| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Moore MRP Capital Investments LLC | 301 | $61,916.77 | $101,042.69 | $39,125.92 | 63.19% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,608 | $836,478.33 | $1.22M | $383,783.35 | 45.88% |
David Bach River Street Advisors LLC | 22,270 | $2.38M | $7.55M | $5.17M | 217.48% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,905 | $181,139.1 | $997,972.08 | $816,832.98 | 450.94% |
Moises Valladares Insigneo Advisory Services LLC | 130,878 | $44M | $43.09M | -$914,074.52 | -2.08% |
John Canning Mi LLCreek Capital Advisors LLC | 6,022 | $1.11M | $2.01M | $904,411.23 | 81.47% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,682 | $1.23M | $2.93M | $1.7M | 138.73% |
David Stevens Stevens Capital Partners | 4,968 | $1.68M | $1.68M | $25.8 | - |
Michael Radoff LGT Financial Advisors LLC | 112 | $30,940 | $37,597.28 | $6,657.28 | 21.52% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,356 | $908,414.5 | $1.47M | $562,693.82 | 61.94% |
Scott Highmark Mosaic Family Wealth Partners LLC | 12,380 | $4.24M | $4.13M | -$105,435.96 | -2.49% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 14,530 | $2.01M | $4.94M | $2.93M | 145.88% |
Brendan G. Moody Watershed Private Wealth LLC | 1,660 | $278,564.71 | $571,587.8 | $293,023.09 | 105.19% |
Robert B. LaRue Owen LaRue LLC | 2,402 | $700,018.55 | $812,296.35 | $112,277.8 | 16.04% |
| KLM Kate L. Miller STAR Financial Bank | 1,692 | $563,374.42 | $581,828.04 | $18,453.62 | 3.28% |
Ashley Buboltz Moran Wealth Management LLC | 174,797 | $17.93M | $58.07M | $40.14M | 223.9% |
Kyle Moore Quarry Hill Advisors LLC | 545 | $170,320.72 | $184,117.35 | $13,796.63 | 8.1% |
Steven Trigili Garden State Investment Advisory Services LLC | 24,892 | $5.76M | $8.3M | $2.54M | 44.02% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,784 | $803,038.08 | $942,328.32 | $139,290.24 | 17.35% |
Kun Gao Sherbrooke Park Advisers LLC | 913 | $301,207.87 | $308,566.61 | $7,358.74 | 2.44% |