| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob B. Rue Shore Point Advisors LLC | 6,446 | $190,140.48 | $255,648.36 | $65,507.88 | 34.45% |
Caitlin Garner SC&H Financial Advisors Inc. | 60,459 | $1.62M | $2.4M | $778,936.32 | 48.12% |
Arlie W. Green Fortress Wealth Management Inc. | 6,393 | $203,553.12 | $253,546.38 | $49,993.26 | 24.56% |
Amir Ali Monsefi Aire Advisors LLC | 58,629 | $1.71M | $2.4M | $681,373.5 | 39.75% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 27,919 | $802,785.12 | $1.11M | $304,482.42 | 37.93% |
| CC Cortney Cost Kraft Asset Management LLC | 14,331 | $433,421.98 | $568,367.46 | $134,945.48 | 31.13% |
Clint Dunn Beaird Harris Wealth Management LLC | 9,648 | $291,037.12 | $382,639.68 | $91,602.56 | 31.47% |
Caroline Jankowski Operose Advisors LLC | 3,428 | $114,443.27 | $138,799.72 | $24,356.45 | 21.28% |
Billy DeFrance Lauterbach Financial Advisors LLC | 20,643 | $643,262.99 | $818,701.38 | $175,438.39 | 27.27% |
Kathryn Brown Morton Brown Family Wealth LLC | 36,492 | $1.08M | $1.45M | $369,751.74 | 34.32% |
John Gorlow Cardiff Park Advisors LLC | 386,270 | $11.8M | $15.78M | $3.98M | 33.77% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 6,476 | $190,588.68 | $263,443.68 | $72,855 | 38.23% |
James Langer Redmont Wealth Advisors LLC | 13,733 | $418,206.37 | $544,650.78 | $126,444.41 | 30.23% |
Christopher Pelch Vance Wealth LLC | 103,236 | $2.93M | $4.22M | $1.29M | 44.03% |
Brett Lee Planning Center Inc. | 6,050 | $211,992 | $239,943 | $27,951 | 13.18% |
Michael Hackman HFG Advisors Inc. | 49,873 | $1.52M | $2.01M | $486,748.62 | 31.97% |
W. Travis McKinney HB Wealth Management LLC | 15,001 | $422,278.15 | $594,939.66 | $172,661.51 | 40.89% |
| FCI Family CFO Inc Family CFO Inc | 11,214 | $332,003.68 | $444,747.24 | $112,743.56 | 33.96% |
Sue Cox BetterWealth LLC | 94,439 | $2.54M | $3.75M | $1.21M | 47.56% |
Allison Tronnes Forum Financial Management LP | 134,376 | $3.95M | $5.33M | $1.38M | 34.96% |