| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 26,641 | $739,820.57 | $1.01M | $274,935.12 | 37.16% |
Stanley D. Royer Claris Advisors LLC / Mo / | 9,389 | $255,213.07 | $357,627.01 | $102,413.94 | 40.13% |
cullen roche Orcam Financial Group | 6,089 | $216,342.17 | $239,419.48 | $23,077.31 | 10.67% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 929,846 | $23.56M | $35.42M | $11.86M | 50.32% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,317 | $84,013.41 | $88,254.53 | $4,241.12 | 5.05% |
Caitlin Garner SC&H Financial Advisors Inc. | 963,800 | $24.09M | $36.71M | $12.62M | 52.41% |
Arlie W. Green Fortress Wealth Management Inc. | 8,036 | $225,762.04 | $306,091.24 | $80,329.2 | 35.58% |
Amir Ali Monsefi Aire Advisors LLC | 603,963 | $15.15M | $23.75M | $8.6M | 56.72% |
David Lutz LifeGuide Financial Advisors LLC | 497,486 | $13.12M | $18.95M | $5.83M | 44.44% |
| CC Cortney Cost Kraft Asset Management LLC | 13,504 | $361,232 | $514,367.36 | $153,135.36 | 42.39% |
| DD Donald Davey Disciplined Equity Management Inc. | 20,310 | $547,950.3 | $773,607.9 | $225,657.6 | 41.18% |
Joshua Moeller Hill Island Financial LLC | 1.14M | $36.23M | $44.51M | $8.28M | 22.85% |
Brian Ramsay Wealthspan Partners LLC | 42,384 | $1.14M | $1.61M | $470,564.42 | 41.14% |
John Gorlow Cardiff Park Advisors LLC | 410,189 | $10.99M | $16.13M | $5.14M | 46.77% |
Jay Richards Investment Advisory Group LLC | 55,683 | $1.81M | $2.12M | $315,579.01 | 17.48% |
Kathleen Thornhill Confluence Wealth Services Inc. | 17,401 | $494,950.39 | $662,804.09 | $167,853.7 | 33.91% |
Samantha Pierangeli City State Bank | 381 | $13,599.93 | $14,512.29 | $912.36 | 6.71% |
Christopher Pelch Vance Wealth LLC | 9,953 | $293,516.65 | $391,351.96 | $97,835.31 | 33.33% |
W. Travis McKinney HB Wealth Management LLC | 40,462 | $1.18M | $1.54M | $361,441.84 | 30.64% |
Allison Tronnes Forum Financial Management LP | 16.47M | $398.79M | $627.24M | $228.45M | 57.29% |