| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Salvatore Pitti Pitti Group Wealth Management LLC | 27,693 | $1.84M | $2.42M | $580,509.55 | 31.49% |
Caroline Jankowski Operose Advisors LLC | 3,362 | $287,417.38 | $294,914.64 | $7,497.26 | 2.61% |
Kathryn Brown Morton Brown Family Wealth LLC | 14,847 | $898,777.66 | $1.26M | $357,130.07 | 39.74% |
John Gorlow Cardiff Park Advisors LLC | 239,479 | $15.96M | $21M | $5.04M | 31.55% |
Eric Lai Archvest Wealth Advisors Inc. | 3,225 | $209,619.17 | $272,802.75 | $63,183.58 | 30.14% |
Jay Richards Investment Advisory Group LLC | 26,107 | $1.55M | $2.25M | $703,314.14 | 45.37% |
| JN John Nunn Paradigm Capital Management LLC/NV | 2,650 | $183,088.5 | $232,391.75 | $49,303.25 | 26.93% |
Daniel Flack Intrinsic Value Partners LLC | 14,467 | $930,624.8 | $1.22M | $293,138.73 | 31.5% |
Andrew Burkey Joseph Group Capital Management | 358,140 | $21.79M | $30.91M | $9.12M | 41.86% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,404 | $273,488.4 | $386,318.88 | $112,830.48 | 41.26% |
Kathleen Thornhill Confluence Wealth Services Inc. | 36,048 | $2.29M | $3.05M | $761,331.38 | 33.28% |
Christopher H. Jackson Drystone LLC | 244,750 | $12.34M | $20.7M | $8.36M | 67.77% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 14,937 | $696,635.73 | $1.26M | $566,885.1 | 81.37% |
Samantha Pierangeli City State Bank | 585 | $35,449.36 | $49,485.15 | $14,035.79 | 39.59% |
Michael Schneck Gridiron Partners LLC | 19,467 | $1.43M | $1.69M | $260,668.6 | 18.22% |
| EI Excelsior Investors Intelligent Financial Strategies | 138,507 | $10.03M | $11.72M | $1.68M | 16.75% |
| TA Thomas Anderton 626 Financial LLC | 7,522 | $581,592.23 | $636,285.98 | $54,693.75 | 9.4% |
Morgan Christen Spinnaker Investment Group LLC | 3,585 | $306,481.65 | $303,255.15 | -$3,226.5 | -1.05% |
Randy D. Kurtz Upper Left Wealth Management LLC | 38,607 | $2.5M | $3.27M | $762,617.44 | 30.47% |
W. Travis McKinney HB Wealth Management LLC | 8.06M | $508.86M | $682.06M | $173.2M | 34.04% |