| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Wells Darrow Company Inc. | 77,270 | $7.29M | $9.42M | $2.13M | 29.17% |
Jonathan Yarger Yarger Wealth Strategies LLC | 149,434 | $14.89M | $18.22M | $3.33M | 22.37% |
Tyler Glazier New Millennium Group LLC | 62,340 | $6.86M | $7.6M | $742,760.02 | 10.83% |
Caroline Jankowski Operose Advisors LLC | 26,010 | $2.59M | $3.36M | $772,584.4 | 29.8% |
| CB Catherine Bluvol Next Level Private LLC | 15,742 | $868,058.68 | $1.92M | $1.05M | 121.08% |
Sean Reitenbach Prosperity Consulting Group LLC | 30,010 | $3.01M | $3.88M | $872,719.14 | 29% |
Samantha Pierangeli City State Bank | 500 | $27,560 | $60,955 | $33,395 | 121.17% |
Christopher Pelch Vance Wealth LLC | 129,574 | $9.65M | $16.72M | $7.06M | 73.14% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 21,197 | $1.99M | $2.73M | $741,383.43 | 37.2% |
| JRF James Reed Financial Services Inc. James Reed Financial Services Inc. | 2,381 | $245,957.3 | $290,267.71 | $44,310.41 | 18.02% |
Michael Hackman HFG Advisors Inc. | 3,610 | $278,311.14 | $463,090.8 | $184,779.66 | 66.39% |
W. Travis McKinney HB Wealth Management LLC | 170,845 | $14.45M | $20.83M | $6.38M | 44.16% |
Paul Elam Oak Harbor Wealth Partners LLC | 15 | $1,826.25 | $1,913.4 | $87.15 | 4.77% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,062 | $372,777.8 | $373,288.42 | $510.62 | 0.14% |
William Jollie Quent Capital LLC | 1.12M | $78.11M | $143.67M | $65.56M | 83.94% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,312 | $758,851.88 | $1.01M | $254,464.04 | 33.53% |
| EM Erin Mccann Simplicity Wealth LLC | 1,637 | $209,224.97 | $208,815.72 | -$409.25 | -0.2% |
Michael Byun SageView Advisory Group LLC | 1.93M | $190.96M | $247.76M | $56.81M | 29.75% |
Penny Paul Andina Capital Management LLC | 13,893 | $1.45M | $1.8M | $345,273.76 | 23.76% |
Samuel Miller Kraft, Davis & Associates LLC | 3,584 | $419,560.7 | $436,925.44 | $17,364.74 | 4.14% |