| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Watters Midwest Heritage Bank, FSB | 404,616 | $11.97M | $16.72M | $4.75M | 39.72% |
Jacob B. Rue Shore Point Advisors LLC | 21,721 | $553,158.53 | $908,263.61 | $355,105.08 | 64.2% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 90,186 | $3.43M | $3.77M | $340,487.52 | 9.93% |
Caitlin Garner SC&H Financial Advisors Inc. | 952,732 | $28.04M | $39.84M | $11.8M | 42.08% |
Michelle Wells Darrow Company Inc. | 19,654 | $492,136.16 | $812,594.63 | $320,458.47 | 65.12% |
Jason Whitby Stone Summit Wealth LLC | 7,569 | $246,650.14 | $316,497.73 | $69,847.59 | 28.32% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 8,221 | $324,535.82 | $344,376.87 | $19,841.05 | 6.11% |
| CC Cortney Cost Kraft Asset Management LLC | 22,589 | $735,377.51 | $938,798.84 | $203,421.33 | 27.66% |
Clint Dunn Beaird Harris Wealth Management LLC | 962 | $39,682.5 | $39,947.05 | $264.55 | 0.67% |
Brian Ramsay Wealthspan Partners LLC | 175,753 | $4.52M | $7.37M | $2.85M | 63.14% |
Billy DeFrance Lauterbach Financial Advisors LLC | 73,505 | $2.36M | $3.05M | $688,831.71 | 29.23% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 9,830 | $307,605.98 | $406,421.35 | $98,815.37 | 32.12% |
John Gorlow Cardiff Park Advisors LLC | 88,999 | $2.32M | $3.7M | $1.38M | 59.69% |
Eric Lai Archvest Wealth Advisors Inc. | 362,454 | $14.1M | $15.01M | $906,685.17 | 6.43% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 11,698 | $391,263.34 | $485,525.49 | $94,262.15 | 24.09% |
Jay Richards Investment Advisory Group LLC | 16,089 | $596,982.09 | $672,761.53 | $75,779.44 | 12.69% |
Andrew Burkey Joseph Group Capital Management | 785,542 | $28.58M | $32.67M | $4.09M | 14.32% |
James Langer Redmont Wealth Advisors LLC | 77,382 | $2.48M | $3.22M | $743,554.65 | 30.01% |
Gery Sadzewicz Forum Private Client Group LLC | 702,969 | $22.73M | $29.12M | $6.39M | 28.12% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 34,538 | $1.17M | $1.43M | $258,969.78 | 22.1% |