| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CB Catherine Bluvol Next Level Private LLC | 1,951 | $318,620.52 | $398,706.36 | $80,085.84 | 25.14% |
D. Patrick Franklin First International Bank & Trust | 1,516 | $240,634.68 | $306,201.68 | $65,567 | 27.25% |
Brian Kellett Kellett Wealth Advisors LLC | 1,360 | $246,106.97 | $279,588.8 | $33,481.83 | 13.6% |
Andrew Burkey Joseph Group Capital Management | 479 | $81,785.53 | $97,694.44 | $15,908.91 | 19.45% |
Sean Reitenbach Prosperity Consulting Group LLC | 23,638 | $2.73M | $4.83M | $2.1M | 76.83% |
Kathleen Thornhill Confluence Wealth Services Inc. | 28,370 | $3.91M | $5.79M | $1.89M | 48.28% |
James Langer Redmont Wealth Advisors LLC | 338 | $56,435.34 | $68,970.59 | $12,535.25 | 22.21% |
Bill McVay Red Tortoise LLC | 192 | $20,022.71 | $39,176.64 | $19,153.93 | 95.66% |
Samantha Pierangeli City State Bank | 2,251 | $229,603.73 | $461,252.41 | $231,648.68 | 100.89% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 9,287 | $855,126 | $1.86M | $1M | 117.52% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,555 | $249,854.46 | $318,316.27 | $68,461.81 | 27.4% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,247 | $206,178.98 | $249,393.76 | $43,214.78 | 20.96% |
| EI Excelsior Investors Intelligent Financial Strategies | 470 | $44,650 | $94,944.7 | $50,294.7 | 112.64% |
| TA Thomas Anderton 626 Financial LLC | 2,266 | $222,559.78 | $458,343.82 | $235,784.04 | 105.94% |
Morgan Christen Spinnaker Investment Group LLC | 2,333 | $422,063.03 | $475,372.08 | $53,309.05 | 12.63% |
W. Travis McKinney HB Wealth Management LLC | 104,512 | $13.85M | $20.89M | $7.05M | 50.89% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 8,000 | $1.28M | $1.64M | $351,244 | 27.35% |
Daniel Forbes Forbes Financial Planning Inc. | 3,461 | $629,526.19 | $710,352.94 | $80,826.75 | 12.84% |
| MC mike Chen Byrne Asset Management LLC | 1,043 | $121,713.45 | $213,053.61 | $91,340.16 | 75.05% |
Mark Perrault Intergy Private Wealth LLC | 2,591 | $380,036.12 | $528,745.37 | $148,709.25 | 39.13% |