| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 63 | $26,506.04 | $29,018.43 | $2,512.39 | 9.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,330 | $930,157.95 | $1.07M | $142,620.65 | 15.33% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,285 | $1.28M | $1.97M | $687,553.46 | 53.53% |
Christopher H. Jackson Drystone LLC | 32,433 | $10.93M | $14.84M | $3.92M | 35.83% |
James Langer Redmont Wealth Advisors LLC | 20 | $8,748.2 | $9,221.2 | $473 | 5.41% |
Bill McVay Red Tortoise LLC | 55 | $16,627.54 | $25,333.55 | $8,706.01 | 52.36% |
Cole Bruner Buska Wealth Management LLC | 764 | $257,661.88 | $346,451.08 | $88,789.2 | 34.46% |
Gery Sadzewicz Forum Private Client Group LLC | 542 | $237,282.96 | $245,845.78 | $8,562.82 | 3.61% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 733 | $181,228.4 | $333,339.08 | $152,110.68 | 83.93% |
Samantha Pierangeli City State Bank | 315 | $52,948.35 | $144,510.97 | $91,562.62 | 172.93% |
W. Travis McKinney HB Wealth Management LLC | 10,976 | $3.49M | $5.02M | $1.53M | 43.73% |
| LF Lukas Feh LGT Group Foundation | 3,910 | $778,416.4 | $1.8M | $1.03M | 131.85% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 830 | $310,067.36 | $381,488.75 | $71,421.39 | 23.03% |
Christopher Clancy Global Wealth Strategies & Associates | 695 | $270,849.66 | $320,679.95 | $49,830.29 | 18.4% |
William Jollie Quent Capital LLC | 957 | $212,757.45 | $437,693.52 | $224,936.07 | 105.72% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 751 | $221,231.35 | $346,256.06 | $125,024.71 | 56.51% |
Missy Straw Nilsine Partners LLC | 6,325 | $1.26M | $2.91M | $1.66M | 131.88% |
Dalila Toledo Ascent Group LLC | 11,587 | $2.48M | $5.32M | $2.84M | 114.61% |
| EM Erin Mccann Simplicity Wealth LLC | 4,473 | $2.13M | $2.02M | -$111,054.12 | -5.21% |
Ed West Values First Advisors Inc. | 15 | $6,251.1 | $6,916.8 | $665.7 | 10.65% |