| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 230,779 | $8.22M | $10.15M | $1.93M | 23.45% |
Chandler te Velde Maia Wealth LLC | 7,836 | $275,435.4 | $344,627.28 | $69,191.88 | 25.12% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 9,646 | $296,081.33 | $427,462.49 | $131,381.16 | 44.37% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 37,942 | $1.21M | $1.67M | $462,633.64 | 38.38% |
Lynda Bartsch Chaney Capital Management, Inc. | 411,887 | $13.15M | $18.03M | $4.88M | 37.13% |
Josephine Lee New Insight Wealth Advisors | 17,107 | $519,556.1 | $751,852.65 | $232,296.55 | 44.71% |
Rana Choubah Meridian Financial Advisors, LLC | 20,352 | $562,063.71 | $899,558.4 | $337,494.69 | 60.05% |
Barry Carpenter Cascades Capital Asset Management, LLC | 10,732 | $469,098 | $475,016.56 | $5,918.56 | 1.26% |
Eric Seger Integrated Capital Management LLC | 377,231 | $13.33M | $16.51M | $3.19M | 23.91% |
Tim Rowsey Lighthouse Wealth Management Inc. | 34,155 | $1.49M | $1.5M | $7,942.55 | 0.53% |
| VRI Valued Retirements Inc. Valued Retirements Inc. | 7,555 | $244,661.02 | $331,891.15 | $87,230.13 | 35.65% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 298,921 | $8.09M | $13.17M | $5.09M | 62.92% |
Elizabeth Arce Sovran Advisors LLC | 4,772 | $156,569.25 | $209,252.2 | $52,682.95 | 33.65% |
| MP Megan Parrish Berkeley Inc. | 664,929 | $21.56M | $29.15M | $7.6M | 35.25% |
May Barnhard Investments LLC May Barnhard Investments LLC | 90,510 | $3.9M | $3.97M | $64,673.95 | 1.66% |
| MK Matthew Klein Matauro LLC | 7,009 | $211,230.98 | $310,393.56 | $99,162.58 | 46.95% |
Centerpoint Advisory Group Centerpoint Advisory Group | 8,347 | $245,384.47 | $366,850.65 | $121,466.18 | 49.5% |