| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Flavin Aspire Capital Advisors LLC | 5,425 | $331,318.53 | $450,926 | $119,607.47 | 36.1% |
| WTH William T. Hedges Hedges Asset Management LLC | 4,600 | $281,888 | $382,352 | $100,464 | 35.64% |
Jeffrey McClean Solidarity Wealth LLC | 11,490 | $770,504.13 | $955,048.8 | $184,544.67 | 23.95% |
Bridget Fagerholt MAS Advisors LLC | 3,358 | $225,990.36 | $279,116.96 | $53,126.6 | 23.51% |
Andrew Miller OLIO Financial Planning | 145,173 | $8.86M | $11.84M | $2.98M | 33.7% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 7,049 | $409,374.54 | $585,912.88 | $176,538.34 | 43.12% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1,649 | $94,468.22 | $137,064.88 | $42,596.66 | 45.09% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 254 | $14,989.74 | $21,112.48 | $6,122.74 | 40.85% |
Jordan Szekely Cherrydale Wealth Management LLC | 5,908 | $301,943.29 | $485,785.3 | $183,842.01 | 60.89% |
| JS Jeffrey Sjovall Phraction Management LLC | 12,062 | $697,743.55 | $1M | $304,849.89 | 43.69% |
| PS Patrick Severson TrueWealth Financial Partners | 53,320 | $4M | $4.43M | $427,626.4 | 10.68% |
M. Katherine Pieper Unionview LLC | 6,422 | $320,665.16 | $533,796.64 | $213,131.48 | 66.47% |
Jason Whitby Stone Summit Wealth LLC | 4,755 | $287,917.8 | $395,235.6 | $107,317.8 | 37.27% |
Katherine Saltonstall Sandy Cove Advisors LLC | 280,218 | $20.65M | $23.29M | $2.64M | 12.8% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 11,296 | $546,693.77 | $938,923.52 | $392,229.75 | 71.75% |
| TM Tracy Murray EdgeRock Capital LLC | 3,170 | $233,185.2 | $263,490.4 | $30,305.2 | 13% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 15,967 | $1.18M | $1.33M | $147,958.3 | 12.55% |
Clint Dunn Beaird Harris Wealth Management LLC | 125,282 | $6.31M | $10.41M | $4.1M | 65.03% |
Joshua Ryder Taff New Perspectives Inc. | 16,140 | $802,739.76 | $1.34M | $538,817.04 | 67.12% |
| TG Tyler Glazier New Millennium Group LLC | 10,633 | $782,163.48 | $883,761.79 | $101,598.31 | 12.99% |