| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cortney Cost Kraft Asset Management LLC | 61,640 | $3.84M | $4.78M | $932,654 | 24.26% |
Clint Dunn Beaird Harris Wealth Management LLC | 505,291 | $26.57M | $39.11M | $12.54M | 47.18% |
Loyd Stegent Stegent Equity Advisors Inc. | 6,779 | $406,672.21 | $530,592.33 | $123,920.12 | 30.47% |
| DD Donald Davey Disciplined Equity Management Inc. | 365,926 | $22.67M | $28.62M | $5.95M | 26.27% |
Caroline Jankowski Operose Advisors LLC | 2,965 | $206,492.49 | $229,817.15 | $23,324.66 | 11.3% |
Joshua Moeller Hill Island Financial LLC | 289,884 | $18.66M | $22.61M | $3.95M | 21.15% |
Brian Ramsay Wealthspan Partners LLC | 65,459 | $4.08M | $5.16M | $1.08M | 26.61% |
Billy DeFrance Lauterbach Financial Advisors LLC | 21,580 | $1.3M | $1.68M | $386,600.26 | 29.85% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 553,678 | $33.22M | $43.15M | $9.93M | 29.9% |
John Gorlow Cardiff Park Advisors LLC | 109,860 | $6.64M | $8.55M | $1.91M | 28.7% |
Jay Richards Investment Advisory Group LLC | 49,574 | $2.92M | $3.88M | $960,571.78 | 32.87% |
Kelly Kaczmarczyk Dravo Bay LLC | 163,345 | $10.98M | $12.71M | $1.73M | 15.76% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1.24M | $78.35M | $95.76M | $17.41M | 22.22% |
James Langer Redmont Wealth Advisors LLC | 2,326 | $148,775.54 | $181,032.58 | $32,257.04 | 21.68% |
Bill McVay Red Tortoise LLC | 2,689 | $137,542.35 | $208,531.95 | $70,989.6 | 51.61% |
Gery Sadzewicz Forum Private Client Group LLC | 298,118 | $18.28M | $23.24M | $4.96M | 27.11% |
Samantha Pierangeli City State Bank | 375 | $23,998 | $29,053.12 | $5,055.12 | 21.06% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 234,827 | $14.3M | $18.3M | $4M | 27.98% |
Brett Lee Planning Center Inc. | 300,501 | $15.42M | $23.42M | $8M | 51.88% |
Morgan Christen Spinnaker Investment Group LLC | 191,362 | $12.41M | $14.9M | $2.49M | 20.04% |