| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 2,789 | $319,632.66 | $522,798.05 | $203,165.39 | 63.56% |
Patrick Severson TrueWealth Financial Partners | 84,927 | $14.7M | $16.11M | $1.41M | 9.63% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,000 | $93,525.5 | $187,634.99 | $94,109.49 | 100.62% |
Dave Reichert Echo45 Advisors LLC | 2,717 | $495,146.11 | $503,949.16 | $8,803.05 | 1.78% |
Loyd Stegent Stegent Equity Advisors Inc. | 21,999 | $3.81M | $4.07M | $262,448.96 | 6.89% |
Ana-Maria Ignat Covestor Ltd | 2,126 | $263,768.93 | $394,351.74 | $130,582.81 | 49.51% |
John Gorlow Cardiff Park Advisors LLC | 743 | $57,664.23 | $140,315.55 | $82,651.32 | 143.33% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,699 | $288,900.96 | $506,156.96 | $217,256 | 75.2% |
Samantha Pierangeli City State Bank | 1,407 | $171,669.23 | $266,992.32 | $95,323.09 | 55.53% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 6,254 | $814,709.32 | $1.16M | $341,280.04 | 41.89% |
W. Travis McKinney HB Wealth Management LLC | 14,495 | $1.9M | $2.69M | $784,101.31 | 41.17% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 12,903 | $1.57M | $2.42M | $849,172.24 | 53.98% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,458 | $252,254 | $275,634.9 | $23,380.9 | 9.27% |
Marc H. Stone Tyler-Stone Wealth Management | 9,082 | $998,280.71 | $1.71M | $716,219.25 | 71.75% |
Missy Straw Nilsine Partners LLC | 3,184 | $428,777.26 | $602,094.4 | $173,317.14 | 40.42% |
| EM Erin Mccann Simplicity Wealth LLC | 15,746 | $2.2M | $2.92M | $720,866.01 | 32.74% |
Patrick O'Connell Security Financial Services Inc. | 1,554 | $199,618.68 | $291,452.7 | $91,834.02 | 46% |
David T. Morgan High Net Worth Advisory Group LLC | 3,384 | $584,857.15 | $636,005.91 | $51,148.76 | 8.75% |
Kristen Williams Athena Investment Management | 8,561 | $924,336.8 | $1.61M | $682,220.46 | 73.81% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 23,274 | $2.85M | $4.4M | $1.55M | 54.3% |