| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 3,703 | $333,357.83 | $340,527.88 | $7,170.05 | 2.15% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,627 | $394,859.42 | $429,963.97 | $35,104.55 | 8.89% |
William Jollie Quent Capital LLC | 3,529 | $261,311.12 | $332,290.64 | $70,979.52 | 27.16% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 12,121 | $818,854.37 | $1.14M | $322,458.99 | 39.38% |
Missy Straw Nilsine Partners LLC | 8,319 | $506,033.1 | $764,100.15 | $258,067.05 | 51% |
Dalila Toledo Ascent Group LLC | 171,658 | $13.26M | $15.79M | $2.52M | 19.01% |
| EM Erin Mccann Simplicity Wealth LLC | 5,862 | $548,284.72 | $549,796.98 | $1,512.26 | 0.28% |
Michael Byun SageView Advisory Group LLC | 21,263 | $1.57M | $1.96M | $392,830.16 | 25.09% |
Taro Kuriyama Axq Capita LLP | 16,411 | $1.51M | $1.55M | $31,919.36 | 2.11% |
Thomas Mason Mason & Associates Inc. | 5,684 | $322,868.84 | $531,169.8 | $208,300.96 | 64.52% |
Kristofer Gray Integrity Financial Corp. /WA | 3,281 | $308,348.38 | $302,803.49 | -$5,544.89 | -1.8% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 6,715 | $499,845.45 | $617,511.4 | $117,665.95 | 23.54% |
Kristen Williams Athena Investment Management | 4,250 | $351,410 | $400,987.5 | $49,577.5 | 14.11% |
Allison Brooke Blake WorthPointe LLC | 2,212 | $144,230.26 | $208,281.92 | $64,051.66 | 44.41% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 14,356 | $1.31M | $1.33M | $28,221.5 | 2.16% |
Timothy Dempsey DHK Financial Advisors Inc. | 2,584 | $202,301.44 | $243,567.84 | $41,266.4 | 20.4% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 37,005 | $2.73M | $3.41M | $676,515.07 | 24.78% |
Christopher M. Marks Sterling Investment Counsel LLC | 8,158 | $792,230.88 | $759,265.06 | -$32,965.82 | -4.16% |
Timothy Gerlach Novem Group | 7,125 | $546,413.95 | $655,083.19 | $108,669.24 | 19.89% |
Jim Clark Worth Asset Management LLC | 10,301 | $1.02M | $988,277.94 | -$36,671.56 | -3.58% |