| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Bulman Inc. Chris Bulman Inc | 214,147 | $6.06M | $7.37M | $1.31M | 21.55% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 484,902 | $12.31M | $16.54M | $4.23M | 34.41% |
Rana Choubah Meridian Financial Advisors, LLC | 333,910 | $8.71M | $11.47M | $2.76M | 31.67% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 24,746 | $783,200.15 | $834,187.66 | $50,987.51 | 6.51% |
Jane King Fairfield Financial Advisors, LTD | 6,871 | $186,161.09 | $236,087.56 | $49,926.47 | 26.82% |
| TAL TPG Advisors LLC TPG Advisors LLC | 130,421 | $3.43M | $4.48M | $1.05M | 30.61% |
Eric Schmid Ted Buchan & Co | 25,544 | $703,477.34 | $871,944.44 | $168,467.1 | 23.95% |
Samantha Cox Capital Investment Counsel, LLC | 11,708 | $321,145.41 | $402,286.88 | $81,141.47 | 25.27% |
John Gallagher Gallagher Capital Advisors, LLC | 8,802 | $279,152.85 | $300,940.38 | $21,787.53 | 7.8% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 14,098 | $445,794.48 | $483,457.07 | $37,662.59 | 8.45% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 16,756 | $523,774.43 | $575,903.72 | $52,129.29 | 9.95% |
| EM Eric Myers Carrera Capital Advisors | 98,833 | $3.01M | $3.4M | $398,121.91 | 13.25% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 17,945 | $496,623.73 | $616,590.2 | $119,966.47 | 24.16% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 166,018 | $4.4M | $5.67M | $1.27M | 28.97% |
Teresa Coleman Creekside Partners | 29,395 | $811,308.64 | $1.01M | $201,349.11 | 24.82% |
John Quinn Safe Harbor Fiduciary, LLC | 15,946 | $479,663.67 | $545,034.28 | $65,370.61 | 13.63% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 123,884 | $3.8M | $4.25M | $449,698.92 | 11.83% |
Level Wealth Management LLC Level Wealth Management LLC | 21,876 | $597,904.43 | $747,721.68 | $149,817.25 | 25.06% |
Taryn Anderson YANKCOM Partnership | 4,845 | $132,797.02 | $165,214.49 | $32,417.47 | 24.41% |
David Levy Diversified Enterprises LLC | 299,543 | $7.94M | $10.29M | $2.35M | 29.58% |