| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 4,254 | $1.56M | $3.47M | $1.9M | 121.84% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,423 | $4.96M | $7.68M | $2.72M | 54.91% |
James Langer Redmont Wealth Advisors LLC | 129 | $44,238.09 | $105,110.49 | $60,872.4 | 137.6% |
Bill McVay Red Tortoise LLC | 17 | $4,409.18 | $13,851.77 | $9,442.59 | 214.16% |
Cole Bruner Buska Wealth Management LLC | 394 | $225,466 | $321,035.14 | $95,569.14 | 42.39% |
Samantha Pierangeli City State Bank | 3,843 | $996,273.89 | $3.13M | $2.14M | 214.3% |
Christopher Pelch Vance Wealth LLC | 409 | $195,154.35 | $333,257.29 | $138,102.94 | 70.77% |
Roger Steed KRS Capital Management LLC | 375 | $214,826.25 | $305,553.75 | $90,727.5 | 42.23% |
Brett Lee Planning Center Inc. | 1,666 | $559,631.79 | $1.36M | $797,841.67 | 142.57% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 494 | $349,979.24 | $402,516.14 | $52,536.9 | 15.01% |
| TA Thomas Anderton 626 Financial LLC | 1,807 | $418,692.59 | $1.47M | $1.05M | 251.66% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,600 | $330,784.02 | $1.35M | $1.02M | 307.37% |
| MWM Marion Wealth Management Marion Wealth Management | 1,847 | $381,279.3 | $1.5M | $1.12M | 294.71% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,173 | $476,795.41 | $955,772.13 | $478,976.72 | 100.46% |
W. Travis McKinney HB Wealth Management LLC | 46,888 | $13.44M | $38.2M | $24.76M | 184.16% |
| LF Lukas Feh LGT Group Foundation | 8,455 | $5M | $6.89M | $1.89M | 37.81% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 6,720 | $2.77M | $5.48M | $2.71M | 97.68% |
| MC mike Chen Byrne Asset Management LLC | 3,440 | $755,860.48 | $3M | $2.24M | 296.44% |
Mark Perrault Intergy Private Wealth LLC | 333 | $194,701.95 | $271,331.73 | $76,629.78 | 39.36% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 222 | $236,407.8 | $180,887.82 | -$55,519.98 | -23.48% |