| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 130,878 | $44M | $51.43M | $7.43M | 16.88% |
John Canning Mi LLCreek Capital Advisors LLC | 6,022 | $1.11M | $2.34M | $1.23M | 111.18% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,682 | $1.23M | $3.38M | $2.15M | 175.07% |
David Stevens Stevens Capital Partners | 4,968 | $1.68M | $2.12M | $447,418.99 | 26.69% |
Michael Radoff LGT Financial Advisors LLC | 112 | $30,940 | $43,599.36 | $12,659.36 | 40.92% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,356 | $908,414.5 | $1.85M | $941,665.82 | 103.66% |
Scott Highmark Mosaic Family Wealth Partners LLC | 12,380 | $4.24M | $5.18M | $941,169.24 | 22.22% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 14,530 | $2.01M | $6.14M | $4.13M | 205.45% |
Brendan G. Moody Watershed Private Wealth LLC | 1,660 | $278,564.71 | $646,204.8 | $367,640.09 | 131.98% |
Robert B. LaRue Owen LaRue LLC | 2,402 | $700,018.55 | $935,050.56 | $235,032.01 | 33.58% |
| KLM Kate L. Miller STAR Financial Bank | 1,692 | $563,374.42 | $723,372.28 | $159,997.86 | 28.4% |
Ashley Buboltz Moran Wealth Management LLC | 174,797 | $17.93M | $73.09M | $55.16M | 307.68% |
Kyle Moore Quarry Hill Advisors LLC | 545 | $170,320.72 | $212,157.6 | $41,836.88 | 24.56% |
Steven Trigili Garden State Investment Advisory Services LLC | 24,892 | $5.76M | $10.51M | $4.75M | 82.42% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,784 | $803,038.08 | $1.08M | $280,717.44 | 34.96% |
Kun Gao Sherbrooke Park Advisers LLC | 913 | $301,207.87 | $355,412.64 | $54,204.77 | 18% |
Jeffrey Rosenthal Viawealth LLC | 2,438 | $481,473.48 | $1.03M | $548,337.72 | 113.89% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 4,962 | $546,782.04 | $2.07M | $1.53M | 279.48% |
| SL Sarah Ludden Clifford Group LLC | 4,512 | $984,660.12 | $1.77M | $788,510.71 | 80.08% |
Andrew Lewis Genesis Private Wealth LLC | 4,390 | $1.15M | $1.71M | $556,717.52 | 48.32% |