| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Tobin Slagle Financial, LLC | 4,427 | $226,203.6 | $310,974.61 | $84,771.01 | 37.48% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 368,838 | $19.15M | $25.89M | $6.75M | 35.24% |
| DT Derek Tinnin Altiora Financial Group, LLC | 9,400 | $602,352 | $659,222 | $56,870 | 9.44% |
| MRC Martin R. Curiel MYECFO, LLC | 472,297 | $22.38M | $33.17M | $10.8M | 48.24% |
Derrick Dagnan Employees' Retirement Fund of the City of Fort Worth | 126,000 | $7.8M | $8.79M | $992,150 | 12.72% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 445,636 | $24.09M | $31.3M | $7.21M | 29.91% |
Michael Ryan Michael S. Ryan, Inc. | 313,945 | $14.57M | $21.92M | $7.34M | 50.39% |
Nancy Smetek Arcataur Capital Management LLC | 321,096 | $15.31M | $22.5M | $7.19M | 46.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 116,665 | $6.24M | $8.14M | $1.9M | 30.39% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 3,567 | $203,385.22 | $248,816.08 | $45,430.86 | 22.34% |
Carrie Miller Trellis Wealth Advisors LLC | 8,715 | $558,458 | $608,524.87 | $50,066.87 | 8.97% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 5,113 | $271,109.67 | $358,370.17 | $87,260.5 | 32.19% |
Annmarie Young KPP Advisory Services LLC | 9,489 | $497,189.68 | $665,795.68 | $168,606 | 33.91% |
Lars Phillips RAM Investment Partners, LLC | 16,804 | $877,317.65 | $1.18M | $303,079.33 | 34.55% |
Thomas Healy PFW Advisors LLC | 188,593 | $8.51M | $13.24M | $4.73M | 55.56% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,162 | $59,274 | $81,630.5 | $22,356.5 | 37.72% |
Thomas Dobbins New Republic Capital, LLC | 26,419 | $1.45M | $1.85M | $408,284.77 | 28.25% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 25,658 | $1.32M | $1.8M | $477,662.9 | 36.07% |
John Hayes LongView Wealth Management | 35,879 | $1.74M | $2.52M | $784,360.29 | 45.18% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 48,281 | $2.36M | $3.39M | $1.03M | 43.49% |