| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Kurth PCG Wealth Advisors LLC | 1,762 | $191,529.4 | $228,927.85 | $37,398.45 | 19.53% |
Barry Oliver Capital Performance Advisors LLP | 23,542 | $1.76M | $3.04M | $1.28M | 72.88% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 13,438 | $1.52M | $1.74M | $226,933.4 | 14.96% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 81,585 | $8.28M | $10.58M | $2.3M | 27.78% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 41,887 | $4.83M | $5.38M | $553,962.96 | 11.48% |
Jeffrey McClean Solidarity Wealth LLC | 18,519 | $2.37M | $2.39M | $21,633.19 | 0.91% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 506,461 | $39.14M | $65.71M | $26.57M | 67.89% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 78,742 | $6.14M | $10.18M | $4.05M | 65.96% |
Matthew Watters Midwest Heritage Bank, FSB | 3,554 | $245,760.59 | $459,549.97 | $213,789.38 | 86.99% |
Caitlin Garner SC&H Financial Advisors Inc. | 643,544 | $51.81M | $83.42M | $31.61M | 61.01% |
Arlie W. Green Fortress Wealth Management Inc. | 4,265 | $430,083.98 | $553,085.2 | $123,001.22 | 28.6% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 689,260 | $56.17M | $88.64M | $32.47M | 57.81% |
Timothy Carne SFG Wealth Management LLC | 51,363 | $5.58M | $6.67M | $1.08M | 19.41% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,363 | $174,573.04 | $175,363.58 | $790.54 | 0.45% |
Caroline Jankowski Operose Advisors LLC | 137 | $12,356.03 | $17,623.68 | $5,267.65 | 42.63% |
Billy DeFrance Lauterbach Financial Advisors LLC | 14,995 | $1.62M | $1.94M | $325,490.42 | 20.15% |
John Gorlow Cardiff Park Advisors LLC | 196,498 | $15.22M | $25.38M | $10.16M | 66.77% |
Jay Richards Investment Advisory Group LLC | 2,525 | $281,067.5 | $327,202.12 | $46,134.62 | 16.41% |
Christopher Pelch Vance Wealth LLC | 1,952 | $196,800.64 | $253,584.32 | $56,783.68 | 28.85% |
| EI Excelsior Investors Intelligent Financial Strategies | 246 | $15,807.88 | $31,829.94 | $16,022.06 | 101.35% |