| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janet Messer FRG Family Wealth Advisors LLC | 135,037 | $24.86M | $49.72M | $24.86M | 99.98% |
| DC Donie Carlson DMC Group LLC | 2,147 | $794,475.9 | $790,546.85 | -$3,929.05 | -0.49% |
Brian Landzaat Vista Finance LLC | 2,128 | $682,880.6 | $783,550.86 | $100,670.26 | 14.74% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 14,188 | $3.42M | $5.22M | $1.8M | 52.75% |
Christopher Davis Burns Matteson Capital Management LLC | 3,419 | $764,376.72 | $1.26M | $494,533.24 | 64.7% |
Thomas Herbert VPR Management LLC | 45,200 | $8.9M | $17.35M | $8.45M | 94.94% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,417 | $602,648.97 | $889,963.55 | $287,314.58 | 47.68% |
Kea Molnar Cromwell Holdings LLC | 7,410 | $2.75M | $2.73M | -$21,293.97 | -0.77% |
| MR Michael Ryan Whelan Financial | 6,831 | $1.61M | $2.52M | $909,394.45 | 56.63% |
| MAL Mason & Associates LLC Mason & Associates LLC | 2,442 | $694,446.14 | $899,168.8 | $204,722.66 | 29.48% |
Nancy Williamson Helen Stephens Group LLC | 5,489 | $1.53M | $2.02M | $492,712.66 | 32.24% |
David Spratt Badgley Phelps Wealth Managers LLC | 39,286 | $8.93M | $14.47M | $5.53M | 61.92% |
Stacey Madison VELA Investment Management LLC | 797 | $261,551.49 | $293,463.36 | $31,911.87 | 12.2% |
Jared McBride GoalFusion Wealth Management LLC | 1,355 | $358,424.08 | $498,924.54 | $140,500.46 | 39.2% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 6,181 | $1.3M | $2.36M | $1.06M | 80.98% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 3,325 | $845,910.06 | $1.22M | $378,388.16 | 44.73% |
Nathan C. Goodman Family Investment Center Inc. | 2,479 | $637,753.07 | $912,792.57 | $275,039.5 | 43.13% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,721 | $498,892.31 | $657,129.43 | $158,237.12 | 31.72% |
| CB Charles Brewster Brewster Financial Planning LLC | 1,365 | $370,465.4 | $502,606.64 | $132,141.24 | 35.67% |
Kevin Batstone BayBridge Capital Group LLC | 30,601 | $8.15M | $11.27M | $3.11M | 38.18% |