| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 208,828 | $5.52M | $6.22M | $701,918.19 | 12.71% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 19,412 | $503,096.08 | $578,477.6 | $75,381.52 | 14.98% |
Lynn A. Jackson Dopkins Wealth Management LLC | 11,026 | $294,751.92 | $328,574.8 | $33,822.88 | 11.48% |
Dominic Corabi Wedmont Private Capital | 10,759 | $284,502.7 | $320,618.2 | $36,115.5 | 12.69% |
Stanley D. Royer Claris Advisors LLC / Mo / | 125,318 | $3.32M | $3.73M | $414,757.03 | 12.49% |
Barry Oliver Capital Performance Advisors LLP | 8,880 | $230,677.62 | $262,670.4 | $31,992.78 | 13.87% |
| EM Eric Malden Shearwater Capital LLC | 27,845 | $736,523.37 | $829,781 | $93,257.63 | 12.66% |
Caitlin Garner SC&H Financial Advisors Inc. | 67,371 | $1.74M | $2.01M | $263,878.1 | 15.13% |
David Lutz LifeGuide Financial Advisors LLC | 2.59M | $68.46M | $77.3M | $8.83M | 12.9% |
| CC Cortney Cost Kraft Asset Management LLC | 12,489 | $324,252.42 | $372,172.2 | $47,919.78 | 14.78% |
James Langer Redmont Wealth Advisors LLC | 128 | $3,361.28 | $3,814.4 | $453.12 | 13.48% |
Gery Sadzewicz Forum Private Client Group LLC | 221,089 | $5.87M | $6.48M | $610,123.48 | 10.39% |
Brett Lee Planning Center Inc. | 551,990 | $13.62M | $16.45M | $2.83M | 20.8% |
Allison Tronnes Forum Financial Management LP | 18M | $450.24M | $536.39M | $86.15M | 19.13% |
| EM Erin Mccann Simplicity Wealth LLC | 17,440 | $473,759.72 | $519,712 | $45,952.28 | 9.7% |
Patrick O'Connell Security Financial Services Inc. | 10,174 | $268,017.01 | $303,185.2 | $35,168.19 | 13.12% |
Jason Matthews Kfg Wealth Management LLC | 12,456 | $332,068.35 | $371,188.8 | $39,120.45 | 11.78% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 13,316 | $378,612.29 | $396,816.8 | $18,204.51 | 4.81% |
Allison Brooke Blake WorthPointe LLC | 41,372 | $1.09M | $1.23M | $140,073.19 | 12.82% |
Scott Williams Investmark Advisory Group LLC | 13,734 | $359,932.22 | $407,281.77 | $47,349.55 | 13.16% |