| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Whitby Stone Summit Wealth LLC | 37,248 | $1.26M | $1.66M | $404,290.74 | 32.19% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 22,384 | $819,169 | $997,766.8 | $178,597.8 | 21.8% |
| DL David Lutz LifeGuide Financial Advisors LLC | 777,969 | $23.65M | $34.68M | $11.03M | 46.63% |
Jonathan Yarger Yarger Wealth Strategies LLC | 70,852 | $2.27M | $3.13M | $863,963.6 | 38.12% |
| CC Cortney Cost Kraft Asset Management LLC | 483,878 | $15.46M | $21.57M | $6.11M | 39.51% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 7,250 | $189,950 | $323,168.75 | $133,218.75 | 70.13% |
Clint Dunn Beaird Harris Wealth Management LLC | 51,832 | $1.3M | $2.31M | $1.01M | 77.23% |
| DD Donald Davey Disciplined Equity Management Inc. | 39,340 | $1.29M | $1.75M | $461,986.4 | 35.77% |
| TG Tyler Glazier New Millennium Group LLC | 3,893 | $125,614.57 | $173,588.87 | $47,974.3 | 38.19% |
Caroline Jankowski Operose Advisors LLC | 5,584 | $135,982.67 | $248,990.56 | $113,007.89 | 83.1% |
Brian Ramsay Wealthspan Partners LLC | 82,688 | $2.47M | $3.69M | $1.22M | 49.28% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1.23M | $35.33M | $54.68M | $19.35M | 54.78% |
| WF Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 8,726 | $312,739.84 | $385,558.31 | $72,818.47 | 23.28% |
John Gorlow Cardiff Park Advisors LLC | 3.84M | $109.54M | $171.04M | $61.5M | 56.15% |
Jay Richards Investment Advisory Group LLC | 603,652 | $17.54M | $26.92M | $9.38M | 53.45% |
Andrew Burkey Joseph Group Capital Management | 3,325 | $129,209.5 | $148,261.75 | $19,052.25 | 14.75% |
Kathleen Thornhill Confluence Wealth Services Inc. | 33,275 | $1.13M | $1.48M | $346,055.15 | 30.51% |
| JL James Langer Redmont Wealth Advisors LLC | 169 | $5,575.31 | $7,535.71 | $1,960.4 | 35.16% |
| SP Samantha Pierangeli City State Bank | 89,302 | $2.76M | $3.95M | $1.19M | 42.98% |
Christopher Pelch Vance Wealth LLC | 1.96M | $51.4M | $87.35M | $35.95M | 69.95% |