| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 23,182 | $1.09M | $1.93M | $832,090.2 | 76% |
Gery Sadzewicz Forum Private Client Group LLC | 13,418 | $714,288.92 | $1.12M | $409,401.49 | 57.32% |
Samantha Pierangeli City State Bank | 2,883 | $129,297.19 | $239,274.58 | $109,977.39 | 85.06% |
Christopher Pelch Vance Wealth LLC | 10,084 | $653,104.35 | $846,450.96 | $193,346.61 | 29.6% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 2.35M | $131.78M | $197.21M | $65.43M | 49.66% |
Brett Lee Planning Center Inc. | 3,211 | $215,445.11 | $268,873.08 | $53,427.97 | 24.8% |
| EI Excelsior Investors Intelligent Financial Strategies | 9,115 | $471,245.5 | $763,472.4 | $292,226.9 | 62.01% |
Morgan Christen Spinnaker Investment Group LLC | 2,627 | $195,730.37 | $219,341.36 | $23,610.99 | 12.06% |
W. Travis McKinney HB Wealth Management LLC | 189,403 | $9.47M | $15.91M | $6.44M | 67.97% |
Courtney Lawson Autumn Glory Partners LLC | 13,265 | $1.02M | $1.11M | $89,957 | 8.82% |
Allison Tronnes Forum Financial Management LP | 1.15M | $58.34M | $95.49M | $37.15M | 63.69% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,797 | $457,345.11 | $731,866.41 | $274,521.3 | 60.02% |
Christopher Clancy Global Wealth Strategies & Associates | 4,744 | $393,931 | $396,100.28 | $2,169.28 | 0.55% |
William Jollie Quent Capital LLC | 38 | $2,752.72 | $3,192 | $439.28 | 15.96% |
Dalila Toledo Ascent Group LLC | 3,667 | $181,311.02 | $304,342.66 | $123,031.64 | 67.86% |
| EM Erin Mccann Simplicity Wealth LLC | 15,633 | $1.02M | $1.31M | $288,780.56 | 28.27% |
Patrick O'Connell Security Financial Services Inc. | 247,063 | $11.54M | $20.68M | $9.13M | 79.12% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 5,901 | $376,188.51 | $494,415.28 | $118,226.77 | 31.43% |
Nicole Goff Retirement Solution LLC | 448,251 | $21.41M | $37.59M | $16.18M | 75.58% |
Thomas Mason Mason & Associates Inc. | 481,535 | $30.62M | $40.4M | $9.78M | 31.94% |