| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OS Owen Schrum Schrum Private Wealth Management LLC | 1,672 | $235,722.77 | $371,301.04 | $135,578.27 | 57.52% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 17,409 | $1.96M | $3.96M | $2M | 102.16% |
| TK Taro Kuriyama Axq Capita LLP | 6,677 | $1.19M | $1.46M | $275,226.14 | 23.22% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 67,832 | $7.05M | $15.06M | $8.01M | 113.69% |
Kristofer Gray Integrity Financial Corp. /WA | 2,525 | $415,539.25 | $560,726.75 | $145,187.5 | 34.94% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,258 | $216,552.07 | $501,434.06 | $284,881.99 | 131.55% |
Kristen Williams Athena Investment Management | 1,803 | $187,944.72 | $400,392.21 | $212,447.49 | 113.04% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,058 | $214,590.36 | $451,658.97 | $237,068.61 | 110.47% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 1,416 | $296,000.63 | $309,750 | $13,749.37 | 4.65% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,408 | $390,516.97 | $528,471.72 | $137,954.75 | 35.33% |
| MC Molly Crider Walker Asset Management LLC | 1,237 | $219,678.81 | $283,229.7 | $63,550.89 | 28.93% |
David K. Balsdon Harvest Portfolios Group Inc. | 156,338 | $14.36M | $34.52M | $20.16M | 140.37% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,840 | $264,872.8 | $402,500 | $137,627.2 | 51.96% |
| MT Michael Topley Lansing Street Advisors | 12,901 | $1.19M | $2.83M | $1.64M | 138.05% |
| TG Timothy Gerlach Novem Group | 2,248 | $276,832.41 | $493,357.32 | $216,524.91 | 78.22% |
Jim Clark Worth Asset Management LLC | 1,234 | $257,955.35 | $270,819.81 | $12,864.46 | 4.99% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,447 | $231,077.48 | $317,565.85 | $86,488.37 | 37.43% |
Daniel Ronan Catalyst Financial Partners LLC | 7,966 | $780,396.44 | $1.76M | $978,536.11 | 125.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,958 | $1.54M | $3.75M | $2.21M | 143.39% |
Matthew Heller Willner & Heller LLC | 4,479 | $434,800.47 | $988,985.55 | $554,185.08 | 127.46% |