| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 525 | $110,523 | $218,515.5 | $107,992.5 | 97.71% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,836 | $487,451.35 | $772,239.96 | $284,788.61 | 58.42% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 9,565 | $2.53M | $4.02M | $1.49M | 59.04% |
| TA Thomas Anderton 626 Financial LLC | 691 | $205,600.14 | $291,152.86 | $85,552.72 | 41.61% |
Michael Hackman HFG Advisors Inc. | 11,961 | $3.03M | $5.04M | $2.01M | 66.34% |
W. Travis McKinney HB Wealth Management LLC | 43,288 | $12.15M | $18.24M | $6.09M | 50.09% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 561 | $229,729.5 | $236,534.43 | $6,804.93 | 2.96% |
Courtney Lawson Autumn Glory Partners LLC | 591 | $200,685.87 | $248,036.79 | $47,350.92 | 23.59% |
Allison Tronnes Forum Financial Management LP | 5,702 | $1.4M | $2.38M | $975,403.89 | 69.62% |
Paul Elam Oak Harbor Wealth Partners LLC | 125 | $39,979.44 | $52,463.75 | $12,484.31 | 31.23% |
Christopher Clancy Global Wealth Strategies & Associates | 1,414 | $322,443.67 | $592,515.49 | $270,071.82 | 83.76% |
William Jollie Quent Capital LLC | 281 | $102,690.96 | $118,399.35 | $15,708.39 | 15.3% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 592 | $201,212.33 | $247,941.44 | $46,729.11 | 23.22% |
Dalila Toledo Ascent Group LLC | 10,506 | $3.01M | $4.37M | $1.36M | 45.14% |
| EM Erin Mccann Simplicity Wealth LLC | 3,386 | $1.11M | $1.42M | $315,320.88 | 28.44% |
Patrick O'Connell Security Financial Services Inc. | 8,474 | $1.75M | $3.56M | $1.81M | 103.87% |
Michael Byun SageView Advisory Group LLC | 575 | $184,418.42 | $239,789.37 | $55,370.95 | 30.02% |
Thomas Mason Mason & Associates Inc. | 166,139 | $62.08M | $69.94M | $7.86M | 12.65% |
Kristofer Gray Integrity Financial Corp. /WA | 416 | $152,039.68 | $174,224.96 | $22,185.28 | 14.59% |
Mark Vicencio Lowery Thomas LLC | 14,833 | $3.94M | $6.24M | $2.3M | 58.35% |