| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 90,634 | $6.97M | $11.29M | $4.32M | 62.01% |
Christopher Pelch Vance Wealth LLC | 42,353 | $3.35M | $5.31M | $1.95M | 58.23% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 43,806 | $4.53M | $5.44M | $904,972.84 | 19.96% |
Brett Lee Planning Center Inc. | 3,308 | $298,795.48 | $391,402.56 | $92,607.08 | 30.99% |
Michael Hackman HFG Advisors Inc. | 13,104 | $931,465.4 | $1.63M | $701,293 | 75.29% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 15,224 | $1.16M | $1.9M | $733,628.76 | 63.07% |
W. Travis McKinney HB Wealth Management LLC | 424,224 | $36.71M | $50.19M | $13.48M | 36.72% |
| MC mike Chen Byrne Asset Management LLC | 236 | $18,439.12 | $27,923.52 | $9,484.4 | 51.44% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 3,060 | $220,271 | $383,387.4 | $163,116.4 | 74.05% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 6,650 | $769,348.06 | $833,178.5 | $63,830.44 | 8.3% |
Russell Mohberg Regatta Capital Group LLC | 3,836 | $476,316.12 | $477,275.12 | $959 | 0.2% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 2,680 | $225,816.8 | $317,097.6 | $91,280.8 | 40.42% |
Courtney Lawson Autumn Glory Partners LLC | 19,808 | $1.52M | $2.34M | $827,922.56 | 54.62% |
Michelle McCarthy Vantage Financial Partners LLC | 5,360 | $503,245.6 | $634,195.2 | $130,949.6 | 26.02% |
Allison Tronnes Forum Financial Management LP | 56,861 | $4.11M | $6.73M | $2.62M | 63.83% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,332 | $330,964.8 | $512,562.24 | $181,597.44 | 54.87% |
| LWL Leo Wealth LLC Leo Wealth LLC | 34,172 | $2.68M | $4.04M | $1.36M | 50.96% |
Christopher Clancy Global Wealth Strategies & Associates | 2,140 | $140,590.49 | $253,204.8 | $112,614.31 | 80.1% |
William Jollie Quent Capital LLC | 69,384 | $4.7M | $8.65M | $3.94M | 83.83% |
Marc H. Stone Tyler-Stone Wealth Management | 6,080 | $517,377 | $719,385.6 | $202,008.6 | 39.04% |