| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Timothy Carne SFG Wealth Management LLC | 4,743 | $423,085.32 | $440,672.13 | $17,586.81 | 4.16% |
Clint Dunn Beaird Harris Wealth Management LLC | 466 | $40,108.62 | $43,296.06 | $3,187.44 | 7.95% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 357,252 | $24.92M | $33.19M | $8.27M | 33.2% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,729 | $651,295.16 | $811,273.26 | $159,978.1 | 24.56% |
| SP Samantha Pierangeli City State Bank | 150 | $13,920 | $13,941 | $21 | 0.15% |
| WTM W. Travis McKinney HB Wealth Management LLC | 9,795 | $895,943.28 | $908,290.35 | $12,347.07 | 1.38% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 22,350 | $1.92M | $2.07M | $155,974.65 | 8.14% |
Marc H. Stone Tyler-Stone Wealth Management | 50,832 | $3.95M | $4.72M | $766,155.56 | 19.38% |
Dalila Toledo Ascent Group LLC | 42,424 | $3.41M | $3.94M | $529,003.8 | 15.51% |
| YH Yanjuan Huang Vienna Asset Management LLC | 15,274 | $1.4M | $1.42M | $18,698.18 | 1.34% |
| KB Kimberly Byrne Bill Few Associates Inc. | 26,233 | $2.26M | $2.43M | $176,087.53 | 7.8% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 9,605 | $776,447.98 | $891,728.2 | $115,280.22 | 14.85% |
Mark Fiskio Empirical Asset Management LLC | 2,620 | $225,463.1 | $243,240.8 | $17,777.7 | 7.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,849 | $983,897.46 | $1.19M | $206,690.88 | 21.01% |
Kevin Zemann WealthPlan Investment Management LLC | 243,522 | $21.81M | $22.56M | $753,412.08 | 3.45% |
| VC Vito Collacuro Sutton Place Investors LLC | 11,307 | $734,264.25 | $1.05M | $313,442.37 | 42.69% |
| RD Rodrigo Diaz Plan Group Financial LLC | 3,908 | $362,509.15 | $362,115.28 | -$393.87 | -0.11% |
Mark Mowrey Signature Resources Capital Management LLC | 46 | $4,535 | $4,262.36 | -$272.64 | -6.01% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 21,078 | $1.81M | $1.95M | $144,218.96 | 7.97% |
Lukas Lindgren Abound Wealth Management | 48 | $4,057.06 | $4,447.68 | $390.62 | 9.63% |