| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 3,687 | $208,979.16 | $297,577.77 | $88,598.61 | 42.4% |
Allison Brooke Blake WorthPointe LLC | 8,932 | $648,075.56 | $720,901.72 | $72,826.16 | 11.24% |
Kevin Zemann WealthPlan Investment Management LLC | 6,196 | $468,396.88 | $500,079.16 | $31,682.28 | 6.76% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 22,836 | $1.31M | $1.84M | $530,010.81 | 40.36% |
Mark Meredith Meredith Wealth Planning | 24,507 | $1.44M | $1.98M | $534,694.6 | 37.05% |
Nelson J. Lam LAM GROUP Inc. | 33,345 | $2.03M | $2.69M | $659,095.83 | 32.43% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 328,121 | $18.39M | $26.48M | $8.1M | 44.04% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,328 | $790,039.53 | $842,558.24 | $52,518.71 | 6.65% |
Benjamin Cannon Tillman Hartley LLC | 38,450 | $2.21M | $3.14M | $929,654.23 | 42.12% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 35,626 | $2.67M | $2.88M | $209,467.35 | 7.86% |
Nemes Rush Group LLC Nemes Rush Group LLC | 13,190 | $906,482.3 | $1.1M | $190,266.2 | 20.99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 941 | $49,266.14 | $75,948.11 | $26,681.97 | 54.16% |
| DT Derek Tinnin Altiora Financial Group, LLC | 6,800 | $336,477.22 | $561,952 | $225,474.78 | 67.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,755 | $338,693.78 | $383,776.05 | $45,082.27 | 13.31% |
Jesse Steele Etesian Wealth Advisors, Inc. | 6,268 | $302,576.6 | $505,890.28 | $203,313.68 | 67.19% |
| KS Kristi Shields ROGCO, LP | 384 | $27,352 | $30,992.64 | $3,640.64 | 13.31% |
Mark Petersen Prosperitas Financial LLC | 4,560 | $239,881.93 | $376,063.2 | $136,181.27 | 56.77% |
Derek Ripp Austin Wealth Management, LLC | 165,301 | $9.99M | $13.34M | $3.35M | 33.51% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 222,193 | $12.31M | $17.93M | $5.63M | 45.7% |
Mark Fonville Fonville Wealth Management LLC | 109,222 | $6.09M | $8.82M | $2.73M | 44.75% |