| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 77,263 | $5.15M | $7.09M | $1.94M | 37.67% |
Kathleen Thornhill Confluence Wealth Services Inc. | 44,125 | $3.09M | $4.05M | $959,872.93 | 31.06% |
James Langer Redmont Wealth Advisors LLC | 458 | $32,403.5 | $42,035.24 | $9,631.74 | 29.72% |
Bill McVay Red Tortoise LLC | 573 | $36,484.23 | $52,589.94 | $16,105.71 | 44.14% |
Cole Bruner Buska Wealth Management LLC | 3,878 | $246,834.7 | $358,327.2 | $111,492.5 | 45.17% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 8,605 | $615,887.3 | $793,381 | $177,493.7 | 28.82% |
Samantha Pierangeli City State Bank | 14,936 | $939,676.06 | $1.39M | $447,728.98 | 47.65% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,001 | $238,471.29 | $369,192.27 | $130,720.98 | 54.82% |
Roger Steed KRS Capital Management LLC | 2,482 | $201,712.14 | $227,797.96 | $26,085.82 | 12.93% |
| JCC Jason Cyril Crawshaw William Allan Corp | 11,501 | $698,585.34 | $1.04M | $337,769.77 | 48.35% |
Brett Lee Planning Center Inc. | 5,333 | $322,928.34 | $491,809.26 | $168,880.92 | 52.3% |
| EI Excelsior Investors Intelligent Financial Strategies | 321 | $19,231.27 | $29,695.07 | $10,463.8 | 54.41% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,981 | $246,507.26 | $367,048.2 | $120,540.94 | 48.9% |
Suzanne Hammer 5th Street Advisors LLC | 3,800 | $265,658 | $352,032 | $86,374 | 32.51% |
| TA Thomas Anderton 626 Financial LLC | 3,453 | $189,682.54 | $316,985.4 | $127,302.86 | 67.11% |
Morgan Christen Spinnaker Investment Group LLC | 8,126 | $524,227.77 | $732,233.86 | $208,006.09 | 39.68% |
| MWM Marion Wealth Management Marion Wealth Management | 27,241 | $1.9M | $2.5M | $602,049.49 | 31.72% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 4,888 | $303,772.02 | $440,457.68 | $136,685.66 | 45% |
W. Travis McKinney HB Wealth Management LLC | 691,443 | $45.85M | $63.61M | $17.76M | 38.74% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 15,475 | $869,285.45 | $1.43M | $561,378.3 | 64.58% |