| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JPM Justin P. Mason Keb Asset Management LLC | 60,315 | $1.78M | $2.08M | $302,236.91 | 16.98% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 127,429 | $3.73M | $4.4M | $669,291.94 | 17.95% |
Lynn A. Jackson Dopkins Wealth Management LLC | 78,464 | $2.15M | $2.71M | $562,969.36 | 26.24% |
Dominic Corabi Wedmont Private Capital | 8,225 | $265,009.5 | $283,927 | $18,917.5 | 7.14% |
Candace Cavalier Congress Wealth Management LLC / DE / | 17,961 | $483,869.34 | $620,013.72 | $136,144.38 | 28.14% |
Stanley D. Royer Claris Advisors LLC / Mo / | 316,878 | $8.56M | $10.94M | $2.38M | 27.76% |
| EM Eric Malden Shearwater Capital LLC | 6,978 | $205,781.22 | $240,880.56 | $35,099.34 | 17.06% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 25,714 | $584,580.01 | $887,647.28 | $303,067.27 | 51.84% |
Matthew Watters Midwest Heritage Bank, FSB | 75,892 | $2.03M | $2.62M | $593,190.33 | 29.27% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 156,407 | $4.93M | $5.4M | $473,820.6 | 9.62% |
Caitlin Garner SC&H Financial Advisors Inc. | 60,501 | $1.35M | $2.09M | $742,346.24 | 55.15% |
Arlie W. Green Fortress Wealth Management Inc. | 412,825 | $10.98M | $14.25M | $3.27M | 29.82% |
Caroline Jankowski Operose Advisors LLC | 2,975 | $94,384.35 | $105,910 | $11,525.65 | 12.21% |
Brian Ramsay Wealthspan Partners LLC | 37,317 | $945,218.94 | $1.29M | $342,963.9 | 36.28% |
Billy DeFrance Lauterbach Financial Advisors LLC | 16,641 | $504,734.76 | $574,447.32 | $69,712.56 | 13.81% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 9,768 | $315,670.29 | $337,191.36 | $21,521.07 | 6.82% |
John Gorlow Cardiff Park Advisors LLC | 21,850 | $463,137.51 | $777,750.75 | $314,613.24 | 67.93% |
Samantha Pierangeli City State Bank | 91,191 | $2.9M | $3.15M | $251,358.32 | 8.68% |
Brett Lee Planning Center Inc. | 1.86M | $44.24M | $64.35M | $20.11M | 45.45% |
Sue Cox BetterWealth LLC | 164,305 | $3.66M | $5.67M | $2.01M | 54.92% |