| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 3,837 | $634,219.87 | $1.17M | $536,621.46 | 84.61% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 24,443 | $2.01M | $7.42M | $5.4M | 268.54% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 1,594 | $321,191 | $485,867.14 | $164,676.14 | 51.27% |
Kristen Williams Athena Investment Management | 3,460 | $304,788.1 | $1.06M | $751,013.57 | 246.41% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 83 | $12,153.53 | $25,299.23 | $13,145.7 | 108.16% |
| JP Jaimie Palmer Beacon Capital Management LLC | 3,570 | $312,617.34 | $1.09M | $775,554.36 | 248.08% |
| MC Molly Crider Walker Asset Management LLC | 810 | $207,092.7 | $239,784.3 | $32,691.6 | 15.79% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,665 | $270,778.95 | $507,508.65 | $236,729.7 | 87.43% |
| MT Michael Topley Lansing Street Advisors | 1,365 | $333,305.7 | $416,065.65 | $82,759.95 | 24.83% |
Mark Fiskio Empirical Asset Management LLC | 1,489 | $363,584.02 | $453,862.09 | $90,278.07 | 24.83% |
Daniel Ronan Catalyst Financial Partners LLC | 4,333 | $704,710.03 | $1.33M | $626,214.25 | 88.86% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,925 | $982,264.23 | $2.12M | $1.14M | 116.03% |
| ED Eric Dahm Range Financial Group LLC | 1,988 | $508,271.96 | $603,159.18 | $94,887.22 | 18.67% |
Jeffrey Gilbert Balboa Wealth Partners | 1,668 | $325,708.4 | $512,342.88 | $186,634.48 | 57.3% |
| SM Sean Murray Quantum Financial Advisors LLC | 1,185 | $192,809.59 | $363,984.6 | $171,175.01 | 88.78% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,908 | $326,499.25 | $586,061.28 | $259,562.03 | 79.5% |
Kevin Zemann WealthPlan Investment Management LLC | 1,347 | $226,513.05 | $413,744.52 | $187,231.47 | 82.66% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,572 | $262,291.05 | $482,855.52 | $220,564.47 | 84.09% |
| TL Tradewinds LLC Tradewinds LLC | 4,545 | $876,054.9 | $1.4M | $519,987.3 | 59.36% |
Joseph Wallace Wallace Advisory Group LLC | 950 | $231,971 | $291,802 | $59,831 | 25.79% |