| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 100,705 | $4.23M | $6.5M | $2.27M | 53.61% |
Bill McVay Red Tortoise LLC | 29,106 | $1.45M | $1.88M | $431,714.7 | 29.84% |
Cole Bruner Buska Wealth Management LLC | 12,905 | $732,875 | $842,373.87 | $109,498.87 | 14.94% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 6,228 | $260,705.94 | $408,432.24 | $147,726.3 | 56.66% |
| SP Samantha Pierangeli City State Bank | 2,290 | $88,014.4 | $145,002.8 | $56,988.4 | 64.75% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 5,471 | $266,170.62 | $358,788.18 | $92,617.56 | 34.8% |
Christopher Pelch Vance Wealth LLC | 39,810 | $1.56M | $2.61M | $1.05M | 67.64% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 12,626 | $612,318.72 | $814,882.04 | $202,563.32 | 33.08% |
| MH Michael Hackman HFG Advisors Inc. | 55,756 | $2.26M | $3.6M | $1.34M | 59% |
| MWM Marion Wealth Management Marion Wealth Management | 4,877 | $223,659.22 | $319,784.89 | $96,125.67 | 42.98% |
| WTM W. Travis McKinney HB Wealth Management LLC | 72,798 | $3.31M | $4.68M | $1.37M | 41.29% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 7,058 | $309,140.44 | $455,523.32 | $146,382.88 | 47.35% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 9,357 | $403,073.64 | $603,900.78 | $200,827.14 | 49.82% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 397,673 | $17.07M | $25.67M | $8.6M | 50.38% |
| RM Russell Mohberg Regatta Capital Group LLC | 36,952 | $1.78M | $2.38M | $602,317.6 | 33.79% |
Allison Tronnes Forum Financial Management LP | 4,303 | $244,367.37 | $276,446.23 | $32,078.86 | 13.13% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 13,566 | $583,718.92 | $871,547.67 | $287,828.75 | 49.31% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,451 | $184,314.76 | $285,954.49 | $101,639.73 | 55.14% |
| WJ William Jollie Quent Capital LLC | 510,422 | $22M | $32.87M | $10.87M | 49.39% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 84,478 | $4.38M | $5.45M | $1.07M | 24.55% |