| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RL Robert Lucia Andrews, Lucia Wealth Management LLC | 92,510 | $2.09M | $2.45M | $360,243.56 | 17.24% |
| GMB Gabriel M. Bustamante Bayshore Asset Management LLC | 13,971 | $328,390.01 | $369,602.8 | $41,212.79 | 12.55% |
Caitlin Garner SC&H Financial Advisors Inc. | 9,667 | $209,437.76 | $255,304.5 | $45,866.74 | 21.9% |
Arlie W. Green Fortress Wealth Management Inc. | 55,930 | $1.33M | $1.48M | $145,697.65 | 10.92% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 4,352 | $101,779.13 | $114,979.84 | $13,200.71 | 12.97% |
Clint Dunn Beaird Harris Wealth Management LLC | 258,386 | $5.97M | $6.84M | $874,280.47 | 14.66% |
Brian Ramsay Wealthspan Partners LLC | 12,887 | $296,218.89 | $341,118.89 | $44,900 | 15.16% |
John Gorlow Cardiff Park Advisors LLC | 21,984 | $500,039.59 | $581,916.48 | $81,876.89 | 16.37% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 41,055 | $918,621.53 | $1.09M | $168,104.32 | 18.3% |
Allison Tronnes Forum Financial Management LP | 401,108 | $8.49M | $10.73M | $2.24M | 26.42% |
Michael Byun SageView Advisory Group LLC | 85,706 | $1.82M | $2.3M | $471,648.01 | 25.85% |
Kristofer Gray Integrity Financial Corp. /WA | 49 | $1,164.73 | $1,311.24 | $146.51 | 12.58% |
Allison Brooke Blake WorthPointe LLC | 16,305 | $383,980.71 | $436,892.47 | $52,911.76 | 13.78% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 7 | $165.39 | $189.38 | $23.99 | 14.51% |
CJ Harrison DecisionPoint Financial LLC | 194,122 | $4.35M | $5.22M | $864,678.23 | 19.86% |
| JA Janelle Anderson Grand Wealth Management LLC | 204,225 | $4.57M | $5.49M | $921,874.42 | 20.18% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 169,097 | $3.66M | $4.55M | $883,070.16 | 24.11% |
Mark Mowrey Signature Resources Capital Management LLC | 406 | $9,232.44 | $10,984.33 | $1,751.89 | 18.98% |
Mariana Coli Dunhill Financial LLC | 153 | $3,589 | $4,119.52 | $530.52 | 14.78% |
| RS Rebecca Sierp WPWealth LLP | 56,644 | $1.22M | $1.52M | $306,875.76 | 25.24% |