| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen Schrum Schrum Private Wealth Management LLC | 1,800 | $447,632 | $518,922.02 | $71,290.02 | 15.93% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 18,200 | $4.26M | $5.25M | $996,844.8 | 23.41% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 76,467 | $20.02M | $22.06M | $2.04M | 10.17% |
Thomas Mason Mason & Associates Inc. | 1,791 | $414,294.12 | $519,963.12 | $105,669 | 25.51% |
Kristofer Gray Integrity Financial Corp. /WA | 1,705 | $399,372.6 | $490,034.05 | $90,661.45 | 22.7% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 785 | $190,633.76 | $226,433.25 | $35,799.49 | 18.78% |
David T. Morgan High Net Worth Advisory Group LLC | 1,809 | $422,724.98 | $518,531.76 | $95,806.78 | 22.66% |
Jason Matthews Kfg Wealth Management LLC | 1,011 | $249,301.21 | $292,219.44 | $42,918.23 | 17.22% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 72 | $16,950.33 | $20,677.32 | $3,726.99 | 21.99% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,873 | $415,899.35 | $536,857.99 | $120,958.64 | 29.08% |
David K. Balsdon Harvest Portfolios Group Inc. | 15,105 | $3.59M | $4.35M | $751,337.68 | 20.9% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,494 | $347,392.27 | $429,375.6 | $81,983.33 | 23.6% |
Michael Topley Lansing Street Advisors | 979 | $239,011.65 | $283,870.84 | $44,859.19 | 18.77% |
Mark Fiskio Empirical Asset Management LLC | 2,001 | $456,480.53 | $574,467.09 | $117,986.56 | 25.85% |
Timothy Gerlach Novem Group | 1,250 | $339,946 | $358,862.5 | $18,916.5 | 5.56% |
Timothy Low Forte Asset Management LLC | 900 | $212,616 | $259,645.5 | $47,029.5 | 22.12% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 953 | $217,590.55 | $273,158.39 | $55,567.84 | 25.54% |
Daniel Ronan Catalyst Financial Partners LLC | 3,751 | $836,798.79 | $1.08M | $240,563.43 | 28.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,821 | $3.07M | $4.28M | $1.21M | 39.44% |
Jeffrey Gilbert Balboa Wealth Partners | 1,271 | $345,712 | $365,043.91 | $19,331.91 | 5.59% |