| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeremy Schletz Edge Financial Advisors LLC | 380,180 | $27.39M | $31.02M | $3.63M | 13.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 87,224 | $4.53M | $7.38M | $2.85M | 62.85% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 50,275 | $2.82M | $4.27M | $1.45M | 51.33% |
Dennis R. Plyler FCG Investment Co | 46,673 | $3.31M | $3.81M | $498,477.53 | 15.06% |
Jennifer Lutz Trademark Financial Management, LLC | 11,500 | $596,045.24 | $938,285 | $342,239.76 | 57.42% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,023 | $428,609.42 | $511,593.62 | $82,984.2 | 19.36% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 7,430 | $411,886.91 | $628,057.9 | $216,170.99 | 52.48% |
Brandon Hobson Silver Coast Investments LLC | 5,482 | $388,845.24 | $447,276.38 | $58,431.14 | 15.03% |
Kyle Jones Pineridge Advisors LLC | 569 | $29,599.57 | $46,424.71 | $16,825.14 | 56.84% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 16,073 | $1.08M | $1.36M | $278,531.84 | 25.79% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 8,321 | $563,477.4 | $678,910.39 | $115,432.99 | 20.49% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 453,692 | $23.51M | $37.02M | $13.5M | 57.42% |
David Quinn Pine Harbor Wealth Management, LLC | 579,315 | $33.37M | $48.99M | $15.62M | 46.8% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,860 | $96,404 | $157,235.1 | $60,831.1 | 63.1% |
Ian Jameson American Capital Advisory, LLC | 297,466 | $19.05M | $24.27M | $5.22M | 27.38% |
Joel W. Lake Capstone Wealth Management, LLC | 217,893 | $14.45M | $17.78M | $3.33M | 23.07% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 27,750 | $2.01M | $2.26M | $253,330.5 | 12.6% |
James J. Karabas Embree Financial Group | 145,623 | $10.8M | $11.88M | $1.08M | 10.01% |
Janice M. Powell Diversify Advisory Services, LLC | 91,833 | $7.42M | $7.76M | $344,854.65 | 4.65% |
Kevyn Hill Hilltop National Bank | 2,154 | $122,735 | $175,744.86 | $53,009.86 | 43.19% |