| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arlie W. Green Fortress Wealth Management Inc. | 23,186 | $524,139.54 | $876,430.8 | $352,291.26 | 67.21% |
Amir Ali Monsefi Aire Advisors LLC | 19,381 | $511,033.61 | $729,403.93 | $218,370.32 | 42.73% |
| CC Cortney Cost Kraft Asset Management LLC | 16,109 | $442,901.73 | $599,979.7 | $157,077.97 | 35.47% |
Clint Dunn Beaird Harris Wealth Management LLC | 257,794 | $5.69M | $9.62M | $3.93M | 69.05% |
Brian Ramsay Wealthspan Partners LLC | 16,370 | $548,919.81 | $615,430.15 | $66,510.34 | 12.12% |
Billy DeFrance Lauterbach Financial Advisors LLC | 28,842 | $764,477.91 | $1.09M | $323,874.96 | 42.37% |
John Gorlow Cardiff Park Advisors LLC | 67,870 | $1.67M | $2.54M | $866,693.08 | 51.8% |
Kathleen Thornhill Confluence Wealth Services Inc. | 566,077 | $16.94M | $21.09M | $4.15M | 24.53% |
Gery Sadzewicz Forum Private Client Group LLC | 340,859 | $9.14M | $12.85M | $3.71M | 40.55% |
Samantha Pierangeli City State Bank | 111,172 | $2.96M | $4.14M | $1.19M | 40.16% |
Christopher Pelch Vance Wealth LLC | 178,912 | $5.7M | $6.71M | $1.01M | 17.8% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 21,264 | $618,806.78 | $802,184.4 | $183,377.62 | 29.63% |
W. Travis McKinney HB Wealth Management LLC | 107,499 | $3.17M | $4.07M | $904,786.58 | 28.58% |
William Jollie Quent Capital LLC | 14,808 | $484,257.36 | $560,778.96 | $76,521.6 | 15.8% |
| EM Erin Mccann Simplicity Wealth LLC | 5,005 | $201,251.05 | $188,763.57 | -$12,487.48 | -6.2% |
Patrick O'Connell Security Financial Services Inc. | 219,896 | $6.44M | $8.24M | $1.8M | 28.03% |
Daniel Bennett APS Management Group Inc. | 24,414 | $769,792.08 | $915,647.07 | $145,854.99 | 18.95% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 53,004 | $1.28M | $1.98M | $696,221.45 | 54.36% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,026 | $104,233.14 | $150,008.76 | $45,775.62 | 43.92% |
Adam Grossman Mayport LLC | 6,334 | $214,469.24 | $237,525 | $23,055.76 | 10.75% |