| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 7,348 | $288,555.96 | $408,475.32 | $119,919.36 | 41.56% |
| CC Cortney Cost Kraft Asset Management LLC | 281,152 | $11.5M | $15.63M | $4.13M | 35.89% |
Clint Dunn Beaird Harris Wealth Management LLC | 1.19M | $40.09M | $66.33M | $26.24M | 65.45% |
| DD Donald Davey Disciplined Equity Management Inc. | 838,894 | $34.04M | $46.63M | $12.59M | 36.98% |
Caroline Jankowski Operose Advisors LLC | 14,057 | $618,114.53 | $806,871.8 | $188,757.27 | 30.54% |
Billy DeFrance Lauterbach Financial Advisors LLC | 251,825 | $8.03M | $14M | $5.97M | 74.3% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 745,784 | $23.57M | $41.46M | $17.89M | 75.92% |
John Gorlow Cardiff Park Advisors LLC | 632,077 | $19.97M | $36.46M | $16.49M | 82.59% |
Jay Richards Investment Advisory Group LLC | 98,096 | $3.18M | $5.45M | $2.28M | 71.68% |
Kathleen Thornhill Confluence Wealth Services Inc. | 387,967 | $16.1M | $21.57M | $5.47M | 33.96% |
Bill McVay Red Tortoise LLC | 17,856 | $564,249.6 | $992,615.04 | $428,365.44 | 75.92% |
Samantha Pierangeli City State Bank | 794 | $31,967.38 | $44,138.46 | $12,171.08 | 38.07% |
Brett Lee Planning Center Inc. | 699,135 | $23.18M | $38.86M | $15.69M | 67.67% |
| EI Excelsior Investors Intelligent Financial Strategies | 83,718 | $2.65M | $4.65M | $2.01M | 75.92% |
| FCI Family CFO Inc Family CFO Inc | 54,645 | $1.99M | $3.04M | $1.04M | 52.42% |
Sue Cox BetterWealth LLC | 18,261 | $578,380.36 | $1.02M | $436,748.63 | 75.51% |
Allison Tronnes Forum Financial Management LP | 1.16M | $37.67M | $64.44M | $26.77M | 71.08% |
| LWL Leo Wealth LLC Leo Wealth LLC | 12,589 | $469,786.2 | $699,822.51 | $230,036.31 | 48.97% |
Dalila Toledo Ascent Group LLC | 10,849 | $443,724.1 | $603,095.91 | $159,371.81 | 35.92% |
| EM Erin Mccann Simplicity Wealth LLC | 112,679 | $4.76M | $6.26M | $1.5M | 31.48% |