| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eric Lai Archvest Wealth Advisors Inc. | 1,024 | $204,108.64 | $260,602.88 | $56,494.24 | 27.68% |
| CC Cheung Chan Chemistry Wealth Management LLC | 14,185 | $2.4M | $3.53M | $1.12M | 46.72% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 14,613 | $2.53M | $3.74M | $1.21M | 47.57% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,845 | $485,851.74 | $722,942.95 | $237,091.21 | 48.8% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,734 | $501,589.73 | $694,271.96 | $192,682.23 | 38.41% |
Jay Richards Investment Advisory Group LLC | 4,311 | $738,260.84 | $1.07M | $333,496.87 | 45.17% |
| JN John Nunn Paradigm Capital Management LLC/NV | 8,100 | $1.24M | $2.07M | $834,826.5 | 67.47% |
Daniel Flack Intrinsic Value Partners LLC | 1,055 | $195,618.1 | $268,492.22 | $72,874.12 | 37.25% |
| CB Catherine Bluvol Next Level Private LLC | 4,932 | $853,696.31 | $1.23M | $372,448.21 | 43.63% |
Brian Kellett Kellett Wealth Advisors LLC | 2,571 | $469,684.51 | $651,182.88 | $181,498.37 | 38.64% |
Andrew Burkey Joseph Group Capital Management | 589 | $130,875.51 | $149,552.99 | $18,677.48 | 14.27% |
Sean Reitenbach Prosperity Consulting Group LLC | 22,450 | $4.04M | $5.7M | $1.66M | 41.06% |
Kathleen Thornhill Confluence Wealth Services Inc. | 49,349 | $8.9M | $12.53M | $3.64M | 40.87% |
Christopher H. Jackson Drystone LLC | 22,123 | $3.77M | $5.74M | $1.96M | 51.98% |
James Langer Redmont Wealth Advisors LLC | 602 | $101,344.9 | $152,853.82 | $51,508.92 | 50.83% |
Bill McVay Red Tortoise LLC | 455 | $77,834.12 | $115,529.05 | $37,694.93 | 48.43% |
Gery Sadzewicz Forum Private Client Group LLC | 1,179 | $219,082.34 | $299,218.41 | $80,136.07 | 36.58% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 2,035 | $359,483.62 | $516,452.47 | $156,968.85 | 43.67% |
Samantha Pierangeli City State Bank | 11,234 | $1.95M | $2.91M | $958,758.78 | 49.24% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 2,138 | $378,935.14 | $542,581.64 | $163,646.5 | 43.19% |