| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Kaczmarczyk Dravo Bay LLC | 12,411 | $281,729.7 | $361,904.76 | $80,175.06 | 28.46% |
| JL James Langer Redmont Wealth Advisors LLC | 19 | $409.07 | $554.04 | $144.97 | 35.44% |
Bill McVay Red Tortoise LLC | 98,340 | $1.69M | $2.86M | $1.17M | 69.45% |
Brett Lee Planning Center Inc. | 10,431 | $196,408.9 | $304,167.96 | $107,759.06 | 54.86% |
| MC Morgan Christen Spinnaker Investment Group LLC | 485,549 | $10.02M | $14.13M | $4.11M | 40.98% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 14,690 | $233,324.57 | $427,593.58 | $194,269.01 | 83.26% |
| WTM W. Travis McKinney HB Wealth Management LLC | 6.6M | $111.34M | $191.47M | $80.13M | 71.96% |
| MC mike Chen Byrne Asset Management LLC | 2,020 | $58,499.2 | $58,642.82 | $143.62 | 0.25% |
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 117,806 | $2.33M | $3.39M | $1.06M | 45.5% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 96,394 | $2.3M | $2.81M | $502,991.5 | 21.84% |
| SC Sue Cox BetterWealth LLC | 9,469 | $237,671.9 | $275,621.76 | $37,949.86 | 15.97% |
Jeremy Baltz Raleigh Capital Management Inc. | 500 | $11,350 | $14,515.55 | $3,165.55 | 27.89% |
Allison Tronnes Forum Financial Management LP | 30,502 | $614,554.02 | $885,506.61 | $270,952.59 | 44.09% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 2,503 | $62,825.3 | $72,664.84 | $9,839.54 | 15.66% |
| LWL Leo Wealth LLC Leo Wealth LLC | 178,226 | $4.65M | $5.17M | $520,987.21 | 11.2% |
| WJ William Jollie Quent Capital LLC | 4,695 | $121,079.73 | $136,389.75 | $15,310.02 | 12.64% |
Michael Byun SageView Advisory Group LLC | 127,348 | $2.88M | $3.7M | $819,700.03 | 28.46% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,426 | $232,857.17 | $447,833.75 | $214,976.58 | 92.32% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 22,386 | $512,335.36 | $649,890.2 | $137,554.84 | 26.85% |
Brian Clay Clay Northam Wealth Management LLC | 21,521 | $405,218.91 | $624,778.3 | $219,559.39 | 54.18% |