| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Anspach Sensible Money LLC | 22,419 | $1.06M | $1.75M | $689,171.11 | 64.94% |
Scott Highmark Mosaic Family Wealth Partners LLC | 20,136 | $1.03M | $1.58M | $557,716.05 | 54.37% |
Stephen K. Hassell Hassell Wealth Management LLC | 9,694 | $468,442.6 | $753,563.09 | $285,120.49 | 60.87% |
Brendan G. Moody Watershed Private Wealth LLC | 18,921 | $943,660.86 | $1.48M | $533,312.4 | 56.52% |
Robert B. LaRue Owen LaRue LLC | 11,424 | $796,824 | $898,383.36 | $101,559.36 | 12.75% |
| KLM Kate L. Miller STAR Financial Bank | 11,972 | $832,430.96 | $934,354.74 | $101,923.78 | 12.24% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 96,030 | $6.48M | $7.49M | $1.01M | 15.63% |
| CJ Carl Jurgens Walker Financial Services Inc. | 82,973 | $5.74M | $6.47M | $726,209.85 | 12.65% |
| FFL Financial Freedom LLC Financial Freedom LLC | 3,962 | $196,736.09 | $308,956.76 | $112,220.67 | 57.04% |
Andrew Lewis Genesis Private Wealth LLC | 74,798 | $5.13M | $6M | $866,576.15 | 16.88% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 314,749 | $21.39M | $24.75M | $3.36M | 15.73% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 21 | $1,465 | $1,636.21 | $171.21 | 11.69% |
Paul B. Ordonio Park Place Capital Corp. | 64,252 | $3.95M | $5.01M | $1.06M | 26.81% |
| SM Sarah Moore BOS Asset Management LLC | 2,701 | $223,751 | $216,674.22 | -$7,076.78 | -3.16% |
Andrew Hass RF&L Wealth Management LLC | 51,614 | $2.55M | $4.02M | $1.46M | 57.17% |
Sheila J. Lindsay Bensler LLC | 2,919 | $241,838 | $234,162.18 | -$7,675.82 | -3.17% |
Jeffrey Steele Silverlake Wealth Management LLC | 17,082 | $1.1M | $1.34M | $243,424.12 | 22.13% |
Kevin Kroskey True Wealth Design LLC | 32 | $2,232.03 | $2,498.88 | $266.85 | 11.96% |
Jill Batley Gateway Wealth Partners LLC | 169,939 | $11.85M | $13.1M | $1.25M | 10.56% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 2,720 | $225,335 | $211,561.6 | -$13,773.4 | -6.11% |