| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Ali Monsefi Aire Advisors LLC | 165,108 | $2.68M | $4.46M | $1.78M | 66.67% |
Jason Whitby Stone Summit Wealth LLC | 30,142 | $522,180.67 | $814,135.42 | $291,954.75 | 55.91% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 9,676 | $214,059.55 | $261,348.76 | $47,289.21 | 22.09% |
| TM Tracy Murray EdgeRock Capital LLC | 28,775 | $669,882 | $777,212.75 | $107,330.75 | 16.02% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 304,582 | $5.79M | $8.23M | $2.43M | 42.03% |
| RAJ Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 142,920 | $2.69M | $3.86M | $1.17M | 43.63% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 274,365 | $4.86M | $7.41M | $2.55M | 52.34% |
Jeffrey Kearns Kearns & Associates LLC | 90,280 | $1.74M | $2.44M | $694,374.4 | 39.81% |
Clint Dunn Beaird Harris Wealth Management LLC | 30,975 | $504,538.83 | $836,634.75 | $332,095.92 | 65.82% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 10,051 | $204,520.58 | $271,477.51 | $66,956.93 | 32.74% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 47,286 | $910,303.44 | $1.28M | $366,891.42 | 40.3% |
Caroline Jankowski Operose Advisors LLC | 1.47M | $30.77M | $39.71M | $8.94M | 29.06% |
Joshua Moeller Hill Island Financial LLC | 430,965 | $7.03M | $11.64M | $4.62M | 65.7% |
Kathryn Brown Morton Brown Family Wealth LLC | 17,884 | $330,633.24 | $483,046.84 | $152,413.6 | 46.1% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 10,161 | $238,363.53 | $274,448.61 | $36,085.08 | 15.14% |
John Gorlow Cardiff Park Advisors LLC | 43,088 | $843,497.13 | $1.16M | $320,309.75 | 37.97% |
Jay Richards Investment Advisory Group LLC | 59,070 | $1.33M | $1.6M | $264,274.74 | 19.85% |
Kelly Kaczmarczyk Dravo Bay LLC | 15,623 | $375,576.92 | $421,977.23 | $46,400.31 | 12.35% |
Bill McVay Red Tortoise LLC | 1.15M | $21.61M | $31.04M | $9.43M | 43.66% |
| SP Samantha Pierangeli City State Bank | 450 | $8,246.3 | $12,154.5 | $3,908.2 | 47.39% |