| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynn A. Jackson Dopkins Wealth Management LLC | 69,610 | $1.77M | $2.61M | $844,350.02 | 47.77% |
Dominic Corabi Wedmont Private Capital | 11,075 | $259,819.5 | $415,534 | $155,714.5 | 59.93% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 184,529 | $4.62M | $6.92M | $2.31M | 49.99% |
| DR Dori Riddle DBK Financial Counsel LLC | 58,119 | $1.74M | $2.18M | $445,434.84 | 25.67% |
Stanley D. Royer Claris Advisors LLC / Mo / | 249,442 | $6.83M | $9.36M | $2.53M | 37.06% |
Matt Shibata Morling Financial Advisors LLC | 736,803 | $18.09M | $27.64M | $9.55M | 52.78% |
Barry Oliver Capital Performance Advisors LLP | 5,012 | $201,532.52 | $197,272.32 | -$4,260.2 | -2.11% |
| EM Eric Malden Shearwater Capital LLC | 33,970 | $865,484.29 | $1.27M | $409,070.11 | 47.26% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 74,105 | $1.79M | $2.78M | $991,164.59 | 55.4% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 142,993 | $3.46M | $5.37M | $1.91M | 55.18% |
Jeffrey McClean Solidarity Wealth LLC | 11,836 | $475,925.56 | $444,086.72 | -$31,838.84 | -6.69% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 4,979 | $200,205.59 | $186,812.08 | -$13,393.51 | -6.69% |
Matthew Watters Midwest Heritage Bank, FSB | 229,088 | $5.96M | $8.6M | $2.64M | 44.22% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 6,566 | $207,603.82 | $246,356.32 | $38,752.5 | 18.67% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 160 | $6,433.6 | $6,003.2 | -$430.4 | -6.69% |
Jacob B. Rue Shore Point Advisors LLC | 198,412 | $4.85M | $7.44M | $2.6M | 53.61% |
Caitlin Garner SC&H Financial Advisors Inc. | 421,263 | $10.52M | $15.81M | $5.28M | 50.2% |
Arlie W. Green Fortress Wealth Management Inc. | 23,186 | $524,139.54 | $869,938.72 | $345,799.18 | 65.97% |
Amir Ali Monsefi Aire Advisors LLC | 19,381 | $511,033.61 | $762,836.16 | $251,802.55 | 49.27% |
| CC Cortney Cost Kraft Asset Management LLC | 16,109 | $442,901.73 | $604,409.68 | $161,507.95 | 36.47% |