| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Lee Planning Center Inc. | 413,172 | $9.35M | $14.82M | $5.47M | 58.52% |
Allison Tronnes Forum Financial Management LP | 43,307 | $1.06M | $1.55M | $489,585.63 | 46.03% |
William Jollie Quent Capital LLC | 318,328 | $9.61M | $11.85M | $2.24M | 23.36% |
Brian Levy West Wealth Group LLC | 20,014 | $674,193.7 | $717,802.11 | $43,608.41 | 6.47% |
Ryan Cahill Cahill Wealth Management LLC | 22,570 | $489,328.1 | $809,473.05 | $320,144.95 | 65.43% |
Edward Lowndes Angeles Wealth Management LLC | 1,585 | $53,004.87 | $56,846.02 | $3,841.15 | 7.25% |
Vito Collacuro Sutton Place Investors LLC | 17,462 | $433,503.51 | $626,274.63 | $192,771.12 | 44.47% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 338,811 | $8.86M | $12.15M | $3.29M | 37.19% |
CJ Harrison DecisionPoint Financial LLC | 161 | $5,360.16 | $5,774.26 | $414.1 | 7.73% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 72,845 | $1.84M | $2.61M | $773,000.86 | 42.02% |
Mark Mowrey Signature Resources Capital Management LLC | 304 | $7,855 | $10,902.96 | $3,047.96 | 38.8% |
Mariana Coli Dunhill Financial LLC | 1,702 | $56,064 | $63,382.48 | $7,318.48 | 13.05% |
Rebecca Sierp WPWealth LLP | 39,207 | $1.09M | $1.46M | $373,313.66 | 34.35% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 234 | $7,706.99 | $8,392.41 | $685.42 | 8.89% |
Sheryl Stephens Stephens Consulting LLC | 81 | $2,669 | $2,905.06 | $236.06 | 8.84% |
Nelson J. Lam LAM GROUP Inc. | 114,245 | $2.63M | $4.1M | $1.47M | 55.79% |
| BP Brett Pohl Kingdom Financial Group LLC | 81 | $2,836 | $3,016.44 | $180.44 | 6.36% |
Scott Register Register Financial Advisors LLC | 178 | $6,235 | $6,383.97 | $148.97 | 2.39% |
Steve Alexandrowski GEM Asset Management LLC | 6,252 | $210,721.61 | $224,227.98 | $13,506.37 | 6.41% |
Bill Scoggins First Citizens Asset Management Inc. | 98,369 | $2.71M | $3.53M | $814,078.15 | 30% |