| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 11,651 | $818,291.11 | $984,043.46 | $165,752.35 | 20.26% |
Rick Hurley Heirloom Wealth Management | 29,492 | $1.97M | $2.39M | $413,923.48 | 20.97% |
Kimberly Cappellano Private Wealth Asset Management LLC | 128,639 | $8.56M | $10.64M | $2.08M | 24.27% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 4,402 | $260,545.24 | $356,341.9 | $95,796.66 | 36.77% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 17,253 | $1.2M | $1.4M | $195,090.95 | 16.24% |
| EW Enzi Wealth Enzi Wealth | 3,537 | $193,130.67 | $286,320.15 | $93,189.48 | 48.25% |
Brian G. Wade Ardent Capital Management Inc. | 13,480 | $701,768.8 | $1.09M | $389,437.2 | 55.49% |
Robert Tutela Essex LLC | 19,319 | $1.35M | $1.56M | $215,947.33 | 16.02% |
Brian Baylis Bell Investment Advisors Inc. | 1,407 | $83,158.05 | $116,344.83 | $33,186.78 | 39.91% |
| KC Kasey Cook Maripau Wealth Management LLC | 5,522 | $404,830.54 | $456,835.06 | $52,004.52 | 12.85% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 35,458 | $2.56M | $2.96M | $401,803.52 | 15.69% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,264 | $80,411.44 | $102,320.8 | $21,909.36 | 27.25% |
Larry Herold Herold Advisors Inc. | 4,888 | $295,209.68 | $395,683.6 | $100,473.92 | 34.03% |
Janet Messer FRG Family Wealth Advisors LLC | 5,476 | $195,009.16 | $443,282.2 | $248,273.04 | 127.31% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 3,361 | $270,795.77 | $272,072.95 | $1,277.18 | 0.47% |
Tracy Richards FIDELIS iM LLC | 305,813 | $20.27M | $24.76M | $4.49M | 22.15% |
Bobby Adusumilli SJS Investment Consulting Inc. | 780 | $52,312.08 | $63,141 | $10,828.92 | 20.7% |
| MR Michael Ryan Whelan Financial | 196,652 | $11.41M | $15.92M | $4.51M | 39.56% |
| MAL Mason & Associates LLC Mason & Associates LLC | 320,768 | $20.05M | $25.97M | $5.91M | 29.49% |
David Spratt Badgley Phelps Wealth Managers LLC | 60,834 | $3.44M | $4.92M | $1.48M | 42.97% |