| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Swedberg PACK Private Wealth LLC | 8,575 | $345,919.05 | $545,627.25 | $199,708.2 | 57.73% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,270 | $96,679.3 | $142,953.25 | $46,273.95 | 47.86% |
April Lamb Sovereign Investment Advisors LLC | 20,337 | $1.3M | $1.3M | $2,775.02 | 0.21% |
M. Katherine Pieper Unionview LLC | 30,258 | $1.25M | $1.93M | $676,650.76 | 54.09% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 9,990 | $381,320.5 | $643,256.1 | $261,935.6 | 68.69% |
Jonathan Yarger Yarger Wealth Strategies LLC | 8,546 | $492,485.26 | $550,276.94 | $57,791.68 | 11.73% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 81 | $4,339.88 | $5,215.59 | $875.71 | 20.18% |
Ryan Gough Perfromance Wealth Partners LLC | 7,028 | $480,785.48 | $462,020.72 | -$18,764.76 | -3.9% |
Clint Dunn Beaird Harris Wealth Management LLC | 229 | $9,576.78 | $14,465.93 | $4,889.15 | 51.05% |
Caroline Jankowski Operose Advisors LLC | 2,005 | $113,863.95 | $129,101.95 | $15,238 | 13.38% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 6,012 | $299,090.16 | $387,112.68 | $88,022.52 | 29.43% |
John Gorlow Cardiff Park Advisors LLC | 17,348 | $843,018.64 | $1.12M | $274,019.08 | 32.5% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,799 | $218,907.59 | $315,486.26 | $96,578.67 | 44.12% |
Jay Richards Investment Advisory Group LLC | 7,286 | $364,622.11 | $478,981.64 | $114,359.53 | 31.36% |
Andrew Burkey Joseph Group Capital Management | 1,445 | $60,863.87 | $93,043.55 | $32,179.68 | 52.87% |
Sean Reitenbach Prosperity Consulting Group LLC | 21,246 | $1.14M | $1.37M | $232,359.96 | 20.46% |
Kathleen Thornhill Confluence Wealth Services Inc. | 116,681 | $5.32M | $7.51M | $2.19M | 41.11% |
Bill McVay Red Tortoise LLC | 29,106 | $1.45M | $1.87M | $427,348.8 | 29.54% |
Cole Bruner Buska Wealth Management LLC | 74,384 | $4.89M | $4.73M | -$152,848.21 | -3.13% |
Gery Sadzewicz Forum Private Client Group LLC | 6,182 | $258,782.22 | $393,546.12 | $134,763.9 | 52.08% |