| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 123,463 | $15.77M | $20.45M | $4.68M | 29.69% |
Bill McVay Red Tortoise LLC | 4,316 | $488,635.43 | $714,298 | $225,662.57 | 46.18% |
Samantha Pierangeli City State Bank | 444 | $54,102.7 | $73,548.6 | $19,445.9 | 35.94% |
Christopher Pelch Vance Wealth LLC | 21,955 | $2.53M | $3.68M | $1.14M | 44.99% |
W. Travis McKinney HB Wealth Management LLC | 8,701 | $1.12M | $1.45M | $330,762.91 | 29.57% |
Mark Perrault Intergy Private Wealth LLC | 6,926 | $710,737.03 | $1.15M | $438,147.85 | 61.65% |
Michelle McCarthy Vantage Financial Partners LLC | 2,427 | $320,970.75 | $404,726.52 | $83,755.77 | 26.09% |
Paul Elam Oak Harbor Wealth Partners LLC | 862 | $105,089.25 | $143,695.4 | $38,606.15 | 36.74% |
Dalila Toledo Ascent Group LLC | 26,936 | $3.29M | $4.46M | $1.17M | 35.54% |
| EM Erin Mccann Simplicity Wealth LLC | 36,715 | $4.88M | $6.1M | $1.22M | 24.97% |
Jason DeBerry BancFirst Trust & Investment Management | 1,271 | $209,206.61 | $211,036.84 | $1,830.23 | 0.87% |
Michael Byun SageView Advisory Group LLC | 9,455 | $1.25M | $1.57M | $317,670.3 | 25.44% |
Nichole Raftopoulos Nvest Financial LLC | 14,458 | $1.95M | $2.41M | $458,883.18 | 23.47% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,500 | $352,625 | $419,100 | $66,475 | 18.85% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,688 | $238,092.4 | $281,659.68 | $43,567.28 | 18.3% |
Scott Williams Investmark Advisory Group LLC | 1,976 | $280,197.72 | $329,982.12 | $49,784.4 | 17.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,266 | $1.49M | $2.38M | $890,183.47 | 59.89% |
Matthew Heller Willner & Heller LLC | 4,004 | $469,705.38 | $668,968.3 | $199,262.92 | 42.42% |
Edward Lowndes Angeles Wealth Management LLC | 1,811 | $298,090.62 | $300,028.37 | $1,937.75 | 0.65% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 8,103 | $969,472.04 | $1.35M | $376,638.83 | 38.85% |