| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 187,226 | $13.19M | $18.39M | $5.21M | 39.51% |
Ashley Goggins Hidden Cove Wealth Management LLC | 3,091 | $269,946.2 | $303,690.75 | $33,744.55 | 12.5% |
Dean Pelos Commonwealth Retirement Investments LLC | 3,656 | $321,626.8 | $359,202 | $37,575.2 | 11.68% |
Andy Peters Goldstein Advisors LLC | 14,601 | $952,010.27 | $1.43M | $482,537.98 | 50.69% |
Bill Scoggins First Citizens Asset Management Inc. | 212,161 | $15.45M | $20.84M | $5.39M | 34.91% |
Bepin Serraj Richard W. Paul & Associates LLC | 117,424 | $7.73M | $11.87M | $4.14M | 53.54% |
Jeffrey Hanson Breakwater Capital Group | 12,945 | $863,277.09 | $1.27M | $408,569.16 | 47.33% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 5,887 | $382,327.96 | $578,397.75 | $196,069.79 | 51.28% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 59,590 | $4.61M | $5.85M | $1.25M | 27.08% |
Walter J. West Milestone Asset Management LLC | 3,428 | $331,166 | $336,801 | $5,635 | 1.7% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 2,838 | $214,335.38 | $278,833.5 | $64,498.12 | 30.09% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 10,052 | $661,934.26 | $987,609 | $325,674.74 | 49.2% |
Lydia Moore MRP Capital Investments LLC | 1,347 | $121,099.25 | $136,154.76 | $15,055.51 | 12.43% |
David Bach River Street Advisors LLC | 8,866 | $751,932.28 | $871,084.5 | $119,152.22 | 15.85% |
Moises Valladares Insigneo Advisory Services LLC | 12,025 | $1.04M | $1.22M | $173,919.89 | 16.68% |
John Canning Mi LLCreek Capital Advisors LLC | 4.64M | $348.92M | $455.42M | $106.5M | 30.52% |
David Stevens Stevens Capital Partners | 13,458 | $842,506.73 | $1.36M | $517,827.94 | 61.46% |
| TAL TFB Advisors LLC TFB Advisors LLC | 65,589 | $4.59M | $6.56M | $1.98M | 43.08% |
Dana Anspach Sensible Money LLC | 5,532 | $351,132.14 | $543,519 | $192,386.86 | 54.79% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,467 | $504,861.6 | $733,632.75 | $228,771.15 | 45.31% |