| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NZ Nabeed Zaman Eagle Strategies LLC | 27,853 | $987,114.9 | $1.48M | $495,639.55 | 50.21% |
Jason Whitby Stone Summit Wealth LLC | 16,455 | $520,914.63 | $875,981.92 | $355,067.29 | 68.16% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 323 | $12,070.51 | $17,194.9 | $5,124.39 | 42.45% |
| DM David Mailloux WealthCare Investment Partners LLC | 139,168 | $4.54M | $7.41M | $2.87M | 63.15% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 4,127 | $201,934.11 | $217,327.82 | $15,393.71 | 7.62% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,994 | $165,850.74 | $265,905.53 | $100,054.79 | 60.33% |
Caroline Jankowski Operose Advisors LLC | 1,339 | $48,391.46 | $71,295.05 | $22,903.59 | 47.33% |
Brian Ramsay Wealthspan Partners LLC | 96,264 | $3.24M | $5.13M | $1.89M | 58.26% |
Billy DeFrance Lauterbach Financial Advisors LLC | 7,976 | $256,313.28 | $424,602.36 | $168,289.08 | 65.66% |
John Gorlow Cardiff Park Advisors LLC | 1,200 | $38,391.74 | $63,894 | $25,502.26 | 66.43% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 27,418 | $1.29M | $1.46M | $171,992.59 | 13.35% |
Bill McVay Red Tortoise LLC | 456,225 | $15.45M | $24.08M | $8.64M | 55.9% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 14,580 | $491,783.4 | $776,312.1 | $284,528.7 | 57.86% |
| EI Excelsior Investors Intelligent Financial Strategies | 646 | $25,852.92 | $34,396.27 | $8,543.35 | 33.05% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,026 | $274,433.03 | $370,762.02 | $96,328.99 | 35.1% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 82,565 | $2.96M | $4.36M | $1.4M | 47.46% |
| SC Sue Cox BetterWealth LLC | 5,281 | $258,399.33 | $278,783.99 | $20,384.66 | 7.89% |
| EM Erin Mccann Simplicity Wealth LLC | 5,594 | $233,539.23 | $295,195.38 | $61,656.15 | 26.4% |
| PO Patrick O'Connell Security Financial Services Inc. | 12,465 | $515,743.47 | $662,639.4 | $146,895.93 | 28.48% |
Michael Byun SageView Advisory Group LLC | 7,686 | $318,020.3 | $405,782.37 | $87,762.07 | 27.6% |