| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 11,593 | $7.48M | $8.97M | $1.49M | 19.9% |
Mark Weber DecisionMap Wealth Management, LLC | 21,569 | $13.21M | $16.71M | $3.5M | 26.49% |
Riley Stephenson Stephenson & Company, Inc. | 40,539 | $20.95M | $31.34M | $10.39M | 49.6% |
James Rankin Modern Wealth Management, LLC | 198,582 | $129.88M | $153.89M | $24.01M | 18.49% |
KKM Financial LLC KKM Financial LLC | 423 | $289,729.59 | $327,939.21 | $38,209.62 | 13.19% |
Joseph C. Gissy Tactive Advisors, LLC | 487 | $316,030.02 | $375,406.38 | $59,376.36 | 18.79% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 11,111 | $7.44M | $8.56M | $1.13M | 15.14% |
Menachem Striks Morton Capital Management LLC/CA | 2,767 | $1.5M | $2.14M | $640,049.4 | 42.59% |
David Vollmer PFS Partners, LLC | 10,949 | $5.35M | $8.41M | $3.06M | 57.09% |
Benj Foor Frazier Financial Advisors, LLC | 1,253 | $765,207.95 | $962,222.55 | $197,014.6 | 25.75% |
Derek Ripp Austin Wealth Management, LLC | 917 | $454,364.48 | $711,647.02 | $257,282.54 | 56.62% |
Angela Kelley HTLF Bank | 9,050 | $4.33M | $6.99M | $2.66M | 61.57% |
Lydia Gallas Harbour Trust & Investment Management Co | 526 | $258,256.75 | $407,355.44 | $149,098.69 | 57.73% |
Scott L. Comeau BCU Wealth Advisors, LLC | 13,928 | $8.73M | $10.68M | $1.95M | 22.35% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 738 | $494,675.39 | $571,699.08 | $77,023.69 | 15.57% |
Amir Har-El Savvy Advisors, Inc. | 115,160 | $74.36M | $89.08M | $14.72M | 19.79% |
Ann Keitner Quantum Portfolio Management LLC | 21 | $15,727 | $16,094.82 | $367.82 | 2.34% |
Joseph Morrison Sentry LLC | 19,936 | $8.86M | $15.45M | $6.59M | 74.44% |
Cindi Hill Keener Financial Planning LLC | 1,781 | $876,022.91 | $1.38M | $500,796.95 | 57.17% |
David W. Lewis Lewis Asset Management, LLC | 1,023 | $673,808.11 | $788,743.23 | $114,935.12 | 17.06% |