| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 1,297 | $151,889.11 | $145,225.09 | -$6,664.02 | -4.39% |
Sean Reitenbach Prosperity Consulting Group LLC | 68,471 | $5.41M | $7.61M | $2.21M | 40.84% |
Kathleen Thornhill Confluence Wealth Services Inc. | 114,714 | $9.03M | $12.76M | $3.73M | 41.33% |
James Langer Redmont Wealth Advisors LLC | 288 | $28,160.64 | $32,025.6 | $3,864.96 | 13.72% |
Bill McVay Red Tortoise LLC | 1,449 | $70,222.59 | $161,128.8 | $90,906.21 | 129.45% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 3,976 | $224,803.08 | $442,131.2 | $217,328.12 | 96.67% |
Samantha Pierangeli City State Bank | 12,946 | $643,960.23 | $1.44M | $795,634.97 | 123.55% |
Christopher Pelch Vance Wealth LLC | 4,183 | $248,131.01 | $465,149.6 | $217,018.59 | 87.46% |
Roger Steed KRS Capital Management LLC | 2,244 | $220,871.26 | $249,532.8 | $28,661.54 | 12.98% |
| JCC Jason Cyril Crawshaw William Allan Corp | 67,038 | $3.23M | $7.45M | $4.23M | 131.02% |
Brett Lee Planning Center Inc. | 6,251 | $325,734.36 | $695,111.2 | $369,376.84 | 113.4% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 13,932 | $717,177.45 | $1.55M | $832,060.95 | 116.02% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,826 | $267,995.77 | $425,451.2 | $157,455.43 | 58.75% |
| TA Thomas Anderton 626 Financial LLC | 12,710 | $597,743.68 | $1.41M | $815,608.32 | 136.45% |
Morgan Christen Spinnaker Investment Group LLC | 8,568 | $759,893.24 | $952,761.6 | $192,868.36 | 25.38% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 35,285 | $2.41M | $3.95M | $1.53M | 63.5% |
| MWM Marion Wealth Management Marion Wealth Management | 3,404 | $206,246.18 | $378,524.8 | $172,278.62 | 83.53% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 23,981 | $1.42M | $2.67M | $1.24M | 87.39% |
W. Travis McKinney HB Wealth Management LLC | 437,733 | $27.08M | $48.68M | $21.59M | 79.73% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 3,796 | $237,087.03 | $422,115.2 | $185,028.17 | 78.04% |