| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 18,733 | $497,701.32 | $799,337.11 | $301,635.79 | 60.61% |
Arlie W. Green Fortress Wealth Management Inc. | 481,897 | $14.75M | $20.57M | $5.83M | 39.51% |
Clint Dunn Beaird Harris Wealth Management LLC | 2.05M | $69.86M | $86.71M | $16.85M | 24.12% |
| DD Donald Davey Disciplined Equity Management Inc. | 10,840 | $409,426.8 | $462,542.8 | $53,116 | 12.97% |
Brian Ramsay Wealthspan Partners LLC | 21,456 | $638,636.06 | $917,244 | $278,607.94 | 43.63% |
Billy DeFrance Lauterbach Financial Advisors LLC | 17,048 | $602,130.47 | $726,671 | $124,540.53 | 20.68% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 7,546 | $294,043.34 | $321,685.98 | $27,642.64 | 9.4% |
John Gorlow Cardiff Park Advisors LLC | 220,492 | $4.85M | $9.38M | $4.53M | 93.45% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 106,210 | $3.61M | $4.53M | $915,475.95 | 25.35% |
Samantha Pierangeli City State Bank | 117,273 | $4.26M | $4.95M | $695,472.46 | 16.34% |
Christopher Pelch Vance Wealth LLC | 259,581 | $8.77M | $11.1M | $2.33M | 26.55% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 555,479 | $19.63M | $23.69M | $4.06M | 20.7% |
Brett Lee Planning Center Inc. | 1.67M | $43.23M | $71.3M | $28.07M | 64.92% |
W. Travis McKinney HB Wealth Management LLC | 2.23M | $83.1M | $95.15M | $12.05M | 14.5% |
Allison Tronnes Forum Financial Management LP | 8.67M | $246.05M | $368.63M | $122.57M | 49.82% |
| EM Erin Mccann Simplicity Wealth LLC | 52,801 | $1.88M | $2.25M | $373,470.74 | 19.89% |
Patrick O'Connell Security Financial Services Inc. | 187,696 | $6.08M | $8.01M | $1.93M | 31.7% |
Michael Byun SageView Advisory Group LLC | 47,358 | $1.14M | $2.01M | $869,931.04 | 76.33% |
Nicole Goff Retirement Solution LLC | 1.32M | $38.59M | $56.27M | $17.68M | 45.8% |
Kristofer Gray Integrity Financial Corp. /WA | 53 | $1,756.42 | $2,255.94 | $499.52 | 28.44% |