| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 49,974 | $2.08M | $2.86M | $779,509.4 | 37.43% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2.07M | $80.15M | $118.68M | $38.53M | 48.07% |
Bill McVay Red Tortoise LLC | 45,376 | $1.87M | $2.6M | $726,161.83 | 38.78% |
Samantha Pierangeli City State Bank | 92,663 | $3.97M | $5.31M | $1.34M | 33.63% |
Christopher Pelch Vance Wealth LLC | 131,564 | $6.05M | $7.66M | $1.6M | 26.44% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 189,485 | $6.76M | $10.94M | $4.19M | 61.97% |
Brett Lee Planning Center Inc. | 673,128 | $20.05M | $38.55M | $18.5M | 92.23% |
W. Travis McKinney HB Wealth Management LLC | 20,971 | $988,846.34 | $1.2M | $212,162.83 | 21.46% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,073 | $233,966.76 | $295,527.61 | $61,560.85 | 26.31% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 210,600 | $7.33M | $12.06M | $4.73M | 64.59% |
| FCI Family CFO Inc Family CFO Inc | 64,540 | $2.18M | $3.76M | $1.58M | 72.47% |
Allison Tronnes Forum Financial Management LP | 372,555 | $11.98M | $21.34M | $9.35M | 78.03% |
William Jollie Quent Capital LLC | 658,997 | $25.75M | $38.21M | $12.46M | 48.41% |
| EM Erin Mccann Simplicity Wealth LLC | 13,858 | $622,892.78 | $793,647.66 | $170,754.88 | 27.41% |
Daniel Bennett APS Management Group Inc. | 39,231 | $1.87M | $2.25M | $380,542.59 | 20.39% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 5,432 | $205,790.78 | $311,090.64 | $105,299.86 | 51.17% |
Samuel Miller Kraft, Davis & Associates LLC | 92,056 | $4.23M | $5.27M | $1.04M | 24.69% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 5,293 | $187,795.64 | $308,343.71 | $120,548.07 | 64.19% |
Adam Grossman Mayport LLC | 7,681 | $405,493.7 | $445,498 | $40,004.3 | 9.87% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 681,788 | $28.11M | $39.71M | $11.6M | 41.26% |