| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 2.23M | $65.06M | $100.54M | $35.48M | 54.54% |
Arlie W. Green Fortress Wealth Management Inc. | 36,333 | $1.13M | $1.64M | $506,652.7 | 44.72% |
Jason Whitby Stone Summit Wealth LLC | 36,824 | $1.24M | $1.66M | $419,006.82 | 33.72% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 22,384 | $819,169 | $1.01M | $190,013.64 | 23.2% |
David Lutz LifeGuide Financial Advisors LLC | 777,969 | $23.65M | $35.06M | $11.41M | 48.26% |
Jonathan Yarger Yarger Wealth Strategies LLC | 69,602 | $2.23M | $3.15M | $923,840.01 | 41.49% |
| CC Cortney Cost Kraft Asset Management LLC | 483,878 | $15.46M | $21.67M | $6.21M | 40.16% |
Ryan Gough Perfromance Wealth Partners LLC | 33,132 | $1.47M | $1.49M | $24,020.7 | 1.63% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 7,250 | $189,950 | $324,401.25 | $134,451.25 | 70.78% |
Clint Dunn Beaird Harris Wealth Management LLC | 51,832 | $1.3M | $2.32M | $1.02M | 77.86% |
| DD Donald Davey Disciplined Equity Management Inc. | 39,340 | $1.29M | $1.78M | $483,426.7 | 37.43% |
Tyler Glazier New Millennium Group LLC | 3,893 | $125,614.57 | $174,834.63 | $49,220.06 | 39.18% |
Caroline Jankowski Operose Advisors LLC | 5,598 | $136,603.71 | $250,594.47 | $113,990.76 | 83.45% |
Brian Ramsay Wealthspan Partners LLC | 88,666 | $2.74M | $4.01M | $1.28M | 46.79% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1.22M | $35.03M | $54.81M | $19.78M | 56.47% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 8,726 | $312,739.84 | $393,280.82 | $80,540.98 | 25.75% |
John Gorlow Cardiff Park Advisors LLC | 3.76M | $107.41M | $169.03M | $61.61M | 57.36% |
Jay Richards Investment Advisory Group LLC | 608,039 | $17.74M | $27.43M | $9.69M | 54.65% |
Andrew Burkey Joseph Group Capital Management | 3,325 | $129,209.5 | $149,325.75 | $20,116.25 | 15.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 46,083 | $1.7M | $2.06M | $360,920.39 | 21.2% |