| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 135 | $8,037.9 | $9,506.02 | $1,468.12 | 18.26% |
Caitlin Garner SC&H Financial Advisors Inc. | 74,591 | $3.3M | $5.23M | $1.93M | 58.66% |
Arlie W. Green Fortress Wealth Management Inc. | 10,892 | $590,717.57 | $763,747.04 | $173,029.47 | 29.29% |
Jason Whitby Stone Summit Wealth LLC | 13,959 | $700,131.76 | $978,595.69 | $278,463.93 | 39.77% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 12,802 | $608,351.04 | $897,676.24 | $289,325.2 | 47.56% |
| CC Cortney Cost Kraft Asset Management LLC | 389,227 | $21.19M | $27.29M | $6.1M | 28.8% |
Clint Dunn Beaird Harris Wealth Management LLC | 472,417 | $20.85M | $33.1M | $12.25M | 58.73% |
| DD Donald Davey Disciplined Equity Management Inc. | 414,170 | $21.73M | $29.04M | $7.3M | 33.59% |
Caroline Jankowski Operose Advisors LLC | 2,714 | $163,701.31 | $190,169.98 | $26,468.67 | 16.17% |
Brian Ramsay Wealthspan Partners LLC | 16,772 | $771,220.19 | $1.18M | $403,993.85 | 52.38% |
Billy DeFrance Lauterbach Financial Advisors LLC | 389,508 | $18.54M | $27.31M | $8.77M | 47.29% |
John Gorlow Cardiff Park Advisors LLC | 317,234 | $15.35M | $22.23M | $6.88M | 44.79% |
Kathleen Thornhill Confluence Wealth Services Inc. | 457,022 | $24.28M | $32.06M | $7.77M | 32% |
Bill McVay Red Tortoise LLC | 3,175 | $139,541.25 | $222,694.5 | $83,153.25 | 59.59% |
| SP Samantha Pierangeli City State Bank | 133,825 | $6.72M | $9.42M | $2.71M | 40.31% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,082 | $276,613.26 | $356,095.74 | $79,482.48 | 28.73% |
Christopher Pelch Vance Wealth LLC | 166,376 | $8.68M | $11.66M | $2.98M | 34.33% |
Brett Lee Planning Center Inc. | 467,598 | $21.04M | $32.76M | $11.72M | 55.71% |
| WTM W. Travis McKinney HB Wealth Management LLC | 69,489 | $3.89M | $4.92M | $1.04M | 26.64% |
Mark Perrault Intergy Private Wealth LLC | 19,868 | $826,710.35 | $1.4M | $576,169.13 | 69.69% |