| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 2,918 | $182,491.97 | $270,060.9 | $87,568.93 | 47.99% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,703 | $536,844.12 | $597,170.24 | $60,326.12 | 11.24% |
Penny Paul Andina Capital Management LLC | 18,221 | $1.21M | $1.62M | $417,236.65 | 34.59% |
Allison Brooke Blake WorthPointe LLC | 54,641 | $4.19M | $4.87M | $676,411.13 | 16.14% |
Daniel Ronan Catalyst Financial Partners LLC | 172,778 | $12.32M | $15.39M | $3.08M | 24.98% |
Edward Lowndes Angeles Wealth Management LLC | 241 | $18,363.69 | $21,470.69 | $3,107 | 16.92% |
| JG John Ginter Callan Family Office LLC | 18,577 | $1.39M | $1.71M | $318,966.42 | 22.91% |
Albert Moore First National Advisers LLC | 4,053 | $280,721.84 | $361,081.75 | $80,359.91 | 28.63% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 73,212 | $4.52M | $6.52M | $2M | 44.2% |
Lukas Lindgren Abound Wealth Management | 41 | $3,767 | $3,652.69 | -$114.31 | -3.03% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 45,832 | $3.53M | $4.08M | $556,396.09 | 15.78% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 10,168 | $931,693.84 | $948,776.08 | $17,082.24 | 1.83% |
| KLM Kate L. Miller STAR Financial Bank | 5,167 | $398,504.05 | $478,205.85 | $79,701.8 | 20% |
Richard W. Lowrie Park Edge Advisors LLC | 4,356 | $347,020.29 | $388,076.02 | $41,055.73 | 11.83% |
Jackson O'Connor O'Connor Financial Group LLC | 5,046 | $336,306.41 | $449,548.12 | $113,241.71 | 33.67% |
Courtney Holt Compound Planning, Inc. | 2,783 | $178,848.61 | $247,937.46 | $69,088.85 | 38.63% |
Thomas Dobbins New Republic Capital, LLC | 963 | $71,002 | $87,353.73 | $16,351.73 | 23.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,599 | $944,385.01 | $1.12M | $178,059.9 | 18.85% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 13,051 | $996,444 | $1.16M | $166,269.54 | 16.69% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 10,742 | $933,759.44 | $994,172.1 | $60,412.66 | 6.47% |