| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jordan Szekely Cherrydale Wealth Management LLC | 57,007 | $1.88M | $2.37M | $489,983.94 | 26.03% |
Caitlin Garner SC&H Financial Advisors Inc. | 18,728 | $497,492.67 | $777,492.92 | $280,000.25 | 56.28% |
Arlie W. Green Fortress Wealth Management Inc. | 481,897 | $14.75M | $20M | $5.25M | 35.6% |
Clint Dunn Beaird Harris Wealth Management LLC | 2.05M | $69.86M | $85.06M | $15.2M | 21.76% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 5,509 | $202,510.84 | $228,706.13 | $26,195.29 | 12.94% |
| DD Donald Davey Disciplined Equity Management Inc. | 10,840 | $409,426.8 | $450,022.6 | $40,595.8 | 9.92% |
Brian Ramsay Wealthspan Partners LLC | 22,581 | $668,493.56 | $938,127.64 | $269,634.08 | 40.33% |
Billy DeFrance Lauterbach Financial Advisors LLC | 16,958 | $598,374.77 | $704,011.37 | $105,636.6 | 17.65% |
| WF Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 7,546 | $294,043.34 | $311,687.53 | $17,644.19 | 6% |
John Gorlow Cardiff Park Advisors LLC | 221,807 | $4.88M | $9.21M | $4.34M | 89.02% |
| EC Emilie Camilleri Bryant Woods Investment Advisors LLC | 103,445 | $3.5M | $4.3M | $802,342.77 | 22.96% |
| SP Samantha Pierangeli City State Bank | 103,287 | $3.67M | $4.27M | $594,111.71 | 16.18% |
Christopher Pelch Vance Wealth LLC | 256,470 | $8.64M | $10.66M | $2.01M | 23.31% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 545,526 | $19.21M | $22.66M | $3.45M | 17.98% |
Brett Lee Planning Center Inc. | 1.65M | $42.36M | $68.64M | $26.28M | 62.04% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1.99M | $73.08M | $82.46M | $9.38M | 12.84% |
| SC Sue Cox BetterWealth LLC | 128,950 | $3.12M | $5.36M | $2.24M | 71.8% |
Allison Tronnes Forum Financial Management LP | 8.46M | $237.3M | $350.95M | $113.65M | 47.89% |
| EM Erin Mccann Simplicity Wealth LLC | 57,465 | $2.04M | $2.38M | $340,383.79 | 16.66% |
| PO Patrick O'Connell Security Financial Services Inc. | 194,945 | $6.31M | $8.08M | $1.77M | 28.05% |