| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JK Joshua Kirby Guardian Wealth Management Inc. | 29,040 | $4.29M | $8.34M | $4.05M | 94.52% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,405 | $340,755.68 | $683,344.67 | $342,588.99 | 100.54% |
Jay Richards Investment Advisory Group LLC | 4,940 | $748,382.37 | $1.41M | $661,839.43 | 88.44% |
| CB Catherine Bluvol Next Level Private LLC | 4,398 | $811,445.94 | $1.25M | $439,081.78 | 54.11% |
D. Patrick Franklin First International Bank & Trust | 1,024 | $237,096.96 | $295,470.08 | $58,373.12 | 24.62% |
Brian Kellett Kellett Wealth Advisors LLC | 3,485 | $552,616.34 | $987,648.97 | $435,032.63 | 78.72% |
Andrew Burkey Joseph Group Capital Management | 421 | $94,726.44 | $120,067.09 | $25,340.65 | 26.75% |
Sean Reitenbach Prosperity Consulting Group LLC | 27,908 | $5.25M | $7.96M | $2.71M | 51.65% |
Kathleen Thornhill Confluence Wealth Services Inc. | 38,846 | $7.86M | $11.07M | $3.21M | 40.8% |
James Langer Redmont Wealth Advisors LLC | 113 | $24,510.9 | $32,253.59 | $7,742.69 | 31.59% |
Bill McVay Red Tortoise LLC | 75 | $12,367.5 | $21,389.25 | $9,021.75 | 72.95% |
Samantha Pierangeli City State Bank | 9,181 | $1.5M | $2.62M | $1.13M | 75.28% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,798 | $290,863.76 | $515,046.09 | $224,182.33 | 77.07% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 1,824 | $249,572.39 | $520,952.46 | $271,380.07 | 108.74% |
Roger Steed KRS Capital Management LLC | 8,572 | $1.2M | $2.43M | $1.23M | 102.89% |
Brett Lee Planning Center Inc. | 1,343 | $246,365.19 | $382,721.42 | $136,356.23 | 55.35% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,989 | $410,813.74 | $566,685.99 | $155,872.25 | 37.94% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,085 | $382,085.7 | $593,745.45 | $211,659.75 | 55.4% |
Suzanne Hammer 5th Street Advisors LLC | 1,200 | $274,188 | $346,212 | $72,024 | 26.27% |
| TA Thomas Anderton 626 Financial LLC | 4,673 | $508,586.62 | $1.33M | $816,582.72 | 160.56% |