| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 27,876 | $1.63M | $2.32M | $690,463.45 | 42.45% |
Joshua Moeller Hill Island Financial LLC | 21,394 | $1.23M | $1.78M | $550,039.74 | 44.78% |
John Gorlow Cardiff Park Advisors LLC | 33,229 | $1.96M | $2.76M | $805,997.04 | 41.21% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 97,926 | $7.18M | $8.14M | $959,274.76 | 13.36% |
| CC Cheung Chan Chemistry Wealth Management LLC | 13,848 | $790,432.52 | $1.15M | $360,544 | 45.61% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 43,411 | $3.21M | $3.61M | $395,909.72 | 12.33% |
Jay Richards Investment Advisory Group LLC | 4,714 | $215,238.62 | $391,804.11 | $176,565.49 | 82.03% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 10,838 | $723,631.92 | $900,800.37 | $177,168.45 | 24.48% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,901 | $207,044.37 | $238,636.26 | $31,591.89 | 15.26% |
| JL James Langer Redmont Wealth Advisors LLC | 40 | $2,426.4 | $3,324.6 | $898.2 | 37.02% |
Bill McVay Red Tortoise LLC | 16,112 | $978,386.84 | $1.33M | $346,986.28 | 35.47% |
| SP Samantha Pierangeli City State Bank | 19,892 | $1.04M | $1.62M | $583,487.86 | 56.21% |
Christopher Pelch Vance Wealth LLC | 5,054 | $259,434.72 | $420,063.21 | $160,628.49 | 61.91% |
| EI Excelsior Investors Intelligent Financial Strategies | 2,619 | $146,842.94 | $217,678.18 | $70,835.24 | 48.24% |
| SH Suzanne Hammer 5th Street Advisors LLC | 528,196 | $29.92M | $43.9M | $13.98M | 46.71% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 45,703 | $2.39M | $3.73M | $1.33M | 55.58% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1.02M | $56.19M | $83.96M | $27.77M | 49.43% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 4,145 | $311,284 | $340,967.7 | $29,683.7 | 9.54% |
| FCI Family CFO Inc Family CFO Inc | 28,567 | $1.73M | $2.35M | $620,405.86 | 35.87% |
Allison Tronnes Forum Financial Management LP | 8,076 | $499,515.38 | $663,040.41 | $163,525.03 | 32.74% |