| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 246,862 | $23.51M | $29.66M | $6.16M | 26.19% |
Lonny Elfenbein West Michigan Advisors LLC | 11,252 | $1.24M | $1.36M | $112,745.04 | 9.07% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 46,582 | $4.84M | $5.67M | $827,497.28 | 17.1% |
John Gorlow Cardiff Park Advisors LLC | 23,206 | $1.75M | $2.79M | $1.04M | 59.73% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 67,948 | $8.48M | $8.16M | -$312,560.8 | -3.69% |
Jay Richards Investment Advisory Group LLC | 3,332 | $334,142.24 | $402,988.74 | $68,846.5 | 20.6% |
| CB Catherine Bluvol Next Level Private LLC | 3,886 | $367,103.99 | $470,652.89 | $103,548.9 | 28.21% |
James Langer Redmont Wealth Advisors LLC | 11,134 | $1.05M | $1.34M | $292,788.53 | 27.94% |
Christopher Pelch Vance Wealth LLC | 3,547 | $323,131.7 | $431,598.96 | $108,467.26 | 33.57% |
| EI Excelsior Investors Intelligent Financial Strategies | 2,241 | $153,417.23 | $268,763.13 | $115,345.9 | 75.18% |
W. Travis McKinney HB Wealth Management LLC | 363,036 | $31.71M | $43.72M | $12.02M | 37.9% |
Mark Perrault Intergy Private Wealth LLC | 74,913 | $6.19M | $9.07M | $2.88M | 46.6% |
Russell Mohberg Regatta Capital Group LLC | 231,102 | $19.52M | $27.97M | $8.45M | 43.28% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 121,470 | $9.79M | $14.64M | $4.85M | 49.53% |
Courtney Lawson Autumn Glory Partners LLC | 5,046 | $439,859.82 | $610,969.68 | $171,109.86 | 38.9% |
Sue Cox BetterWealth LLC | 165,890 | $15.97M | $19.98M | $4.01M | 25.09% |
Allison Tronnes Forum Financial Management LP | 13,114 | $1.14M | $1.58M | $434,200.61 | 37.98% |
Michael O'Connor Capasso Planning Partners LLC | 6,558 | $655,762.33 | $788,140.44 | $132,378.11 | 20.19% |
William Jollie Quent Capital LLC | 281,331 | $26.8M | $33.88M | $7.08M | 26.41% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,180 | $271,976.8 | $262,493.8 | -$9,483 | -3.49% |