| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 70,174 | $5.53M | $7.62M | $2.09M | 37.76% |
Eric Lai Archvest Wealth Advisors Inc. | 5,492 | $527,475.26 | $579,845.36 | $52,370.1 | 9.93% |
| CC Cheung Chan Chemistry Wealth Management LLC | 7,743 | $588,927.03 | $817,505.94 | $228,578.91 | 38.81% |
| CB Catherine Bluvol Next Level Private LLC | 3,669 | $266,717.26 | $387,373.02 | $120,655.76 | 45.24% |
Andrew Burkey Joseph Group Capital Management | 3,249 | $287,722.65 | $349,040.07 | $61,317.42 | 21.31% |
Sean Reitenbach Prosperity Consulting Group LLC | 1.15M | $108.59M | $124.97M | $16.38M | 15.09% |
Kathleen Thornhill Confluence Wealth Services Inc. | 762,478 | $61.92M | $80.5M | $18.58M | 30.01% |
Bill McVay Red Tortoise LLC | 13,713 | $1.07M | $1.45M | $377,629.53 | 35.29% |
Gery Sadzewicz Forum Private Client Group LLC | 5,850 | $441,241.48 | $634,725 | $193,483.52 | 43.85% |
Samantha Pierangeli City State Bank | 1,610 | $106,697.64 | $169,983.8 | $63,286.16 | 59.31% |
Christopher Pelch Vance Wealth LLC | 4,350 | $388,846.5 | $472,584 | $83,737.5 | 21.53% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 20,172 | $1.8M | $2.19M | $385,486.92 | 21.38% |
Michael Hackman HFG Advisors Inc. | 29,468 | $2.38M | $3.2M | $819,160.1 | 34.42% |
| MWM Marion Wealth Management Marion Wealth Management | 5,259 | $422,782.85 | $555,245.22 | $132,462.37 | 31.33% |
W. Travis McKinney HB Wealth Management LLC | 293,508 | $23.91M | $30.99M | $7.08M | 29.63% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 1,925 | $179,932.79 | $203,241.5 | $23,308.71 | 12.95% |
Taylor Fairman Eagle Rock Investment Company LLC | 10,809 | $822,832.78 | $1.14M | $318,381.44 | 38.69% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,740 | $596,271.2 | $623,593.6 | $27,322.4 | 4.58% |
Allison Tronnes Forum Financial Management LP | 5,091 | $367,990.78 | $537,507.78 | $169,517 | 46.07% |
| DC Debora Caley Richwood Investment Advisors LLC | 38,520 | $3.2M | $4.07M | $868,613.91 | 27.16% |