| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 66,466 | $7.13M | $10.11M | $2.98M | 41.77% |
Lindsey Seagraves Carson Advisory Inc. | 4,299 | $615,169.09 | $657,575.04 | $42,405.95 | 6.89% |
Kathryn Brown Morton Brown Family Wealth LLC | 7,976 | $871,298.24 | $1.21M | $341,293.04 | 39.17% |
John Gorlow Cardiff Park Advisors LLC | 6,159 | $732,425.02 | $937,245.82 | $204,820.8 | 27.96% |
Samantha Pierangeli City State Bank | 1,385 | $144,449.77 | $210,547.7 | $66,097.93 | 45.76% |
Christopher Pelch Vance Wealth LLC | 10,064 | $1.05M | $1.54M | $493,411.58 | 47.04% |
Randy D. Kurtz Upper Left Wealth Management LLC | 4,069 | $540,025.68 | $622,597.69 | $82,572.01 | 15.29% |
W. Travis McKinney HB Wealth Management LLC | 18,909 | $2.85M | $2.88M | $31,690.03 | 1.11% |
Mark Perrault Intergy Private Wealth LLC | 14,421 | $1.72M | $2.21M | $493,171.22 | 28.72% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,418 | $218,757 | $217,577.92 | -$1,179.08 | -0.54% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 125 | $16,277.75 | $19,072.5 | $2,794.75 | 17.17% |
| FCI Family CFO Inc Family CFO Inc | 82,953 | $9.89M | $12.62M | $2.72M | 27.54% |
William Jollie Quent Capital LLC | 16 | $2,281.58 | $2,436.8 | $155.22 | 6.8% |
Dalila Toledo Ascent Group LLC | 8,496 | $986,896.47 | $1.29M | $304,665.45 | 30.87% |
| EM Erin Mccann Simplicity Wealth LLC | 21,796 | $2.92M | $3.31M | $385,886.16 | 13.2% |
Michael Byun SageView Advisory Group LLC | 2,596 | $310,930.24 | $394,410.28 | $83,480.04 | 26.85% |
Kristen Williams Athena Investment Management | 1,800 | $226,728 | $276,300 | $49,572 | 21.86% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 33,327 | $4.04M | $5.08M | $1.04M | 25.62% |
| DW Darren Woolson Asset Allocation Strategies LLC | 7,587 | $932,078.19 | $1.16M | $231,312.39 | 24.82% |
Timothy Dempsey DHK Financial Advisors Inc. | 4,741 | $557,344.23 | $721,011.28 | $163,667.05 | 29.37% |