| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EL Eric Lai Archvest Wealth Advisors Inc. | 20,126 | $3.42M | $4.38M | $952,345.98 | 27.81% |
| CC Cheung Chan Chemistry Wealth Management LLC | 21,105 | $3.26M | $4.59M | $1.33M | 40.99% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 1,724 | $329,377.4 | $376,400.92 | $47,023.52 | 14.28% |
Jay Richards Investment Advisory Group LLC | 41,531 | $6.09M | $9.03M | $2.94M | 48.33% |
Daniel Flack Intrinsic Value Partners LLC | 28,812 | $5.16M | $6.28M | $1.12M | 21.75% |
| CB Catherine Bluvol Next Level Private LLC | 12,896 | $1.9M | $2.8M | $902,182.65 | 47.42% |
D. Patrick Franklin First International Bank & Trust | 1,952 | $287,158.72 | $424,540.48 | $137,381.76 | 47.84% |
Kelly Kaczmarczyk Dravo Bay LLC | 45,191 | $7.05M | $9.83M | $2.78M | 39.37% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 19,685 | $3.34M | $4.28M | $944,138.07 | 28.29% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,032 | $1.68M | $2.18M | $504,867.49 | 30.06% |
Bill McVay Red Tortoise LLC | 28,037 | $3.99M | $6.1M | $2.11M | 52.95% |
Cole Bruner Buska Wealth Management LLC | 3,992 | $653,643.03 | $868,139.04 | $214,496.01 | 32.82% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 1,129 | $171,687.56 | $245,546.21 | $73,858.65 | 43.02% |
| EC Emilie Camilleri Bryant Woods Investment Advisors LLC | 2,475 | $315,132.25 | $538,287.75 | $223,155.5 | 70.81% |
| SP Samantha Pierangeli City State Bank | 22,832 | $3.43M | $4.98M | $1.54M | 44.97% |
Brett Lee Planning Center Inc. | 3,523 | $565,124.43 | $766,217.27 | $201,092.84 | 35.58% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,514 | $475,848.8 | $765,103.22 | $289,254.42 | 60.79% |
| SH Suzanne Hammer 5th Street Advisors LLC | 65,588 | $9.85M | $14.26M | $4.42M | 44.87% |
| TA Thomas Anderton 626 Financial LLC | 5,287 | $718,872.2 | $1.15M | $432,266.31 | 60.13% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 2,171 | $392,267.04 | $472,170.79 | $79,903.75 | 20.37% |