| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 5,530 | $1.61M | $1.98M | $378,328.48 | 23.56% |
| CB Catherine Bluvol Next Level Private LLC | 818 | $304,091.5 | $298,422.76 | -$5,668.74 | -1.86% |
Brian Kellett Kellett Wealth Advisors LLC | 1,845 | $626,218.48 | $668,701.8 | $42,483.32 | 6.78% |
Andrew Burkey Joseph Group Capital Management | 810 | $341,412.39 | $286,626.6 | -$54,785.79 | -16.05% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,756 | $4.81M | $5.21M | $395,304.11 | 8.21% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,578 | $2.53M | $3.02M | $486,928.16 | 19.25% |
Bill McVay Red Tortoise LLC | 65 | $21,739 | $22,960.6 | $1,221.6 | 5.62% |
Samantha Pierangeli City State Bank | 4,485 | $1.08M | $1.58M | $505,509.91 | 46.97% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,391 | $1.04M | $1.22M | $183,381.87 | 17.65% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 1,215 | $395,801.36 | $440,826.3 | $45,024.94 | 11.38% |
Christopher Pelch Vance Wealth LLC | 9,656 | $2.1M | $3.54M | $1.44M | 68.77% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 3,597 | $1.03M | $1.3M | $262,736.8 | 25.45% |
Roger Steed KRS Capital Management LLC | 2,043 | $687,523.15 | $748,167.03 | $60,643.88 | 8.82% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,393 | $451,321.67 | $505,338.61 | $54,016.94 | 11.97% |
Suzanne Hammer 5th Street Advisors LLC | 825 | $371,019 | $296,888.62 | -$74,130.38 | -19.98% |
| TA Thomas Anderton 626 Financial LLC | 2,214 | $442,872.42 | $810,788.94 | $367,916.52 | 83.08% |
Morgan Christen Spinnaker Investment Group LLC | 1,407 | $597,451.01 | $504,479.85 | -$92,971.16 | -15.56% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 5,809 | $1.48M | $2.09M | $611,788.88 | 41.28% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,749 | $931,538.29 | $1M | $71,351.89 | 7.66% |
W. Travis McKinney HB Wealth Management LLC | 123,128 | $33.7M | $44.63M | $10.92M | 32.41% |