| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 13,774 | $782,614.92 | $1.06M | $272,886.7 | 34.87% |
| CB Catherine Bluvol Next Level Private LLC | 3,493 | $245,138.74 | $267,668.59 | $22,529.85 | 9.19% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 141,364 | $8.89M | $10.83M | $1.94M | 21.84% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1.05M | $60.29M | $80.83M | $20.54M | 34.07% |
Bill McVay Red Tortoise LLC | 75,221 | $3.85M | $5.79M | $1.93M | 50.19% |
| SP Samantha Pierangeli City State Bank | 9,012 | $485,694.7 | $694,870.26 | $209,175.56 | 43.07% |
| MH Michael Hackman HFG Advisors Inc. | 4,767 | $277,222.14 | $366,725.31 | $89,503.17 | 32.29% |
| WTM W. Travis McKinney HB Wealth Management LLC | 280,645 | $14.8M | $21.7M | $6.9M | 46.66% |
Daniel Forbes Forbes Financial Planning Inc. | 148,531 | $9.03M | $11.43M | $2.39M | 26.49% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 6,275 | $316,016.56 | $482,735.75 | $166,719.19 | 52.76% |
| RM Russell Mohberg Regatta Capital Group LLC | 6,813 | $474,913.18 | $524,124.09 | $49,210.91 | 10.36% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 440 | $26,989.6 | $34,144 | $7,154.4 | 26.51% |
Courtney Lawson Autumn Glory Partners LLC | 109,167 | $5.76M | $8.4M | $2.64M | 45.75% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 67,745 | $4.37M | $5.21M | $846,268.13 | 19.39% |
Allison Tronnes Forum Financial Management LP | 3,676 | $251,582.98 | $284,228.32 | $32,645.34 | 12.98% |
| LWL Leo Wealth LLC Leo Wealth LLC | 40,692 | $2.81M | $3.15M | $336,140.21 | 11.96% |
| WJ William Jollie Quent Capital LLC | 1,391 | $95,270.12 | $107,482.57 | $12,212.45 | 12.82% |
Marc H. Stone Tyler-Stone Wealth Management | 5,271 | $306,571.28 | $407,553.72 | $100,982.44 | 32.94% |
Dalila Toledo Ascent Group LLC | 3,882 | $227,187.92 | $299,962.14 | $72,774.22 | 32.03% |
| EM Erin Mccann Simplicity Wealth LLC | 3,095 | $217,207.1 | $239,305.4 | $22,098.3 | 10.17% |