| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 429,029 | $11.54M | $14.58M | $3.04M | 26.38% |
Jesse Ellington Dover Advisors LLC | 9,450 | $240,951.07 | $321,205.5 | $80,254.43 | 33.31% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 6,488 | $209,043 | $220,592 | $11,549 | 5.52% |
Kevin Kroskey True Wealth Design LLC | 459,116 | $11.25M | $15.67M | $4.42M | 39.29% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 3,257 | $103,133 | $110,917.13 | $7,784.13 | 7.55% |
| PW Pavin White 25 LLC | 443,285 | $13.99M | $15.1M | $1.1M | 7.87% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 24,063 | $762,481.53 | $819,104.52 | $56,622.99 | 7.43% |
Brian Glas Noble Family Wealth, LLC | 8,544 | $255,018.75 | $290,837.76 | $35,819.01 | 14.05% |
Alexandra Stickelman Root Financial Partners, LLC | 11,829 | $380,955.96 | $401,890.27 | $20,934.31 | 5.5% |
Courtney Holt Compound Planning, Inc. | 7,607 | $231,737.12 | $258,447.82 | $26,710.7 | 11.53% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,064 | $160,836.68 | $205,842.48 | $45,005.8 | 27.98% |
| DT Derek Tinnin Altiora Financial Group, LLC | 102,153 | $2.92M | $3.47M | $549,328.28 | 18.8% |
Jeremy Sorci Premier Financial Group | 641,693 | $19.04M | $21.8M | $2.76M | 14.5% |
Lars Phillips RAM Investment Partners, LLC | 55,680 | $1.74M | $1.89M | $149,246.49 | 8.57% |
Andrew Parsons Corrigan Financial, Inc. | 585,894 | $15.78M | $19.89M | $4.1M | 26% |
Christopher C. Powers Farther Finance Advisors, LLC | 410,529 | $12.97M | $13.89M | $926,694.96 | 7.15% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 639,744 | $16.42M | $21.8M | $5.38M | 32.74% |
Kevin Orr Centennial Bank/AR/ | 5,426 | $150,300.22 | $184,348.35 | $34,048.13 | 22.65% |
NICOLE MARTIN Arlington Trust Co LLC | 2,871 | $92,504 | $97,542.22 | $5,038.22 | 5.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 321,433 | $10.36M | $10.93M | $573,746.17 | 5.54% |