| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 9,857 | $482,859.73 | $816,652.45 | $333,792.72 | 69.13% |
Tracy Murray EdgeRock Capital LLC | 3,170 | $233,185.2 | $262,634.5 | $29,449.3 | 12.63% |
Clint Dunn Beaird Harris Wealth Management LLC | 125,282 | $6.31M | $10.38M | $4.07M | 64.5% |
Joshua Ryder Taff New Perspectives Inc. | 15,155 | $759,045.16 | $1.26M | $496,546.59 | 65.42% |
Tyler Glazier New Millennium Group LLC | 10,633 | $782,163.48 | $880,944.05 | $98,780.57 | 12.63% |
Caroline Jankowski Operose Advisors LLC | 27,876 | $1.63M | $2.38M | $758,062.75 | 46.61% |
Joshua Moeller Hill Island Financial LLC | 21,394 | $1.23M | $1.81M | $586,623.48 | 47.76% |
John Gorlow Cardiff Park Advisors LLC | 33,191 | $1.95M | $2.84M | $890,302.23 | 45.57% |
Eric Lai Archvest Wealth Advisors Inc. | 89,438 | $6.68M | $7.41M | $728,319.52 | 10.9% |
| CC Cheung Chan Chemistry Wealth Management LLC | 13,848 | $790,432.52 | $1.15M | $356,874.28 | 45.15% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 74,212 | $5.79M | $6.37M | $579,320.91 | 10% |
Jay Richards Investment Advisory Group LLC | 4,764 | $219,426.12 | $402,891.48 | $183,465.36 | 83.61% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,774 | $543,958.96 | $664,987.96 | $121,029 | 22.25% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,351 | $244,731.87 | $277,630.35 | $32,898.48 | 13.44% |
James Langer Redmont Wealth Advisors LLC | 40 | $2,426.4 | $3,314 | $887.6 | 36.58% |
Bill McVay Red Tortoise LLC | 16,112 | $978,386.84 | $1.33M | $356,492.36 | 36.44% |
Samantha Pierangeli City State Bank | 19,892 | $1.04M | $1.65M | $610,043.68 | 58.77% |
Christopher Pelch Vance Wealth LLC | 5,054 | $259,434.72 | $433,026.72 | $173,592 | 66.91% |
| EI Excelsior Investors Intelligent Financial Strategies | 2,806 | $162,504.19 | $232,477.1 | $69,972.91 | 43.06% |
Suzanne Hammer 5th Street Advisors LLC | 512,510 | $28.96M | $43.34M | $14.38M | 49.65% |