| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SJL Sheila J. Lindsay Bensler LLC | 1.05M | $20.88M | $27.64M | $6.76M | 32.4% |
Jeffrey Steele Silverlake Wealth Management LLC | 10,821 | $157,662.17 | $283,510.2 | $125,848.03 | 79.82% |
Alexandra Stickelman Root Financial Partners, LLC | 81 | $1,773 | $2,119.36 | $346.36 | 19.54% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,304 | $318,580.41 | $400,964.8 | $82,384.39 | 25.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,400 | $30,184 | $36,358 | $6,174 | 20.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 77,421 | $1.65M | $2.03M | $386,546.04 | 23.48% |
Angela Kelley HTLF Bank | 246,496 | $4.4M | $6.47M | $2.07M | 47.04% |
Amir Har-El Savvy Advisors, Inc. | 22,104 | $512,444.72 | $580,451.04 | $68,006.32 | 13.27% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 28,106 | $547,413.09 | $738,063.56 | $190,650.47 | 34.83% |
Emily Priebe Priebe Wealth Holdings LLC | 149,363 | $2.66M | $3.92M | $1.26M | 47.54% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,339 | $299,417.45 | $402,648.75 | $103,231.3 | 34.48% |
Ashley Meredith Abel Hall, LLC | 11,200 | $243,152 | $294,000 | $50,848 | 20.91% |
Kevyn Hill Hilltop National Bank | 317 | $6,188 | $8,311.74 | $2,123.74 | 34.32% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,110 | $69,090.29 | $80,626.75 | $11,536.46 | 16.7% |
Michael Dziura Westfuller Advisors, LLC | 1,328 | $29,635.49 | $34,820.16 | $5,184.67 | 17.49% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 10,394 | $225,654 | $272,322.8 | $46,668.8 | 20.68% |
Millstone Evans Group LLC Millstone Evans Group LLC | 1,017 | $20,619.38 | $26,279.28 | $5,659.9 | 27.45% |
| GCM Generation Capital Management LLC Generation Capital Management LLC | 13,582 | $272,979.19 | $353,132 | $80,152.81 | 29.36% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 9,921 | $253,490 | $257,946 | $4,456 | 1.76% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 38,512 | $778,021.47 | $999,771.52 | $221,750.05 | 28.5% |