| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Sinnaeve SS&H Financial Advisors Inc. | 5,899 | $434,697.31 | $620,810.76 | $186,113.45 | 42.81% |
Allison Tronnes Forum Financial Management LP | 3,782 | $339,204.62 | $398,017.68 | $58,813.06 | 17.34% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,627 | $394,859.42 | $499,808.53 | $104,949.11 | 26.58% |
William Jollie Quent Capital LLC | 3,529 | $261,311.12 | $379,720.4 | $118,409.28 | 45.31% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 11,898 | $797,058.35 | $1.28M | $487,806.67 | 61.2% |
Missy Straw Nilsine Partners LLC | 8,319 | $506,033.1 | $875,491.56 | $369,458.46 | 73.01% |
Dalila Toledo Ascent Group LLC | 128,789 | $9.31M | $13.55M | $4.24M | 45.6% |
| EM Erin Mccann Simplicity Wealth LLC | 5,862 | $548,284.72 | $633,213.22 | $84,928.5 | 15.49% |
Michael Byun SageView Advisory Group LLC | 21,263 | $1.57M | $2.29M | $721,981.4 | 46.11% |
Taro Kuriyama Axq Capita LLP | 16,411 | $1.51M | $1.77M | $258,473.17 | 17.07% |
Thomas Mason Mason & Associates Inc. | 5,684 | $322,868.84 | $598,184.16 | $275,315.32 | 85.27% |
Kristofer Gray Integrity Financial Corp. /WA | 3,281 | $308,348.38 | $345,292.44 | $36,944.06 | 11.98% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 10,210 | $777,808.26 | $1.07M | $296,692.14 | 38.14% |
Kristen Williams Athena Investment Management | 4,250 | $351,410 | $459,084.99 | $107,674.99 | 30.64% |
Allison Brooke Blake WorthPointe LLC | 2,212 | $144,230.26 | $232,790.88 | $88,560.62 | 61.4% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 14,356 | $1.31M | $1.51M | $204,441.4 | 15.65% |
Timothy Dempsey DHK Financial Advisors Inc. | 2,584 | $202,301.44 | $271,940.16 | $69,638.72 | 34.42% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 37,152 | $2.74M | $3.91M | $1.17M | 42.64% |
Christopher M. Marks Sterling Investment Counsel LLC | 8,158 | $792,230.88 | $858,547.92 | $66,317.04 | 8.37% |
Timothy Gerlach Novem Group | 7,125 | $546,413.95 | $749,835 | $203,421.05 | 37.23% |