| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 7,490 | $536,421.5 | $588,826.35 | $52,404.85 | 9.77% |
Kevin Zemann WealthPlan Investment Management LLC | 4,369 | $326,932.27 | $344,146.13 | $17,213.86 | 5.27% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 22,993 | $1.32M | $1.8M | $482,363.98 | 36.49% |
Mark Meredith Meredith Wealth Planning | 18,372 | $968,299.91 | $1.45M | $478,311.37 | 49.4% |
| NJL Nelson J. Lam LAM GROUP Inc. | 30,790 | $1.83M | $2.44M | $601,117.99 | 32.77% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 303,419 | $16.47M | $23.91M | $7.44M | 45.14% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 3,689 | $276,048 | $291,098.99 | $15,050.99 | 5.45% |
Benjamin Cannon Tillman Hartley LLC | 31,492 | $1.67M | $2.49M | $820,258.83 | 49.16% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 35,945 | $2.69M | $2.84M | $147,360.85 | 5.48% |
Alexandra Stickelman Root Financial Partners, LLC | 1,671 | $125,037.17 | $131,749.99 | $6,712.82 | 5.37% |
Nemes Rush Group LLC Nemes Rush Group LLC | 11,210 | $753,190.67 | $883,852.45 | $130,661.78 | 17.35% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 941 | $49,266.14 | $74,075.52 | $24,809.38 | 50.36% |
| DT Derek Tinnin Altiora Financial Group, LLC | 6,800 | $336,477.22 | $536,146 | $199,668.78 | 59.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,416 | $528,234.09 | $582,600.96 | $54,366.87 | 10.29% |
Jesse Steele Etesian Wealth Advisors, Inc. | 6,268 | $302,576.6 | $493,542.32 | $190,965.72 | 63.11% |
| KS Kristi Shields ROGCO, LP | 384 | $27,352 | $30,236.16 | $2,884.16 | 10.54% |
Mark Petersen Prosperitas Financial LLC | 4,669 | $245,539.03 | $367,637.06 | $122,098.03 | 49.73% |
Derek Ripp Austin Wealth Management, LLC | 160,665 | $9.63M | $12.65M | $3.02M | 31.39% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 218,438 | $12.02M | $17.2M | $5.19M | 43.15% |
Mark Fonville Fonville Wealth Management LLC | 107,450 | $5.95M | $8.46M | $2.51M | 42.16% |