| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Lee Planning Center Inc. | 413,172 | $9.35M | $14.8M | $5.45M | 58.27% |
Allison Tronnes Forum Financial Management LP | 43,307 | $1.06M | $1.56M | $495,215.54 | 46.56% |
William Jollie Quent Capital LLC | 318,328 | $9.61M | $11.43M | $1.82M | 18.99% |
Brian Levy West Wealth Group LLC | 20,117 | $677,925.39 | $728,034.23 | $50,108.84 | 7.39% |
Ryan Cahill Cahill Wealth Management LLC | 22,570 | $489,328.1 | $805,974.7 | $316,646.6 | 64.71% |
Edward Lowndes Angeles Wealth Management LLC | 1,585 | $53,004.87 | $56,980.75 | $3,975.88 | 7.5% |
Vito Collacuro Sutton Place Investors LLC | 17,462 | $433,503.51 | $633,196.57 | $199,693.06 | 46.06% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 338,811 | $8.86M | $12.16M | $3.31M | 37.32% |
CJ Harrison DecisionPoint Financial LLC | 161 | $5,360.16 | $5,783.12 | $422.96 | 7.89% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 72,845 | $1.84M | $2.6M | $765,352.14 | 41.6% |
Mark Mowrey Signature Resources Capital Management LLC | 304 | $7,855 | $10,923.33 | $3,068.33 | 39.06% |
Mariana Coli Dunhill Financial LLC | 1,702 | $56,064 | $61,135.84 | $5,071.84 | 9.05% |
Rebecca Sierp WPWealth LLP | 39,207 | $1.09M | $1.41M | $318,815.93 | 29.34% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 235 | $7,743.21 | $8,443.55 | $700.34 | 9.04% |
Sheryl Stephens Stephens Consulting LLC | 81 | $2,669 | $2,911.95 | $242.95 | 9.1% |
Nelson J. Lam LAM GROUP Inc. | 114,245 | $2.63M | $4.15M | $1.52M | 57.77% |
| BP Brett Pohl Kingdom Financial Group LLC | 81 | $2,836 | $2,911.14 | $75.14 | 2.65% |
Scott Register Register Financial Advisors LLC | 178 | $6,235 | $6,399.1 | $164.1 | 2.63% |
Steve Alexandrowski GEM Asset Management LLC | 6,266 | $211,228.81 | $224,886.74 | $13,657.93 | 6.47% |
Bill Scoggins First Citizens Asset Management Inc. | 98,369 | $2.71M | $3.53M | $820,472.14 | 30.23% |