| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Pappas Cottonwood Capital Advisors LLC | 57,511 | $3.99M | $5.88M | $1.89M | 47.46% |
Matthew Watters Midwest Heritage Bank, FSB | 43,674 | $2.89M | $4.49M | $1.59M | 55.03% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 44,827 | $4.34M | $4.6M | $260,669 | 6.01% |
| TA Thomas Anderton 626 Financial LLC | 2,645 | $209,298.85 | $270,649.62 | $61,350.77 | 29.31% |
Marc H. Stone Tyler-Stone Wealth Management | 7,008 | $522,031.76 | $717,549.12 | $195,517.36 | 37.45% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,514 | $176,034.2 | $257,094.21 | $81,060.01 | 46.05% |
Samuel Miller Kraft, Davis & Associates LLC | 5,141 | $398,123.78 | $526,129.94 | $128,006.16 | 32.15% |
| DW Darren Woolson Asset Allocation Strategies LLC | 6,886 | $617,686.12 | $704,713.24 | $87,027.12 | 14.09% |
Timothy Gerlach Novem Group | 6,368 | $589,374.55 | $651,701.12 | $62,326.57 | 10.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,766 | $205,911.26 | $282,726.69 | $76,815.43 | 37.31% |
| TL Tradewinds LLC Tradewinds LLC | 5,772 | $558,729.6 | $592,697.82 | $33,968.22 | 6.08% |
Mariana Coli Dunhill Financial LLC | 217 | $17,062 | $22,184.99 | $5,122.99 | 30.03% |
Loni Adams Daymark Wealth Partners LLC | 15,377 | $1.42M | $1.58M | $151,524.26 | 10.63% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 84,620 | $6.23M | $8.65M | $2.42M | 38.88% |
| KLM Kate L. Miller STAR Financial Bank | 6,279 | $460,975.68 | $641,902.17 | $180,926.49 | 39.25% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,449 | $236,712.44 | $250,961.27 | $14,248.83 | 6.02% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 360 | $33,246 | $36,867.6 | $3,621.6 | 10.89% |
Jill Batley Gateway Wealth Partners LLC | 37,826 | $3.48M | $3.88M | $399,055.94 | 11.47% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 16,814 | $1.29M | $1.72M | $437,058.97 | 33.99% |
| JC Jared Calvert Buck Wealth Strategies LLC | 147 | $14,229 | $15,046.18 | $817.18 | 5.74% |