208,795.94 | $236,128.29 | $27,332.35 | 13.09% |
Allison Tronnes Forum Financial Management LP | 1,860 | $537,461.43 | $795,475.5 | $258,014.07 | 48.01% |
Dalila Toledo Ascent Group LLC | 2,022 | $642,568.32 | $865,456.44 | $222,888.12 | 34.69% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 2,210 | $738,692.5 | $945,161.75 | $206,469.25 | 27.95% |
Michael Byun SageView Advisory Group LLC | 391 | $151,108 | $167,355.82 | $16,247.82 | 10.75% |