| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Christ Oak Hill Wealth Advisors LLC | 2,219 | $811,376.55 | $1.66M | $850,610.07 | 104.84% |
David Bach River Street Advisors LLC | 8,133 | $2.25M | $6.09M | $3.84M | 170.69% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 545 | $197,637.56 | $401,654.1 | $204,016.54 | 103.23% |
Moises Valladares Insigneo Advisory Services LLC | 25,517 | $24.02M | $18.67M | -$5.34M | -22.25% |
John Canning Mi LLCreek Capital Advisors LLC | 367 | $212,005.99 | $274,875.65 | $62,869.66 | 29.65% |
| NH Nathaniel Holden Core Wealth Partners LLC | 738 | $293,634.33 | $552,747.23 | $259,112.9 | 88.24% |
David Stevens Stevens Capital Partners | 274 | $291,675 | $205,220.52 | -$86,454.48 | -29.64% |
Michael Radoff LGT Financial Advisors LLC | 4 | $1,553 | $2,995.92 | $1,442.92 | 92.91% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,196 | $398,468.6 | $895,780.06 | $497,311.46 | 124.81% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,321 | $1.13M | $989,402.55 | -$139,549.44 | -12.36% |
Scott Paschal Financial Partners Group LLC | 22,978 | $5.66M | $16.75M | $11.09M | 196.02% |
Brendan G. Moody Watershed Private Wealth LLC | 5,254 | $1.26M | $3.86M | $2.61M | 207.02% |
Robert B. LaRue Owen LaRue LLC | 493 | $235,400.42 | $369,247.14 | $133,846.72 | 56.86% |
| KLM Kate L. Miller STAR Financial Bank | 844 | $300,015.09 | $623,564.08 | $323,548.99 | 107.84% |
Ashley Buboltz Moran Wealth Management LLC | 39,277 | $10.03M | $29.42M | $19.39M | 193.42% |
Steven Trigili Garden State Investment Advisory Services LLC | 939 | $369,134.06 | $703,292.2 | $334,158.14 | 90.52% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 333 | $236,629.8 | $249,410.33 | $12,780.53 | 5.4% |
| FFL Financial Freedom LLC Financial Freedom LLC | 335 | $80,267.89 | $247,013.92 | $166,746.03 | 207.74% |
| SL Sarah Ludden Clifford Group LLC | 250 | $266,225 | $182,018.75 | -$84,206.25 | -31.63% |
Andrew Lewis Genesis Private Wealth LLC | 437 | $264,120.9 | $327,304.25 | $63,183.35 | 23.92% |