| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 76,467 | $20.02M | $22.34M | $2.32M | 11.57% |
Thomas Mason Mason & Associates Inc. | 1,791 | $414,294.12 | $523,204.83 | $108,910.71 | 26.29% |
Kristofer Gray Integrity Financial Corp. /WA | 1,705 | $399,372.6 | $498,081.65 | $98,709.05 | 24.72% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 779 | $189,000.98 | $227,569.27 | $38,568.29 | 20.41% |
David T. Morgan High Net Worth Advisory Group LLC | 1,809 | $422,724.98 | $528,463.17 | $105,738.19 | 25.01% |
Jason Matthews Kfg Wealth Management LLC | 1,008 | $248,485.01 | $294,467.04 | $45,982.03 | 18.5% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 72 | $16,950.33 | $21,033.36 | $4,083.03 | 24.09% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,873 | $415,899.35 | $547,159.49 | $131,260.14 | 31.56% |
David K. Balsdon Harvest Portfolios Group Inc. | 15,105 | $3.59M | $4.5M | $903,218.46 | 25.12% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,451 | $335,690.69 | $423,880.63 | $88,189.94 | 26.27% |
Michael Topley Lansing Street Advisors | 979 | $239,011.65 | $285,995.27 | $46,983.62 | 19.66% |
Mark Fiskio Empirical Asset Management LLC | 2,001 | $456,480.53 | $586,433.08 | $129,952.55 | 28.47% |
Timothy Gerlach Novem Group | 1,250 | $339,946 | $365,162.5 | $25,216.5 | 7.42% |
Timothy Low Forte Asset Management LLC | 900 | $212,616 | $262,917 | $50,301 | 23.66% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 951 | $217,046.29 | $277,815.63 | $60,769.34 | 28% |
Daniel Ronan Catalyst Financial Partners LLC | 3,751 | $836,798.79 | $1.1M | $258,980.84 | 30.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,821 | $3.07M | $4.33M | $1.26M | 41.09% |
Jeffrey Gilbert Balboa Wealth Partners | 1,271 | $345,712 | $372,491.98 | $26,779.98 | 7.75% |
Sean Murray Quantum Financial Advisors LLC | 1,306 | $283,396.75 | $381,521.78 | $98,125.03 | 34.62% |
Edward Lowndes Angeles Wealth Management LLC | 9,617 | $2.49M | $2.81M | $320,739.77 | 12.89% |