| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 4,102 | $680,079.8 | $857,687.18 | $177,607.38 | 26.12% |
Jay Richards Investment Advisory Group LLC | 1,989 | $330,538.08 | $418,953.01 | $88,414.93 | 26.75% |
Kelly Kaczmarczyk Dravo Bay LLC | 4,385 | $645,416.82 | $918,438.25 | $273,021.43 | 42.3% |
James Langer Redmont Wealth Advisors LLC | 430 | $60,544 | $90,026.95 | $29,482.95 | 48.7% |
Bill McVay Red Tortoise LLC | 791 | $110,676.16 | $165,160.8 | $54,484.64 | 49.23% |
Samantha Pierangeli City State Bank | 523 | $72,524.41 | $109,123.95 | $36,599.54 | 50.47% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,303 | $866,579.32 | $1.11M | $247,660.52 | 28.58% |
Christopher Pelch Vance Wealth LLC | 12,667 | $1.82M | $2.68M | $862,051.28 | 47.4% |
| TA Thomas Anderton 626 Financial LLC | 8,151 | $1.2M | $1.72M | $517,609.76 | 43.19% |
| MWM Marion Wealth Management Marion Wealth Management | 51,511 | $8.09M | $10.9M | $2.8M | 34.66% |
W. Travis McKinney HB Wealth Management LLC | 48,958 | $7.9M | $10.31M | $2.4M | 30.41% |
Allison Tronnes Forum Financial Management LP | 3,204 | $526,050.92 | $668,835 | $142,784.08 | 27.14% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,004 | $321,222.62 | $418,445.22 | $97,222.6 | 30.27% |
William Jollie Quent Capital LLC | 112 | $20,956.86 | $23,580.48 | $2,623.62 | 12.52% |
Dalila Toledo Ascent Group LLC | 3,696 | $575,842.24 | $771,170.4 | $195,328.16 | 33.92% |
| YH Yanjuan Huang Vienna Asset Management LLC | 2,927 | $647,452.4 | $614,113.87 | -$33,338.53 | -5.15% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 1,430 | $220,307.1 | $299,484.9 | $79,177.8 | 35.94% |
Kristofer Gray Integrity Financial Corp. /WA | 282 | $51,101.22 | $59,046.57 | $7,945.35 | 15.55% |
Mark Vicencio Lowery Thomas LLC | 6,666 | $1.04M | $1.4M | $357,278.98 | 34.34% |
Kristen Williams Athena Investment Management | 1,325 | $205,812.25 | $279,628 | $73,815.75 | 35.87% |