| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 8,932 | $648,075.56 | $719,383.28 | $71,307.72 | 11% |
Kevin Zemann WealthPlan Investment Management LLC | 14,926 | $1.16M | $1.19M | $28,125.06 | 2.42% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 22,836 | $1.31M | $1.83M | $514,253.97 | 39.16% |
Mark Meredith Meredith Wealth Planning | 24,588 | $1.45M | $1.98M | $529,003.99 | 36.49% |
Nelson J. Lam LAM GROUP Inc. | 33,345 | $2.03M | $2.69M | $655,761.33 | 32.27% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 328,121 | $18.39M | $26.46M | $8.07M | 43.92% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,328 | $790,039.53 | $826,601.48 | $36,561.95 | 4.63% |
Benjamin Cannon Tillman Hartley LLC | 38,450 | $2.21M | $3.06M | $857,368.23 | 38.85% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 35,626 | $2.67M | $2.86M | $190,229.31 | 7.14% |
Nemes Rush Group LLC Nemes Rush Group LLC | 13,190 | $906,482.3 | $1.05M | $143,375.75 | 15.82% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 941 | $49,266.14 | $75,129.44 | $25,863.3 | 52.5% |
| DT Derek Tinnin Altiora Financial Group, LLC | 6,800 | $336,477.22 | $542,708 | $206,230.78 | 61.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,129 | $527,732.31 | $562,763.26 | $35,030.95 | 6.64% |
Jesse Steele Etesian Wealth Advisors, Inc. | 6,268 | $302,576.6 | $505,263.48 | $202,686.88 | 66.99% |
| KS Kristi Shields ROGCO, LP | 384 | $27,352 | $30,923.52 | $3,571.52 | 13.06% |
Mark Petersen Prosperitas Financial LLC | 4,560 | $239,881.93 | $363,705.6 | $123,823.67 | 51.62% |
Derek Ripp Austin Wealth Management, LLC | 165,301 | $9.99M | $13.31M | $3.32M | 33.23% |
Amir Har-El Savvy Advisors, Inc. | 4,207 | $325,706 | $335,382.04 | $9,676.04 | 2.97% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 222,193 | $12.31M | $17.7M | $5.39M | 43.82% |
Mark Fonville Fonville Wealth Management LLC | 109,222 | $6.09M | $8.8M | $2.71M | 44.57% |