| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 3,084 | $220,846.63 | $253,473.96 | $32,627.33 | 14.77% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 412,046 | $28.09M | $33.87M | $5.78M | 20.57% |
| MT Michael Topley Lansing Street Advisors | 44,746 | $2.58M | $3.68M | $1.1M | 42.5% |
| TG Timothy Gerlach Novem Group | 18,148 | $1.04M | $1.49M | $446,911.67 | 42.78% |
Christopher Warner WARNER FINANCIAL Inc. | 26,617 | $1.59M | $2.19M | $594,480.68 | 37.31% |
Jim Clark Worth Asset Management LLC | 13,216 | $949,256.43 | $1.09M | $136,966.61 | 14.43% |
Daniel Ronan Catalyst Financial Partners LLC | 9,621 | $722,537 | $792,385.56 | $69,848.56 | 9.67% |
Amanda Hawley Atria Wealth Solutions Inc. | 99,748 | $5.5M | $8.22M | $2.72M | 49.47% |
| RC Ryan Cahill Cahill Wealth Management LLC | 7,542 | $433,018.49 | $619,952.4 | $186,933.91 | 43.17% |
Jeffrey Gilbert Balboa Wealth Partners | 6,246 | $421,001.52 | $514,420.56 | $93,419.04 | 22.19% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,213 | $185,036.67 | $264,622.68 | $79,586.01 | 43.01% |
Kevin Zemann WealthPlan Investment Management LLC | 4,837 | $304,731 | $398,375.32 | $93,644.32 | 30.73% |
Benjamin Cauley Carr Financial Group Corp. | 10,318 | $758,992 | $849,790.48 | $90,798.48 | 11.96% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 94,267 | $5.9M | $7.76M | $1.86M | 31.61% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,764 | $101,271.24 | $143,880.66 | $42,609.42 | 42.07% |
| WC William Cantus Pacific Sage Partners LLC | 3,290 | $234,807 | $270,964.4 | $36,157.4 | 15.4% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 46,909 | $2.7M | $3.86M | $1.16M | 42.89% |
CJ Harrison DecisionPoint Financial LLC | 30 | $2,159 | $2,471.7 | $312.7 | 14.48% |
| JG John Ginter Callan Family Office LLC | 10,432 | $767,347.85 | $859,492.48 | $92,144.63 | 12.01% |
Albert Moore First National Advisers LLC | 3,292 | $235,824.71 | $271,227.88 | $35,403.17 | 15.01% |