| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Patrick Franklin First International Bank & Trust | 3,185 | $188,206.88 | $260,118.63 | $71,911.75 | 38.21% |
Brian Kellett Kellett Wealth Advisors LLC | 5,396 | $340,346.55 | $440,690.78 | $100,344.23 | 29.48% |
Andrew Burkey Joseph Group Capital Management | 773 | $55,483.33 | $63,130.83 | $7,647.5 | 13.78% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 75,280 | $4.99M | $6.15M | $1.16M | 23.22% |
Kathleen Thornhill Confluence Wealth Services Inc. | 28,928 | $1.85M | $2.36M | $507,687.49 | 27.37% |
| JL James Langer Redmont Wealth Advisors LLC | 458 | $32,403.5 | $37,404.81 | $5,001.31 | 15.43% |
Bill McVay Red Tortoise LLC | 573 | $36,484.23 | $47,054.76 | $10,570.53 | 28.97% |
Cole Bruner Buska Wealth Management LLC | 3,886 | $247,343.9 | $317,369.23 | $70,025.33 | 28.31% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 9,045 | $647,400.1 | $738,704.25 | $91,304.15 | 14.1% |
| SP Samantha Pierangeli City State Bank | 14,936 | $939,676.06 | $1.22M | $280,145.57 | 29.81% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,943 | $233,757.63 | $322,024.42 | $88,266.79 | 37.76% |
| RS Roger Steed KRS Capital Management LLC | 2,482 | $201,712.14 | $203,821.84 | $2,109.7 | 1.05% |
| JCC Jason Cyril Crawshaw William Allan Corp | 12,006 | $728,464.33 | $980,528.82 | $252,064.49 | 34.6% |
Brett Lee Planning Center Inc. | 5,318 | $321,709.29 | $434,320.53 | $112,611.24 | 35% |
| EI Excelsior Investors Intelligent Financial Strategies | 319 | $19,068.73 | $26,052.7 | $6,983.97 | 36.63% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 5,302 | $324,723.67 | $433,013.81 | $108,290.14 | 33.35% |
| SH Suzanne Hammer 5th Street Advisors LLC | 3,800 | $265,658 | $310,345.62 | $44,687.62 | 16.82% |
| TA Thomas Anderton 626 Financial LLC | 3,450 | $189,438.73 | $283,314 | $93,875.27 | 49.55% |
| MC Morgan Christen Spinnaker Investment Group LLC | 8,800 | $565,463.09 | $718,695.12 | $153,232.03 | 27.1% |
| MWM Marion Wealth Management Marion Wealth Management | 27,241 | $1.9M | $2.22M | $326,640.26 | 17.21% |