| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Yarger Yarger Wealth Strategies LLC | 3,307 | $473,229.19 | $725,291.27 | $252,062.08 | 53.26% |
Clint Dunn Beaird Harris Wealth Management LLC | 548 | $94,981.71 | $120,187.37 | $25,205.66 | 26.54% |
Penny A. Phillips Journey Strategic Wealth LLC | 106,928 | $20.66M | $23.45M | $2.79M | 13.52% |
Russell Kartub Insight Inv LLC | 11,364 | $2.23M | $2.49M | $262,834.94 | 11.79% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 1,415 | $283,344.27 | $310,337.81 | $26,993.54 | 9.53% |
Caroline Jankowski Operose Advisors LLC | 751 | $142,438.65 | $164,709.33 | $22,270.68 | 15.64% |
Jay Richards Investment Advisory Group LLC | 5,011 | $728,763.01 | $1.13M | $397,860.12 | 54.59% |
| CB Catherine Bluvol Next Level Private LLC | 1,084 | $237,862.11 | $237,742.89 | -$119.22 | -0.05% |
Brian Kellett Kellett Wealth Advisors LLC | 5,113 | $866,483.46 | $1.12M | $254,899.75 | 29.42% |
Sean Reitenbach Prosperity Consulting Group LLC | 265,068 | $51.75M | $58.13M | $6.38M | 12.33% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,616 | $278,340.4 | $354,421.14 | $76,080.74 | 27.33% |
Bill McVay Red Tortoise LLC | 25,217 | $3.35M | $5.53M | $2.18M | 65.26% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 7,407 | $1.63M | $1.62M | -$814.63 | -0.05% |
Samantha Pierangeli City State Bank | 114 | $18,735.9 | $25,002.48 | $6,266.58 | 33.45% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,877 | $276,289.73 | $411,663.66 | $135,373.93 | 49% |
W. Travis McKinney HB Wealth Management LLC | 17,850 | $3.43M | $3.91M | $488,429.22 | 14.25% |
Mark Perrault Intergy Private Wealth LLC | 1,284 | $281,748.11 | $281,606.89 | -$141.22 | -0.05% |
Russell Mohberg Regatta Capital Group LLC | 107,966 | $17.25M | $23.68M | $6.43M | 37.26% |
Jeremy Baltz Raleigh Capital Management Inc. | 568 | $99,368.01 | $124,573.77 | $25,205.76 | 25.37% |
Michelle McCarthy Vantage Financial Partners LLC | 2,940 | $527,142 | $644,800.83 | $117,658.83 | 22.32% |