| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 19,046 | $515,865.99 | $650,039.98 | $134,173.99 | 26.01% |
| SDR Stanley D. Royer Claris Advisors LLC / Mo / | 289,317 | $7.62M | $9.88M | $2.26M | 29.64% |
| EM Eric Malden Shearwater Capital LLC | 6,978 | $205,781.22 | $238,298.7 | $32,517.48 | 15.8% |
| RL Robert Lucia Andrews, Lucia Wealth Management LLC | 25,550 | $578,983.51 | $872,532.5 | $293,548.99 | 50.7% |
Matthew Watters Midwest Heritage Bank, FSB | 74,525 | $1.98M | $2.54M | $563,585.61 | 28.46% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 177,303 | $5.6M | $6.05M | $453,619.74 | 8.1% |
Caitlin Garner SC&H Financial Advisors Inc. | 60,501 | $1.35M | $2.07M | $719,053.35 | 53.42% |
Arlie W. Green Fortress Wealth Management Inc. | 412,825 | $10.98M | $14.09M | $3.11M | 28.36% |
Caroline Jankowski Operose Advisors LLC | 3,553 | $112,222.25 | $121,281.65 | $9,059.4 | 8.07% |
Brian Ramsay Wealthspan Partners LLC | 37,295 | $944,468.19 | $1.27M | $328,596.63 | 34.79% |
Billy DeFrance Lauterbach Financial Advisors LLC | 16,453 | $498,319.26 | $561,623.15 | $63,303.89 | 12.7% |
| WF Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 9,768 | $315,670.29 | $330,402.6 | $14,732.31 | 4.67% |
John Gorlow Cardiff Park Advisors LLC | 19,645 | $387,891.89 | $670,582.07 | $282,690.18 | 72.88% |
| SP Samantha Pierangeli City State Bank | 70,301 | $2.18M | $2.38M | $194,247.57 | 8.9% |
Brett Lee Planning Center Inc. | 1.83M | $42.98M | $62.37M | $19.39M | 45.11% |
| SC Sue Cox BetterWealth LLC | 164,993 | $3.68M | $5.59M | $1.91M | 51.94% |
Allison Tronnes Forum Financial Management LP | 6.26M | $151.39M | $212.1M | $60.71M | 40.1% |
| EM Erin Mccann Simplicity Wealth LLC | 25,868 | $762,656.07 | $876,795.86 | $114,139.79 | 14.97% |
Michael Byun SageView Advisory Group LLC | 23,788 | $529,242.76 | $807,007.9 | $277,765.14 | 52.48% |
Kristofer Gray Integrity Financial Corp. /WA | 34 | $915.96 | $1,152.43 | $236.47 | 25.82% |