| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Dori Riddle DBK Financial Counsel LLC | 61,417 | $2.17M | $2.3M | $133,429.1 | 6.15% |
Candace Cavalier Congress Wealth Management LLC / DE / | 29,171 | $818,478.27 | $1.1M | $277,330.34 | 33.88% |
Stanley D. Royer Claris Advisors LLC / Mo / | 9,389 | $255,213.07 | $352,791.67 | $97,578.6 | 38.23% |
cullen roche Orcam Financial Group | 6,089 | $216,342.17 | $229,098.62 | $12,756.45 | 5.9% |
| EM Eric Malden Shearwater Capital LLC | 6,885 | $258,944.85 | $258,428.47 | -$516.38 | -0.2% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 929,846 | $23.56M | $35M | $11.44M | 48.54% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,317 | $84,013.41 | $87,536.26 | $3,522.85 | 4.19% |
Caitlin Garner SC&H Financial Advisors Inc. | 1.01M | $25.75M | $38.29M | $12.55M | 48.72% |
Arlie W. Green Fortress Wealth Management Inc. | 8,036 | $225,762.04 | $302,033.06 | $76,271.02 | 33.78% |
Amir Ali Monsefi Aire Advisors LLC | 603,963 | $15.15M | $22.98M | $7.83M | 51.68% |
David Lutz LifeGuide Financial Advisors LLC | 497,486 | $13.12M | $18.66M | $5.54M | 42.22% |
| CC Cortney Cost Kraft Asset Management LLC | 13,504 | $361,232 | $509,911.04 | $148,679.04 | 41.16% |
| DD Donald Davey Disciplined Equity Management Inc. | 20,310 | $547,950.3 | $770,967.6 | $223,017.3 | 40.7% |
Joshua Moeller Hill Island Financial LLC | 1.14M | $36.23M | $42.84M | $6.6M | 18.23% |
Brian Ramsay Wealthspan Partners LLC | 42,384 | $1.14M | $1.61M | $467,809.46 | 40.9% |
John Gorlow Cardiff Park Advisors LLC | 410,189 | $10.99M | $15.49M | $4.5M | 40.97% |
Jay Richards Investment Advisory Group LLC | 55,683 | $1.81M | $2.11M | $308,061.8 | 17.06% |
Kathleen Thornhill Confluence Wealth Services Inc. | 17,401 | $494,950.39 | $655,582.67 | $160,632.28 | 32.45% |
Samantha Pierangeli City State Bank | 381 | $13,599.93 | $14,373.22 | $773.29 | 5.69% |
Christopher Pelch Vance Wealth LLC | 9,953 | $293,516.65 | $378,612.12 | $85,095.47 | 28.99% |