| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 27,831 | $2.05M | $2.78M | $729,475.73 | 35.5% |
| HKM Heather K. Mellem P/E Global LLC | 168,838 | $15.31M | $16.59M | $1.28M | 8.38% |
Kelly Kaczmarczyk Dravo Bay LLC | 33,681 | $2.4M | $3.39M | $987,218.13 | 41.16% |
Sean Reitenbach Prosperity Consulting Group LLC | 120,406 | $10M | $12.16M | $2.16M | 21.65% |
Kathleen Thornhill Confluence Wealth Services Inc. | 74,064 | $5.62M | $7.28M | $1.65M | 29.42% |
Bill McVay Red Tortoise LLC | 92,305 | $6.43M | $9.07M | $2.64M | 40.98% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 86,308 | $7.67M | $8.48M | $807,764.86 | 10.53% |
Samantha Pierangeli City State Bank | 3,330 | $207,979 | $327,172.5 | $119,193.5 | 57.31% |
| TA Thomas Anderton 626 Financial LLC | 2,998 | $271,699.34 | $294,553.5 | $22,854.16 | 8.41% |
Michael Hackman HFG Advisors Inc. | 2,240 | $200,390.4 | $226,419.2 | $26,028.8 | 12.99% |
| MWM Marion Wealth Management Marion Wealth Management | 343,708 | $20.04M | $33.77M | $13.73M | 68.5% |
Randy D. Kurtz Upper Left Wealth Management LLC | 2,770 | $231,239.6 | $272,152.5 | $40,912.9 | 17.69% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,341 | $284,715.71 | $328,253.25 | $43,537.54 | 15.29% |
W. Travis McKinney HB Wealth Management LLC | 216,717 | $15.98M | $21.29M | $5.32M | 33.27% |
Tim Burch UNC Management Company Inc. | 2.04M | $187.88M | $206.17M | $18.29M | 9.74% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 18,193 | $1.34M | $1.79M | $443,654.34 | 33.01% |
Mark Perrault Intergy Private Wealth LLC | 3,272 | $316,009.76 | $321,474 | $5,464.24 | 1.73% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 3,380 | $302,435.2 | $332,085 | $29,649.8 | 9.8% |
Russell Mohberg Regatta Capital Group LLC | 7,530 | $543,828.92 | $760,605.3 | $216,776.38 | 39.86% |
Jeremy Baltz Raleigh Capital Management Inc. | 8,916 | $787,317.61 | $875,997 | $88,679.39 | 11.26% |