| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 865 | $30,391.05 | $32,277.47 | $1,886.42 | 6.21% |
Caitlin Garner SC&H Financial Advisors Inc. | 963,800 | $24.09M | $36.42M | $12.33M | 51.19% |
Arlie W. Green Fortress Wealth Management Inc. | 8,036 | $225,762.04 | $303,800.98 | $78,038.94 | 34.57% |
Amir Ali Monsefi Aire Advisors LLC | 593,625 | $14.77M | $22.43M | $7.66M | 51.85% |
| DL David Lutz LifeGuide Financial Advisors LLC | 497,486 | $13.12M | $18.8M | $5.68M | 43.28% |
| CC Cortney Cost Kraft Asset Management LLC | 13,504 | $361,232 | $510,248.64 | $149,016.64 | 41.25% |
| DD Donald Davey Disciplined Equity Management Inc. | 20,280 | $546,842.4 | $766,279.8 | $219,437.4 | 40.13% |
Joshua Moeller Hill Island Financial LLC | 1.1M | $34.66M | $41.44M | $6.78M | 19.56% |
Brian Ramsay Wealthspan Partners LLC | 40,637 | $1.08M | $1.54M | $456,549.98 | 42.3% |
John Gorlow Cardiff Park Advisors LLC | 321,536 | $7.71M | $12.15M | $4.44M | 57.52% |
Jay Richards Investment Advisory Group LLC | 44,663 | $1.4M | $1.69M | $289,620.22 | 20.71% |
Kathleen Thornhill Confluence Wealth Services Inc. | 17,401 | $494,950.39 | $651,667.45 | $156,717.06 | 31.66% |
| SP Samantha Pierangeli City State Bank | 336 | $11,938.08 | $12,537.84 | $599.76 | 5.02% |
Christopher Pelch Vance Wealth LLC | 8,868 | $253,447.6 | $335,166.06 | $81,718.46 | 32.24% |
| WTM W. Travis McKinney HB Wealth Management LLC | 40,462 | $1.18M | $1.52M | $336,962.33 | 28.56% |
Allison Tronnes Forum Financial Management LP | 16.22M | $389.73M | $608.09M | $218.35M | 56.03% |
| WJ William Jollie Quent Capital LLC | 290 | $9,993.4 | $10,875 | $881.6 | 8.82% |
| EM Erin Mccann Simplicity Wealth LLC | 81,130 | $2.54M | $3.04M | $500,799.96 | 19.71% |
| PO Patrick O'Connell Security Financial Services Inc. | 133,599 | $4.61M | $5.02M | $407,324.19 | 8.83% |
Michael Byun SageView Advisory Group LLC | 108,130 | $2.43M | $4.05M | $1.62M | 66.57% |