| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 50 | $20,120.96 | $24,003.5 | $3,882.54 | 19.3% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 2,085 | $809,823.75 | $1M | $191,122.2 | 23.6% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,646 | $970,595.15 | $1.71M | $743,207.15 | 76.57% |
Christopher H. Jackson Drystone LLC | 34,173 | $11.51M | $16.41M | $4.89M | 42.49% |
| JL James Langer Redmont Wealth Advisors LLC | 20 | $8,748.2 | $9,601.4 | $853.2 | 9.75% |
Bill McVay Red Tortoise LLC | 55 | $16,627.54 | $25,852.75 | $9,225.21 | 55.48% |
Cole Bruner Buska Wealth Management LLC | 764 | $257,661.88 | $364,985.72 | $107,323.84 | 41.65% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 537 | $234,827.16 | $257,797.59 | $22,970.43 | 9.78% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 731 | $180,246.08 | $350,931.17 | $170,685.09 | 94.7% |
| SP Samantha Pierangeli City State Bank | 315 | $52,948.35 | $147,775.95 | $94,827.6 | 179.09% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 500 | $245,580 | $234,565 | -$11,015 | -4.49% |
| WTM W. Travis McKinney HB Wealth Management LLC | 9,825 | $2.93M | $4.64M | $1.71M | 58.47% |
| LF Lukas Feh LGT Group Foundation | 3,808 | $728,318.08 | $1.79M | $1.06M | 145.76% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 1,062 | $398,314.72 | $499,193.1 | $100,878.38 | 25.33% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,363 | $235,582.12 | $643,533.62 | $407,951.5 | 173.17% |
Christopher Clancy Global Wealth Strategies & Associates | 411 | $142,487.39 | $193,190.55 | $50,703.16 | 35.58% |
| WJ William Jollie Quent Capital LLC | 942 | $205,390.05 | $445,754.4 | $240,364.35 | 117.03% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 806 | $234,645.85 | $380,548.86 | $145,903.01 | 62.18% |
| MS Missy Straw Nilsine Partners LLC | 6,300 | $1.24M | $2.97M | $1.73M | 139.2% |
Dalila Toledo Ascent Group LLC | 11,642 | $2.49M | $5.51M | $3.02M | 121.42% |