| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MRP Michael R. Panico Arcadia Wealth Management LLC | 240,645 | $10.62M | $13.92M | $3.3M | 31.11% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 22,420 | $908,816.09 | $1.3M | $387,844.61 | 42.68% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 11,906 | $464,134.01 | $699,358.44 | $235,224.43 | 50.68% |
Justin Halverson Great Waters Wealth Management | 3,690 | $220,256 | $213,706.35 | -$6,549.65 | -2.97% |
Jesse Ellington Dover Advisors LLC | 7,902 | $360,860.8 | $457,644.33 | $96,783.53 | 26.82% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 309,371 | $15.08M | $17.89M | $2.81M | 18.65% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 12,531 | $575,428.43 | $725,732.86 | $150,304.43 | 26.12% |
| THL Team Hewins LLC Team Hewins LLC | 5,067 | $223,150.68 | $293,049.94 | $69,899.26 | 31.32% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 14,783 | $707,366.55 | $868,353.42 | $160,986.87 | 22.76% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 280,071 | $12.33M | $16.45M | $4.12M | 33.38% |
| MV Moises Valladares Insigneo Advisory Services LLC | 13,954 | $680,949.57 | $808,355.22 | $127,405.65 | 18.71% |
John Canning Mi LLCreek Capital Advisors LLC | 18,491 | $834,422.13 | $1.09M | $251,739.21 | 30.17% |
| DS David Stevens Stevens Capital Partners | 14,771 | $655,539.09 | $867,648.54 | $212,109.45 | 32.36% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,158 | $264,790.11 | $361,720.92 | $96,930.81 | 36.61% |
Dana Anspach Sensible Money LLC | 3,738 | $202,059 | $219,570.12 | $17,511.12 | 8.67% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 200,729 | $8.78M | $11.79M | $3.01M | 34.31% |
| SP Scott Paschal Financial Partners Group LLC | 7,119 | $352,106 | $418,170.06 | $66,064.06 | 18.76% |
| SKH Stephen K. Hassell Hassell Wealth Management LLC | 39,886 | $1.85M | $2.34M | $494,757.05 | 26.77% |
Brendan G. Moody Watershed Private Wealth LLC | 177,470 | $8.81M | $10.42M | $1.62M | 18.35% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 9,532 | $396,767.2 | $559,909.68 | $163,142.48 | 41.12% |