| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Billy DeFrance Lauterbach Financial Advisors LLC | 34,828 | $3.12M | $4.35M | $1.22M | 39.08% |
Kathryn Brown Morton Brown Family Wealth LLC | 232,530 | $21.72M | $28.99M | $7.27M | 33.48% |
Lonny Elfenbein West Michigan Advisors LLC | 11,252 | $1.24M | $1.4M | $159,834.66 | 12.86% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 127,716 | $11.99M | $15.92M | $3.93M | 32.8% |
John Gorlow Cardiff Park Advisors LLC | 24,893 | $1.86M | $3.1M | $1.24M | 66.61% |
Jay Richards Investment Advisory Group LLC | 3,311 | $331,522.28 | $412,798.92 | $81,276.64 | 24.52% |
| CB Catherine Bluvol Next Level Private LLC | 3,886 | $367,103.99 | $484,487.05 | $117,383.06 | 31.98% |
| JL James Langer Redmont Wealth Advisors LLC | 11,134 | $1.05M | $1.39M | $340,275.04 | 32.47% |
Christopher Pelch Vance Wealth LLC | 3,547 | $323,131.7 | $442,222.22 | $119,090.52 | 36.86% |
| EI Excelsior Investors Intelligent Financial Strategies | 2,239 | $153,167.71 | $279,147.32 | $125,979.61 | 82.25% |
| WTM W. Travis McKinney HB Wealth Management LLC | 361,409 | $31.5M | $45.49M | $13.98M | 44.39% |
Mark Perrault Intergy Private Wealth LLC | 75,047 | $6.2M | $9.41M | $3.21M | 51.73% |
| RM Russell Mohberg Regatta Capital Group LLC | 237,835 | $20.02M | $29.67M | $9.65M | 48.17% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 117,045 | $9.26M | $14.6M | $5.34M | 57.7% |
Courtney Lawson Autumn Glory Partners LLC | 5,046 | $439,859.82 | $629,438.04 | $189,578.22 | 43.1% |
| SC Sue Cox BetterWealth LLC | 163,756 | $15.72M | $20.43M | $4.71M | 29.96% |
Allison Tronnes Forum Financial Management LP | 13,511 | $1.18M | $1.7M | $522,808.14 | 44.39% |
| MO Michael O'Connor Capasso Planning Partners LLC | 6,455 | $642,912.05 | $805,196.7 | $162,284.65 | 25.24% |
| WJ William Jollie Quent Capital LLC | 267,405 | $25.07M | $33.71M | $8.64M | 34.47% |
Marc H. Stone Tyler-Stone Wealth Management | 4,970 | $458,814.38 | $625,549.05 | $166,734.67 | 36.34% |