| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 28,923 | $2.02M | $2.83M | $815,200.37 | 40.37% |
Jay Richards Investment Advisory Group LLC | 10,062 | $751,159.78 | $951,261.48 | $200,101.7 | 26.64% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,634 | $603,197.64 | $816,258.36 | $213,060.72 | 35.32% |
Gery Sadzewicz Forum Private Client Group LLC | 111,851 | $7.37M | $10.94M | $3.57M | 48.46% |
Brett Lee Planning Center Inc. | 4,822 | $336,623.82 | $455,871.88 | $119,248.06 | 35.42% |
W. Travis McKinney HB Wealth Management LLC | 180,736 | $12.62M | $17.09M | $4.47M | 35.45% |
| MC mike Chen Byrne Asset Management LLC | 13,677 | $1.06M | $1.29M | $230,712.44 | 21.72% |
Russell Mohberg Regatta Capital Group LLC | 289,517 | $22.11M | $28.31M | $6.2M | 28.02% |
Jeremy Baltz Raleigh Capital Management Inc. | 5,270 | $486,347.04 | $498,225.8 | $11,878.76 | 2.44% |
Michelle McCarthy Vantage Financial Partners LLC | 319,489 | $23.07M | $30.2M | $7.13M | 30.92% |
Allison Tronnes Forum Financial Management LP | 2,174 | $207,486.56 | $205,529.96 | -$1,956.6 | -0.94% |
William Jollie Quent Capital LLC | 12 | $1,145.28 | $1,168.08 | $22.8 | 1.99% |
Dalila Toledo Ascent Group LLC | 104,388 | $7.16M | $9.87M | $2.71M | 37.79% |
| EM Erin Mccann Simplicity Wealth LLC | 39,139 | $2.73M | $3.7M | $970,082.54 | 35.53% |
Patrick O'Connell Security Financial Services Inc. | 3,811 | $280,133.11 | $360,291.94 | $80,158.83 | 28.61% |
Christopher Schurmann Summit Investment Advisory Services LLC | 3,848 | $317,767.84 | $363,789.92 | $46,022.08 | 14.48% |
Michael Byun SageView Advisory Group LLC | 32,288 | $2.32M | $3.14M | $818,606.26 | 35.22% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 8,352 | $586,789.31 | $789,598.08 | $202,808.77 | 34.56% |
Adam Grossman Mayport LLC | 11,908 | $782,003.64 | $1.16M | $377,121.08 | 48.22% |
Mark Astrinos Libra Wealth LLC | 3,485 | $243,288 | $329,471.9 | $86,183.9 | 35.42% |