| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 102 | $7,811.16 | $8,489.46 | $678.3 | 8.68% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,378 | $350,788.57 | $365,387.88 | $14,599.31 | 4.16% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 24,789 | $1.85M | $2.06M | $216,605.5 | 11.73% |
Caroline Jankowski Operose Advisors LLC | 348 | $26,839.41 | $29,044.08 | $2,204.67 | 8.21% |
| TAZ Tracy A. Zullo Zullo Investment Group Inc. | 24,174 | $1.76M | $2.02M | $253,779.75 | 14.39% |
Ana-Maria Ignat Covestor Ltd | 25 | $2,049.5 | $2,131.75 | $82.25 | 4.01% |
John Gorlow Cardiff Park Advisors LLC | 55 | $4,508.9 | $4,590.3 | $81.4 | 1.81% |
Jay Richards Investment Advisory Group LLC | 8,672 | $653,118.5 | $723,765.12 | $70,646.62 | 10.82% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 12,899 | $1.01M | $1.08M | $63,027.55 | 6.22% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,434 | $280,416.98 | $288,593.36 | $8,176.38 | 2.92% |
| SP Samantha Pierangeli City State Bank | 1,125 | $81,579.75 | $95,692.5 | $14,112.75 | 17.3% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,644 | $357,326.65 | $387,588.24 | $30,261.59 | 8.47% |
| MC Morgan Christen Spinnaker Investment Group LLC | 6,273 | $481,297.29 | $525,959.68 | $44,662.39 | 9.28% |
| WTM W. Travis McKinney HB Wealth Management LLC | 21,391 | $1.69M | $1.82M | $129,962.93 | 7.67% |
| MC mike Chen Byrne Asset Management LLC | 1,334 | $103,422.78 | $113,763.52 | $10,340.74 | 10% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 11,389 | $827,233.17 | $957,131.56 | $129,898.39 | 15.7% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 424 | $33,330.64 | $36,158.72 | $2,828.08 | 8.48% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,766 | $308,579.85 | $321,164.48 | $12,584.63 | 4.08% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 3,241 | $238,161.93 | $276,392.48 | $38,230.55 | 16.05% |
Dalila Toledo Ascent Group LLC | 4,857 | $398,795.48 | $413,719.26 | $14,923.78 | 3.74% |