| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 13,006 | $654,234.64 | $1.27M | $611,119.1 | 93.41% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,390 | $244,497 | $231,423.7 | -$13,073.3 | -5.35% |
Bill McVay Red Tortoise LLC | 958 | $53,488.61 | $88,250.96 | $34,762.35 | 64.99% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 264,923 | $15.35M | $25.65M | $10.3M | 67.12% |
Suzanne Hammer 5th Street Advisors LLC | 87,341 | $5.64M | $8.05M | $2.41M | 42.78% |
W. Travis McKinney HB Wealth Management LLC | 53,830 | $3.33M | $4.96M | $1.63M | 48.86% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 77,245 | $7.9M | $7.52M | -$386,997.45 | -4.9% |
Jeremy Baltz Raleigh Capital Management Inc. | 40 | $2,609.45 | $3,684.8 | $1,075.35 | 41.21% |
| LWL Leo Wealth LLC Leo Wealth LLC | 156,642 | $12.32M | $14.43M | $2.11M | 17.11% |
William Jollie Quent Capital LLC | 55,891 | $2.8M | $5.29M | $2.49M | 89.08% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 7,683 | $531,815.96 | $747,479.07 | $215,663.11 | 40.55% |
Dalila Toledo Ascent Group LLC | 14,387 | $792,579.83 | $1.33M | $532,750.61 | 67.22% |
| EM Erin Mccann Simplicity Wealth LLC | 5,437 | $556,205.1 | $500,856.44 | -$55,348.66 | -9.95% |
Patrick O'Connell Security Financial Services Inc. | 15,911 | $1.13M | $1.47M | $338,618.57 | 30.04% |
Joseph J. Costigan apricus wealth LLC | 3,080 | $225,039.2 | $283,729.6 | $58,690.4 | 26.08% |
Michael Byun SageView Advisory Group LLC | 49,172 | $2.81M | $4.66M | $1.85M | 65.99% |
Samuel Miller Kraft, Davis & Associates LLC | 76,207 | $4.06M | $7.02M | $2.96M | 72.79% |
Kristen Williams Athena Investment Management | 4,940 | $237,654.54 | $455,072.8 | $217,418.26 | 91.49% |
Luther Hartwell Hodges Waycross Investment Management Co. | 15,154 | $1.55M | $1.4M | -$154,267.52 | -9.95% |
Brian Levy West Wealth Group LLC | 9,434 | $523,115.3 | $869,060.08 | $345,944.78 | 66.13% |