| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 723 | $56,618.13 | $78,416.58 | $21,798.45 | 38.5% |
Caroline Jankowski Operose Advisors LLC | 11 | $1,040.38 | $1,220.56 | $180.18 | 17.32% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 5,095 | $379,436.42 | $565,545 | $186,108.58 | 49.05% |
Kathryn Brown Morton Brown Family Wealth LLC | 3,318 | $240,123.66 | $359,870.28 | $119,746.62 | 49.87% |
John Gorlow Cardiff Park Advisors LLC | 540 | $45,748.8 | $60,598.8 | $14,850 | 32.46% |
Bill McVay Red Tortoise LLC | 7,992 | $656,710.5 | $866,812.32 | $210,101.82 | 31.99% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 4,597 | $389,457.84 | $506,819.25 | $117,361.41 | 30.13% |
| TA Thomas Anderton 626 Financial LLC | 2,965 | $220,130.9 | $321,583.9 | $101,453 | 46.09% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,041 | $316,814.4 | $438,286.86 | $121,472.46 | 38.34% |
Michael O'Connor Capasso Planning Partners LLC | 97,845 | $8.14M | $10.91M | $2.77M | 34.04% |
William Jollie Quent Capital LLC | 17,916 | $1.68M | $1.99M | $312,068.71 | 18.61% |
| KB Kimberly Byrne Bill Few Associates Inc. | 21,175 | $1.81M | $2.3M | $489,736.81 | 27.1% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,928 | $422,204.8 | $534,490.88 | $112,286.08 | 26.6% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 7,036 | $570,111.32 | $763,124.56 | $193,013.24 | 33.86% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,584 | $215,318.08 | $280,260.64 | $64,942.56 | 30.16% |
Timothy Gerlach Novem Group | 4,217 | $389,987.2 | $457,375.82 | $67,388.62 | 17.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,307 | $1.53M | $2.09M | $565,247.65 | 36.97% |
Matthew Heller Willner & Heller LLC | 3,573 | $304,827.93 | $387,527.58 | $82,699.65 | 27.13% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 32,948 | $2.68M | $3.57M | $895,378.52 | 33.43% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 6,084 | $468,836.24 | $659,870.64 | $191,034.4 | 40.75% |