| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DD Donald Davey Disciplined Equity Management Inc. | 413,227 | $15.54M | $23.44M | $7.9M | 50.83% |
Caroline Jankowski Operose Advisors LLC | 2,009 | $103,278.68 | $113,136.83 | $9,858.15 | 9.55% |
Brian Ramsay Wealthspan Partners LLC | 16,551 | $661,681.3 | $939,931.29 | $278,249.99 | 42.05% |
Billy DeFrance Lauterbach Financial Advisors LLC | 259,530 | $8.56M | $14.56M | $6M | 70.12% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 1.23M | $40.49M | $69.11M | $28.62M | 70.69% |
John Gorlow Cardiff Park Advisors LLC | 231,483 | $7.71M | $13.07M | $5.36M | 69.51% |
Eric Lai Archvest Wealth Advisors Inc. | 22,874 | $1.21M | $1.28M | $75,548.97 | 6.26% |
Jay Richards Investment Advisory Group LLC | 49,974 | $2.08M | $2.83M | $751,523.96 | 36.09% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2.07M | $80.15M | $116.72M | $36.57M | 45.63% |
Bill McVay Red Tortoise LLC | 45,376 | $1.87M | $2.56M | $686,230.95 | 36.65% |
Samantha Pierangeli City State Bank | 92,663 | $3.97M | $5.23M | $1.25M | 31.58% |
Christopher Pelch Vance Wealth LLC | 131,564 | $6.05M | $7.47M | $1.42M | 23.42% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 189,485 | $6.76M | $10.62M | $3.86M | 57.14% |
Brett Lee Planning Center Inc. | 673,128 | $20.05M | $37.76M | $17.7M | 88.28% |
W. Travis McKinney HB Wealth Management LLC | 76,013 | $3.96M | $4.27M | $305,914.77 | 7.72% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,073 | $233,966.76 | $287,918.11 | $53,951.35 | 23.06% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 217,167 | $7.69M | $12.27M | $4.58M | 59.51% |
| FCI Family CFO Inc Family CFO Inc | 64,540 | $2.18M | $3.62M | $1.44M | 65.85% |
Allison Tronnes Forum Financial Management LP | 369,340 | $11.88M | $20.86M | $8.98M | 75.6% |
William Jollie Quent Capital LLC | 658,997 | $25.75M | $37M | $11.26M | 43.72% |