| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,359 | $295,506.94 | $342,055 | $46,548.06 | 15.75% |
Jeremy Baltz Raleigh Capital Management Inc. | 19,651 | $2.37M | $2.87M | $503,962.73 | 21.3% |
| EAM Edward A. McDonough McDonough Capital Management Inc. | 2,509 | $286,578.34 | $363,805 | $77,226.66 | 26.95% |
| WJ William Jollie Quent Capital LLC | 1,646 | $192,744.14 | $242,159.52 | $49,415.38 | 25.64% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,699 | $216,894.34 | $248,172.93 | $31,278.59 | 14.42% |
Marc H. Stone Tyler-Stone Wealth Management | 2,226 | $288,703.37 | $325,151.82 | $36,448.45 | 12.62% |
| MS Missy Straw Nilsine Partners LLC | 8,399 | $1.05M | $1.23M | $180,783.29 | 17.28% |
Dalila Toledo Ascent Group LLC | 17,797 | $2.27M | $2.62M | $353,431.31 | 15.6% |
| EM Erin Mccann Simplicity Wealth LLC | 8,422 | $924,819.48 | $1.23M | $305,382.06 | 33.02% |
| PO Patrick O'Connell Security Financial Services Inc. | 1,525 | $201,574.5 | $217,297.25 | $15,722.75 | 7.8% |
Michael Byun SageView Advisory Group LLC | 4,186 | $520,935.97 | $615,844.32 | $94,908.35 | 18.22% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 111,661 | $14.16M | $16.31M | $2.15M | 15.22% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,251 | $452,950.26 | $625,619.67 | $172,669.41 | 38.12% |
Brian Levy West Wealth Group LLC | 6,143 | $690,456.93 | $904,065.31 | $213,608.38 | 30.94% |
David K. Balsdon Harvest Portfolios Group Inc. | 8,115 | $864,918.8 | $1.2M | $338,251.67 | 39.11% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,732 | $476,427.12 | $549,051.84 | $72,624.72 | 15.24% |
| TG Timothy Gerlach Novem Group | 36,218 | $3.88M | $5.33M | $1.45M | 37.48% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,598 | $282,486.44 | $382,217.76 | $99,731.32 | 35.3% |
Daniel Ronan Catalyst Financial Partners LLC | 4,315 | $512,885.27 | $639,763.47 | $126,878.2 | 24.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,048 | $1.62M | $2.09M | $473,103.12 | 29.22% |