| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vickie Chrisman LMG Wealth Partners LLC | 38,226 | $1.97M | $4.4M | $2.43M | 123.58% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,665 | $151,091.1 | $290,485 | $139,393.9 | 92.26% |
Paul B. Ordonio Park Place Capital Corp. | 12,481 | $907,954.25 | $1.37M | $461,710.69 | 50.85% |
| SM Sarah Moore BOS Asset Management LLC | 13,280 | $694,323.27 | $1.53M | $833,806.33 | 120.09% |
Sheila J. Lindsay Bensler LLC | 3,531 | $277,704.98 | $406,312.17 | $128,607.19 | 46.31% |
David D. Jones Applied Finance Capital Management LLC | 350,893 | $18.66M | $40.38M | $21.72M | 116.39% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,562 | $537,838.51 | $972,985.68 | $435,147.17 | 80.91% |
Kevin Kroskey True Wealth Design LLC | 1,253 | $85,802.76 | $137,642.05 | $51,839.29 | 60.42% |
Jill Batley Gateway Wealth Partners LLC | 21,994 | $1.71M | $2.42M | $708,609.76 | 41.52% |
David Kronour Kapstone Financial Advisors LLC | 17,643 | $964,786.9 | $2.03M | $1.07M | 110.43% |
Eric B. Parsons St. Louis Financial Planners Asset Management LLC | 33,711 | $2.34M | $3.67M | $1.33M | 56.86% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,141 | $251,481.86 | $243,303.24 | -$8,178.62 | -3.25% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 6,877 | $423,074.78 | $791,336.39 | $368,261.61 | 87.04% |
Benjamin Cannon Tillman Hartley LLC | 2,784 | $196,483.71 | $304,625.28 | $108,141.57 | 55.04% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 13,243 | $906,107 | $1.45M | $547,841.97 | 60.46% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 29,929 | $1.46M | $3.26M | $1.8M | 123% |
Nicholas Brown Granite Harbor Advisors Inc. | 9,489 | $470,496.42 | $1.08M | $607,833.54 | 129.19% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 5,834 | $317,542.74 | $640,631.54 | $323,088.8 | 101.75% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 313,604 | $25.6M | $35.64M | $10.04M | 39.23% |
Beth Zilka Baron Wealth Management LLC | 12,651 | $744,334.61 | $1.44M | $693,325.03 | 93.15% |