| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Carne SFG Wealth Management LLC | 21,290 | $2.66M | $3.58M | $917,519.74 | 34.47% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 2,338 | $331,936.04 | $391,451.34 | $59,515.3 | 17.93% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,706 | $968,027.72 | $1.28M | $310,551.8 | 32.08% |
Caroline Jankowski Operose Advisors LLC | 15,309 | $2.47M | $2.54M | $72,343.75 | 2.93% |
Tracy A. Zullo Zullo Investment Group Inc. | 4,360 | $366,510.25 | $731,477.2 | $364,966.95 | 99.58% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,791 | $410,484.54 | $637,191.28 | $226,706.74 | 55.23% |
Brian Ramsay Wealthspan Partners LLC | 1,323 | $217,329.21 | $222,277.23 | $4,948.02 | 2.28% |
Billy DeFrance Lauterbach Financial Advisors LLC | 20,194 | $2.27M | $3.38M | $1.11M | 48.89% |
John Gorlow Cardiff Park Advisors LLC | 16,763 | $1.46M | $2.79M | $1.33M | 91% |
Jay Richards Investment Advisory Group LLC | 49,620 | $5.58M | $8.3M | $2.72M | 48.7% |
| CB Catherine Bluvol Next Level Private LLC | 4,423 | $556,255.62 | $743,174.57 | $186,918.95 | 33.6% |
Sean Reitenbach Prosperity Consulting Group LLC | 21,220 | $3.11M | $3.53M | $417,643.84 | 13.43% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,814 | $529,680.75 | $633,696.1 | $104,015.35 | 19.64% |
Bill McVay Red Tortoise LLC | 118 | $17,545.42 | $19,609.83 | $2,064.41 | 11.77% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 1,336 | $219,464.72 | $223,766.64 | $4,301.92 | 1.96% |
Samantha Pierangeli City State Bank | 112 | $14,730.43 | $18,586.4 | $3,855.97 | 26.18% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,783 | $205,579.9 | $298,839.71 | $93,259.81 | 45.36% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 3,045 | $341,875.9 | $510,204.94 | $168,329.04 | 49.24% |
W. Travis McKinney HB Wealth Management LLC | 998,509 | $101.95M | $167.76M | $65.81M | 64.56% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 91,607 | $10.2M | $15.21M | $5.01M | 49.17% |