| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 229,457 | $13.46M | $17.96M | $4.5M | 33.45% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 314,786 | $18.41M | $24.54M | $6.13M | 33.32% |
David Stevens Stevens Capital Partners | 24,336 | $1.55M | $1.91M | $359,736.24 | 23.21% |
Scott Highmark Mosaic Family Wealth Partners LLC | 43,323 | $3.17M | $3.37M | $201,348.89 | 6.36% |
Brendan G. Moody Watershed Private Wealth LLC | 7,454 | $388,078.34 | $583,648.2 | $195,569.86 | 50.39% |
Kyle Moore Quarry Hill Advisors LLC | 3,362 | $171,966.55 | $261,563.6 | $89,597.05 | 52.1% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 44,696 | $2.58M | $3.49M | $916,570 | 35.56% |
Jason R. Parker Parker Financial LLC | 94,250 | $5.85M | $7.31M | $1.45M | 24.83% |
| SM Sarah Moore BOS Asset Management LLC | 4,006 | $255,489.68 | $314,010.31 | $58,520.63 | 22.91% |
Andrew Hass RF&L Wealth Management LLC | 91,061 | $4.71M | $7.09M | $2.37M | 50.36% |
David Gutierrez Gutierrez Wealth Advisory LLC | 3,729 | $265,962.84 | $290,675.18 | $24,712.34 | 9.29% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,724 | $173,540.7 | $211,573.08 | $38,032.38 | 21.92% |
Kevin Kroskey True Wealth Design LLC | 1,539 | $81,105.62 | $120,596.04 | $39,490.42 | 48.69% |
Jill Batley Gateway Wealth Partners LLC | 4,629 | $326,383.15 | $358,006.86 | $31,623.71 | 9.69% |
Benjamin Cannon Tillman Hartley LLC | 342,420 | $18.63M | $26.71M | $8.08M | 43.41% |
Brett Carleton Heritage Wealth Management Inc./Texas | 426,641 | $23.75M | $33.08M | $9.33M | 39.27% |
Courtney Gooding Bush Investment Group LLC | 96,904 | $6.76M | $7.5M | $738,590.04 | 10.93% |
Nicholas Brown Granite Harbor Advisors Inc. | 159,251 | $9.76M | $12.54M | $2.78M | 28.48% |
Pavin White 25 LLC | 11,138 | $571,150.57 | $868,262.79 | $297,112.22 | 52.02% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 13,296 | $704,669.89 | $1.03M | $330,157.79 | 46.85% |