| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 81,585 | $8.28M | $10.81M | $2.53M | 30.59% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 41,887 | $4.83M | $5.34M | $518,777.88 | 10.75% |
Jeffrey McClean Solidarity Wealth LLC | 15,117 | $1.94M | $1.93M | -$7,256.19 | -0.37% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 506,461 | $39.14M | $64.62M | $25.48M | 65.11% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 78,742 | $6.14M | $10.05M | $3.91M | 63.72% |
Matthew Watters Midwest Heritage Bank, FSB | 3,554 | $245,760.59 | $453,490.4 | $207,729.81 | 84.53% |
Caitlin Garner SC&H Financial Advisors Inc. | 635,792 | $50.82M | $81.13M | $30.31M | 59.65% |
Arlie W. Green Fortress Wealth Management Inc. | 4,265 | $430,083.98 | $544,214 | $114,130.02 | 26.54% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 689,260 | $56.17M | $87.95M | $31.78M | 56.58% |
Timothy Carne SFG Wealth Management LLC | 51,363 | $5.58M | $6.55M | $970,760.7 | 17.39% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,363 | $174,573.04 | $173,918.8 | -$654.24 | -0.37% |
Caroline Jankowski Operose Advisors LLC | 137 | $12,356.03 | $18,020.98 | $5,664.95 | 45.85% |
Billy DeFrance Lauterbach Financial Advisors LLC | 14,995 | $1.62M | $1.91M | $297,899.62 | 18.44% |
John Gorlow Cardiff Park Advisors LLC | 196,498 | $15.22M | $26.03M | $10.81M | 71.07% |
Jay Richards Investment Advisory Group LLC | 2,525 | $281,067.5 | $322,190 | $41,122.5 | 14.63% |
Christopher Pelch Vance Wealth LLC | 1,952 | $196,800.64 | $258,581.44 | $61,780.8 | 31.39% |
| EI Excelsior Investors Intelligent Financial Strategies | 246 | $15,807.88 | $31,389.6 | $15,581.72 | 98.57% |
W. Travis McKinney HB Wealth Management LLC | 5.74M | $586.62M | $733.02M | $146.4M | 24.96% |
Russell Mohberg Regatta Capital Group LLC | 15,072 | $1.14M | $1.98M | $840,674.08 | 73.62% |
Allison Tronnes Forum Financial Management LP | 30,242 | $2.96M | $3.86M | $903,505.68 | 30.57% |