| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Flack Intrinsic Value Partners LLC | 1,055 | $195,618.1 | $270,449.26 | $74,831.16 | 38.25% |
| CB Catherine Bluvol Next Level Private LLC | 4,932 | $853,696.31 | $1.26M | $410,621.94 | 48.1% |
Brian Kellett Kellett Wealth Advisors LLC | 2,513 | $454,329.59 | $644,207.58 | $189,877.99 | 41.79% |
Andrew Burkey Joseph Group Capital Management | 589 | $130,875.51 | $150,153.76 | $19,278.25 | 14.73% |
Sean Reitenbach Prosperity Consulting Group LLC | 20,528 | $3.55M | $5.26M | $1.71M | 48.11% |
Kathleen Thornhill Confluence Wealth Services Inc. | 49,349 | $8.9M | $12.65M | $3.76M | 42.22% |
Christopher H. Jackson Drystone LLC | 22,123 | $3.77M | $5.67M | $1.9M | 50.26% |
James Langer Redmont Wealth Advisors LLC | 602 | $101,344.9 | $154,322.71 | $52,977.81 | 52.27% |
Bill McVay Red Tortoise LLC | 455 | $77,834.12 | $116,639.25 | $38,805.13 | 49.86% |
Gery Sadzewicz Forum Private Client Group LLC | 1,180 | $219,267.76 | $302,493.01 | $83,225.25 | 37.96% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 2,035 | $359,483.62 | $521,672.27 | $162,188.65 | 45.12% |
Samantha Pierangeli City State Bank | 11,234 | $1.95M | $2.88M | $932,583.67 | 47.89% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 2,138 | $378,935.14 | $554,255.1 | $175,319.96 | 46.27% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 1,072 | $221,850.4 | $274,807.21 | $52,956.81 | 23.87% |
Christopher Pelch Vance Wealth LLC | 19,653 | $3.27M | $5.04M | $1.77M | 53.95% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 2,745 | $436,925.11 | $703,680.78 | $266,755.67 | 61.05% |
Roger Steed KRS Capital Management LLC | 1,700 | $291,311.44 | $435,795.02 | $144,483.58 | 49.6% |
Brett Lee Planning Center Inc. | 3,075 | $560,144.2 | $788,276.28 | $228,132.08 | 40.73% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,774 | $274,123.34 | $454,764.92 | $180,641.58 | 65.9% |
| EI Excelsior Investors Intelligent Financial Strategies | 935 | $163,896.16 | $239,687.26 | $75,791.1 | 46.24% |