| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 23,216 | $2.86M | $3.69M | $820,718.34 | 28.65% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 1,470 | $160,713.81 | $232,024.8 | $71,310.99 | 44.37% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1,790 | $209,823.8 | $282,730.5 | $72,906.7 | 34.75% |
John Gorlow Cardiff Park Advisors LLC | 2,671 | $339,394.62 | $424,729.06 | $85,334.44 | 25.14% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1,640 | $192,240.8 | $261,038.8 | $68,798 | 35.79% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 3,504 | $543,961 | $552,826.08 | $8,865.08 | 1.63% |
Jay Richards Investment Advisory Group LLC | 12,461 | $1.52M | $1.99M | $464,287.78 | 30.45% |
| CB Catherine Bluvol Next Level Private LLC | 7,572 | $1.02M | $1.21M | $190,154.6 | 18.72% |
Sean Reitenbach Prosperity Consulting Group LLC | 9,067 | $1.22M | $1.44M | $217,352.21 | 17.75% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,776 | $241,302.8 | $281,860.08 | $40,557.28 | 16.81% |
James Langer Redmont Wealth Advisors LLC | 14,111 | $1.65M | $2.24M | $590,051.46 | 35.68% |
Bill McVay Red Tortoise LLC | 3,650 | $433,572.05 | $580,423 | $146,850.95 | 33.87% |
Samantha Pierangeli City State Bank | 490 | $59,094 | $77,976.15 | $18,882.15 | 31.95% |
Michael Hackman HFG Advisors Inc. | 1,295 | $202,408.5 | $204,532.3 | $2,123.8 | 1.05% |
W. Travis McKinney HB Wealth Management LLC | 199,537 | $27.82M | $31.51M | $3.7M | 13.3% |
| MC mike Chen Byrne Asset Management LLC | 315 | $42,301.35 | $50,081.85 | $7,780.5 | 18.39% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 36,386 | $4.21M | $5.75M | $1.54M | 36.53% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 7,830 | $954,204.56 | $1.25M | $293,114.44 | 30.72% |
Russell Mohberg Regatta Capital Group LLC | 4,198 | $517,290.85 | $670,168.72 | $152,877.87 | 29.55% |
Allison Tronnes Forum Financial Management LP | 1,395 | $218,038.5 | $222,042.15 | $4,003.65 | 1.84% |