| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stanley D. Royer Claris Advisors LLC / Mo / | 8,141 | $192,534.65 | $218,097.39 | $25,562.74 | 13.28% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 257,634 | $5.58M | $6.9M | $1.32M | 23.62% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 107,609 | $2.49M | $2.88M | $395,706.63 | 15.91% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 10,881 | $255,898.61 | $291,501.99 | $35,603.38 | 13.91% |
Caitlin Garner SC&H Financial Advisors Inc. | 9,667 | $209,437.76 | $258,978.93 | $49,541.17 | 23.65% |
Arlie W. Green Fortress Wealth Management Inc. | 55,930 | $1.33M | $1.5M | $164,434.2 | 12.33% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 4,352 | $101,779.13 | $116,590.08 | $14,810.95 | 14.55% |
Clint Dunn Beaird Harris Wealth Management LLC | 258,386 | $5.97M | $6.92M | $956,963.99 | 16.04% |
Brian Ramsay Wealthspan Partners LLC | 13,197 | $304,374.99 | $353,547.63 | $49,172.64 | 16.16% |
John Gorlow Cardiff Park Advisors LLC | 28,318 | $666,687.13 | $753,258.8 | $86,571.67 | 12.99% |
Gery Sadzewicz Forum Private Client Group LLC | 37,909 | $847,081.49 | $993,973.98 | $146,892.49 | 17.34% |
Allison Tronnes Forum Financial Management LP | 395,886 | $8.38M | $10.61M | $2.23M | 26.56% |
Michael Byun SageView Advisory Group LLC | 76,855 | $1.64M | $2.04M | $405,545.09 | 24.76% |
Kristofer Gray Integrity Financial Corp. /WA | 49 | $1,164.73 | $1,312.71 | $147.98 | 12.71% |
Allison Brooke Blake WorthPointe LLC | 16,305 | $383,980.71 | $436,810.95 | $52,830.24 | 13.76% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 7 | $165.39 | $187.53 | $22.14 | 13.39% |
CJ Harrison DecisionPoint Financial LLC | 194,205 | $4.36M | $5.2M | $846,282.29 | 19.43% |
Janelle Anderson Grand Wealth Management LLC | 218,910 | $4.96M | $5.73M | $778,175.85 | 15.7% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 172,857 | $3.76M | $4.63M | $869,374.97 | 23.11% |
Mark Mowrey Signature Resources Capital Management LLC | 406 | $9,232.44 | $10,876.74 | $1,644.3 | 17.81% |