| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Flavin Aspire Capital Advisors LLC | 205,341 | $11.92M | $14.3M | $2.38M | 19.97% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 20,823 | $1.25M | $1.45M | $198,032.57 | 15.83% |
Jacob B. Rue Shore Point Advisors LLC | 44,643 | $2.48M | $3.1M | $623,767.08 | 25.17% |
Amir Ali Monsefi Aire Advisors LLC | 160,705 | $9.76M | $11.19M | $1.44M | 14.72% |
Jonathan Yarger Yarger Wealth Strategies LLC | 32,934 | $2.08M | $2.29M | $214,315.4 | 10.31% |
Jay Richards Investment Advisory Group LLC | 13,824 | $899,556.99 | $961,113.6 | $61,556.61 | 6.84% |
Andrew Burkey Joseph Group Capital Management | 307,601 | $20.62M | $21.32M | $693,639.94 | 3.36% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,525 | $295,276.39 | $312,858.5 | $17,582.11 | 5.95% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 2,310 | $139,794.3 | $160,290.9 | $20,496.6 | 14.66% |
Paul Elam Oak Harbor Wealth Partners LLC | 52,455 | $3.23M | $3.64M | $415,681.38 | 12.87% |
| LWL Leo Wealth LLC Leo Wealth LLC | 243,451 | $16.17M | $16.85M | $683,465.85 | 4.23% |
William Jollie Quent Capital LLC | 1,035 | $69,386.4 | $72,108.45 | $2,722.05 | 3.92% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,294 | $316,685.43 | $367,588.89 | $50,903.46 | 16.07% |
Marc H. Stone Tyler-Stone Wealth Management | 103,617 | $6.31M | $7.18M | $870,968.84 | 13.8% |
| EM Erin Mccann Simplicity Wealth LLC | 32,598 | $2.14M | $2.27M | $131,425.36 | 6.15% |
Michael Byun SageView Advisory Group LLC | 8,065 | $517,072.79 | $557,815.72 | $40,742.93 | 7.88% |
David T. Morgan High Net Worth Advisory Group LLC | 3,905 | $249,568.55 | $270,987.47 | $21,418.92 | 8.58% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 106,768 | $6.79M | $7.38M | $589,095.26 | 8.67% |
Amanda Hawley Atria Wealth Solutions Inc. | 28,723 | $1.71M | $2M | $286,942.77 | 16.74% |
Craig Johnsen Fortitude Advisory Group LLC | 11,670 | $773,148.23 | $810,248.1 | $37,099.87 | 4.8% |