| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 9,907 | $1.18M | $1.35M | $168,095.01 | 14.19% |
Candace Cavalier Congress Wealth Management LLC / DE / | 2,017 | $206,197.91 | $275,746.89 | $69,548.98 | 33.73% |
| RS Radon Stancil POM Investment Strategies LLC | 114 | $12,467 | $15,585.1 | $3,118.1 | 25.01% |
| WL William Liberti Wealth Effects LLC | 2,013 | $205,849.38 | $275,962.17 | $70,112.79 | 34.06% |
| NZ Nabeed Zaman Eagle Strategies LLC | 3,018 | $294,623.75 | $413,737.62 | $119,113.87 | 40.43% |
| DM David Mailloux WealthCare Investment Partners LLC | 5,365 | $589,145.14 | $735,487.85 | $146,342.71 | 24.84% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 113 | $11,551.99 | $15,474.78 | $3,922.79 | 33.96% |
| WTM W. Travis McKinney HB Wealth Management LLC | 4,470 | $600,857.4 | $603,762.94 | $2,905.54 | 0.48% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 2,816 | $180,472.87 | $380,357.15 | $199,884.28 | 110.76% |
| EM Erin Mccann Simplicity Wealth LLC | 5,219 | $611,422.22 | $704,930.38 | $93,508.16 | 15.29% |
Michael Byun SageView Advisory Group LLC | 10 | $1,307 | $1,350.6 | $43.6 | 3.34% |
| TM Thomas Mason Mason & Associates Inc. | 3,067 | $250,451.98 | $414,259.72 | $163,807.74 | 65.4% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 3,038 | $362,761.95 | $410,342.69 | $47,580.74 | 13.12% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 14,997 | $1.46M | $2.03M | $564,329.91 | 38.62% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 2,297 | $176,780.18 | $309,704.51 | $132,924.33 | 75.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,650 | $607,868.52 | $772,411.5 | $164,542.98 | 27.07% |
| JMP James M. Perkins Quantum Private Wealth LLC | 10,610 | $1.08M | $1.46M | $373,923.96 | 34.52% |
Kevin Zemann WealthPlan Investment Management LLC | 5,959 | $651,676.24 | $811,854.16 | $160,177.92 | 24.58% |
| TL Tradewinds LLC Tradewinds LLC | 1,848 | $248,408.47 | $251,771.52 | $3,363.05 | 1.35% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 6,554 | $630,724.4 | $888,853.48 | $258,129.08 | 40.93% |