| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Todd Schanel Core Wealth Management Inc. | 3,590 | $453,473.72 | $1.22M | $769,244.38 | 169.63% |
David Stevens Stevens Capital Partners | 7,774 | $2.1M | $2.69M | $588,216.71 | 28.05% |
Michael Radoff LGT Financial Advisors LLC | 1,079 | $203,392.96 | $370,949.41 | $167,556.45 | 82.38% |
| TAL TFB Advisors LLC TFB Advisors LLC | 10,462 | $1.7M | $3.61M | $1.91M | 112.08% |
Dana Anspach Sensible Money LLC | 4,736 | $420,606.52 | $1.65M | $1.23M | 293.4% |
Scott Highmark Mosaic Family Wealth Partners LLC | 22,599 | $6.71M | $7.74M | $1.03M | 15.31% |
Scott Paschal Financial Partners Group LLC | 78,871 | $7.94M | $27.55M | $19.6M | 246.73% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 10,289 | $1.19M | $3.61M | $2.42M | 203.71% |
Brendan G. Moody Watershed Private Wealth LLC | 1,319 | $118,701.92 | $460,621.18 | $341,919.26 | 288.05% |
Jarrod Musick Destiny Capital Corp./ Co. | 637 | $227,512 | $221,644.15 | -$5,867.85 | -2.58% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 21,813 | $2.91M | $7.58M | $4.68M | 160.8% |
Robert B. LaRue Owen LaRue LLC | 983 | $264,499.84 | $338,515.71 | $74,015.87 | 27.98% |
| KLM Kate L. Miller STAR Financial Bank | 4,640 | $1.22M | $1.62M | $401,247.82 | 32.89% |
Ashley Buboltz Moran Wealth Management LLC | 84,341 | $11.89M | $28.78M | $16.89M | 142.04% |
Steven Trigili Garden State Investment Advisory Services LLC | 16,324 | $3M | $5.59M | $2.59M | 86.35% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 12,327 | $1.73M | $4.25M | $2.52M | 145.01% |
Kun Gao Sherbrooke Park Advisers LLC | 1,723 | $539,299 | $594,073.17 | $54,774.17 | 10.16% |
| LK Lenny Kisin Applied Capital LLC/FL | 730 | $227,218.01 | $255,116.75 | $27,898.74 | 12.28% |
Jeffrey Rosenthal Viawealth LLC | 11,338 | $1.02M | $3.93M | $2.91M | 285.41% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 3,779 | $426,922.79 | $1.32M | $890,663.35 | 208.62% |