| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 5,598 | $136,603.71 | $258,739.56 | $122,135.85 | 89.41% |
Brian Ramsay Wealthspan Partners LLC | 88,666 | $2.74M | $4.06M | $1.33M | 48.51% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1.22M | $35.03M | $54.12M | $19.09M | 54.49% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 8,726 | $312,739.84 | $388,219.74 | $75,479.9 | 24.14% |
John Gorlow Cardiff Park Advisors LLC | 3.76M | $107.41M | $173.9M | $66.49M | 61.9% |
Jay Richards Investment Advisory Group LLC | 608,039 | $17.74M | $27.85M | $10.12M | 57.05% |
Andrew Burkey Joseph Group Capital Management | 3,325 | $129,209.5 | $152,318.25 | $23,108.75 | 17.88% |
Kathleen Thornhill Confluence Wealth Services Inc. | 46,083 | $1.7M | $2.05M | $347,786.74 | 20.43% |
James Langer Redmont Wealth Advisors LLC | 169 | $5,575.31 | $7,518.81 | $1,943.5 | 34.86% |
Samantha Pierangeli City State Bank | 93,086 | $2.93M | $4.14M | $1.21M | 41.46% |
Christopher Pelch Vance Wealth LLC | 2.01M | $53.51M | $92.74M | $39.24M | 73.33% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 7,936 | $229,905.92 | $364,341.76 | $134,435.84 | 58.47% |
Brett Lee Planning Center Inc. | 1.87M | $45.73M | $83.13M | $37.4M | 81.79% |
| EI Excelsior Investors Intelligent Financial Strategies | 94,014 | $2.4M | $4.18M | $1.78M | 74.11% |
W. Travis McKinney HB Wealth Management LLC | 1.83M | $63.15M | $81.49M | $18.34M | 29.04% |
Courtney Lawson Autumn Glory Partners LLC | 17,584 | $591,952.37 | $782,312.16 | $190,359.79 | 32.16% |
Sue Cox BetterWealth LLC | 2.84M | $69.88M | $126.25M | $56.36M | 80.65% |
Allison Tronnes Forum Financial Management LP | 42.59M | $1.24B | $1.9B | $653.96M | 52.69% |
William Jollie Quent Capital LLC | 274 | $10,895.36 | $12,584.82 | $1,689.46 | 15.51% |
Dalila Toledo Ascent Group LLC | 14,329 | $433,073.26 | $650,894.82 | $217,821.56 | 50.3% |