| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 257,794 | $5.69M | $9.67M | $3.98M | 69.95% |
Brian Ramsay Wealthspan Partners LLC | 16,370 | $548,919.81 | $614,202.4 | $65,282.59 | 11.89% |
Billy DeFrance Lauterbach Financial Advisors LLC | 28,842 | $764,477.91 | $1.08M | $317,673.93 | 41.55% |
John Gorlow Cardiff Park Advisors LLC | 67,870 | $1.67M | $2.67M | $998,360.88 | 59.67% |
Kathleen Thornhill Confluence Wealth Services Inc. | 566,077 | $16.94M | $21.24M | $4.3M | 25.41% |
Gery Sadzewicz Forum Private Client Group LLC | 340,859 | $9.14M | $13.4M | $4.26M | 46.57% |
Samantha Pierangeli City State Bank | 111,172 | $2.96M | $4.17M | $1.21M | 41.1% |
Christopher Pelch Vance Wealth LLC | 178,912 | $5.7M | $7.04M | $1.35M | 23.64% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 21,264 | $618,806.78 | $822,278.88 | $203,472.1 | 32.88% |
W. Travis McKinney HB Wealth Management LLC | 109,014 | $3.21M | $4.09M | $884,781.38 | 27.6% |
William Jollie Quent Capital LLC | 14,808 | $484,257.36 | $574,994.64 | $90,737.28 | 18.74% |
| EM Erin Mccann Simplicity Wealth LLC | 5,005 | $201,251.05 | $187,787.6 | -$13,463.45 | -6.69% |
Patrick O'Connell Security Financial Services Inc. | 219,896 | $6.44M | $8.25M | $1.81M | 28.16% |
Daniel Bennett APS Management Group Inc. | 35,020 | $1.1M | $1.31M | $209,743.04 | 18.99% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 53,004 | $1.28M | $1.99M | $707,882.33 | 55.27% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,026 | $104,233.14 | $151,055.52 | $46,822.38 | 44.92% |
Adam Grossman Mayport LLC | 6,334 | $214,469.24 | $246,012.56 | $31,543.32 | 14.71% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 6,339 | $206,461 | $237,839.28 | $31,378.28 | 15.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 808,884 | $23.15M | $30.35M | $7.2M | 31.11% |
Khanthaly Dacanay Chi Co. Wealth RIA | 466,601 | $11.79M | $18.35M | $6.56M | 55.6% |