| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 909 | $545,713.14 | $647,989.74 | $102,276.6 | 18.74% |
Cole Bruner Buska Wealth Management LLC | 25,444 | $12.46M | $18.42M | $5.96M | 47.82% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 897 | $378,366.13 | $649,535.64 | $271,169.51 | 71.67% |
Samantha Pierangeli City State Bank | 592 | $256,082.29 | $420,527.2 | $164,444.91 | 64.22% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 440 | $187,241.69 | $318,736 | $131,494.31 | 70.23% |
Christopher Pelch Vance Wealth LLC | 10,336 | $4.13M | $7.45M | $3.32M | 80.4% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 503 | $308,886.54 | $364,534.16 | $55,647.62 | 18.02% |
Roger Steed KRS Capital Management LLC | 333 | $245,221.21 | $241,514.91 | -$3,706.3 | -1.51% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,096 | $673,209.5 | $786,873.21 | $113,663.71 | 16.88% |
Brett Lee Planning Center Inc. | 467 | $343,898.81 | $338,164.04 | -$5,734.77 | -1.67% |
John Swift Benchmark Investment Advisors LLC | 843 | $504,904.07 | $610,938.96 | $106,034.89 | 21% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,934 | $1.62M | $2.14M | $513,374.79 | 31.64% |
Suzanne Hammer 5th Street Advisors LLC | 371 | $214,133.78 | $268,173.64 | $54,039.86 | 25.24% |
| TA Thomas Anderton 626 Financial LLC | 409 | $244,275.88 | $296,635.43 | $52,359.55 | 21.43% |
Morgan Christen Spinnaker Investment Group LLC | 302 | $222,399.55 | $216,688.02 | -$5,711.53 | -2.57% |
Michael Hackman HFG Advisors Inc. | 17,689 | $6.92M | $12.88M | $5.95M | 85.96% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 6,245 | $3.48M | $4.52M | $1.05M | 30.11% |
| MWM Marion Wealth Management Marion Wealth Management | 331 | $243,748.41 | $238,468.95 | -$5,279.46 | -2.17% |
Randy D. Kurtz Upper Left Wealth Management LLC | 756 | $368,417.94 | $542,770.21 | $174,352.27 | 47.32% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 5,092 | $2.09M | $3.68M | $1.59M | 75.89% |