| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Kaczmarczyk Dravo Bay LLC | 163,345 | $10.98M | $13.59M | $2.61M | 23.82% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1.24M | $78.35M | $100.15M | $21.79M | 27.82% |
James Langer Redmont Wealth Advisors LLC | 2,326 | $148,775.54 | $188,475.78 | $39,700.24 | 26.68% |
Bill McVay Red Tortoise LLC | 2,689 | $137,542.35 | $217,889.67 | $80,347.32 | 58.42% |
Gery Sadzewicz Forum Private Client Group LLC | 298,118 | $18.28M | $24.99M | $6.7M | 36.66% |
Samantha Pierangeli City State Bank | 375 | $23,998 | $30,386.25 | $6,388.25 | 26.62% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 234,827 | $14.3M | $19.54M | $5.24M | 36.63% |
Brett Lee Planning Center Inc. | 300,501 | $15.42M | $24.35M | $8.93M | 57.92% |
Morgan Christen Spinnaker Investment Group LLC | 192,134 | $12.46M | $15.57M | $3.11M | 24.92% |
W. Travis McKinney HB Wealth Management LLC | 9,162 | $589,418.58 | $742,396.85 | $152,978.27 | 25.95% |
Allison Tronnes Forum Financial Management LP | 141,455 | $8.25M | $11.46M | $3.21M | 38.93% |
William Jollie Quent Capital LLC | 615 | $42,116.78 | $51,346.35 | $9,229.57 | 21.91% |
Dalila Toledo Ascent Group LLC | 5,345 | $333,638.15 | $433,105.34 | $99,467.19 | 29.81% |
| EM Erin Mccann Simplicity Wealth LLC | 8,362 | $534,089.98 | $695,634.78 | $161,544.8 | 30.25% |
Michael Byun SageView Advisory Group LLC | 73,811 | $5.95M | $6.16M | $214,810.96 | 3.61% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,368 | $372,141.4 | $515,999.03 | $143,857.63 | 38.66% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 2,495 | $140,339.67 | $207,559.05 | $67,219.38 | 47.9% |
Thomas Mason Mason & Associates Inc. | 45,766 | $2.95M | $3.71M | $757,177.96 | 25.66% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,572 | $214,582.35 | $289,439.16 | $74,856.81 | 34.88% |
Allison Brooke Blake WorthPointe LLC | 146,985 | $8.67M | $11.91M | $3.24M | 37.42% |