| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 169 | $5,575.31 | $7,606.69 | $2,031.38 | 36.44% |
Samantha Pierangeli City State Bank | 93,086 | $2.93M | $4.17M | $1.24M | 42.35% |
Christopher Pelch Vance Wealth LLC | 2.01M | $53.51M | $90.81M | $37.3M | 69.71% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 7,936 | $229,905.92 | $357,635.84 | $127,729.92 | 55.56% |
Brett Lee Planning Center Inc. | 1.87M | $45.73M | $84.13M | $38.4M | 83.98% |
| EI Excelsior Investors Intelligent Financial Strategies | 94,014 | $2.4M | $4.21M | $1.81M | 75.24% |
W. Travis McKinney HB Wealth Management LLC | 1.82M | $62.81M | $82.31M | $19.5M | 31.04% |
Courtney Lawson Autumn Glory Partners LLC | 17,584 | $591,952.37 | $792,950.48 | $200,998.11 | 33.96% |
Sue Cox BetterWealth LLC | 2.85M | $70.22M | $128.57M | $58.36M | 83.11% |
Allison Tronnes Forum Financial Management LP | 42.84M | $1.25B | $1.92B | $666.39M | 53.22% |
William Jollie Quent Capital LLC | 274 | $10,895.36 | $12,382.06 | $1,486.7 | 13.65% |
Dalila Toledo Ascent Group LLC | 46,958 | $1.88M | $2.1M | $221,809.26 | 11.8% |
| EM Erin Mccann Simplicity Wealth LLC | 487,697 | $17.44M | $21.98M | $4.54M | 26.04% |
Patrick O'Connell Security Financial Services Inc. | 16,499 | $403,448.84 | $744,764.86 | $341,316.02 | 84.6% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 18,145 | $627,635.48 | $816,706.45 | $189,070.97 | 30.12% |
Michael Byun SageView Advisory Group LLC | 269,949 | $6.56M | $12.1M | $5.54M | 84.39% |
Nicole Goff Retirement Solution LLC | 696,213 | $21.93M | $31.4M | $9.47M | 43.16% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5,727 | $254,049.72 | $256,369.15 | $2,319.43 | 0.91% |
Allison Brooke Blake WorthPointe LLC | 1.7M | $48.55M | $76.78M | $28.22M | 58.13% |
Adam Grossman Mayport LLC | 19,945 | $794,106.35 | $902,810.42 | $108,704.07 | 13.69% |