| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Gray Lodestar Private Asset Management LLC | 3,232 | $319,334.9 | $528,787.52 | $209,452.62 | 65.59% |
Amy Ardeel Icon Wealth Advisors LLC | 14,139 | $1.81M | $2.31M | $501,572.39 | 27.69% |
| TT Thaddeus Toal RCS Financial Planning LLC | 1,771 | $223,945.99 | $289,753.31 | $65,807.32 | 29.39% |
Joseph A. Feste KM Capital Management Ltd. | 136,877 | $22.48M | $23.33M | $844,397.88 | 3.76% |
Crystal McKeon TSA Wealth Managment LLC | 7,429 | $959,954.56 | $1.22M | $255,504.13 | 26.62% |
Andy Peters Goldstein Advisors LLC | 1.25M | $161.32M | $203.81M | $42.49M | 26.34% |
Robin Sherwood HTG Investment Advisors Inc. | 1,223 | $200,902 | $205,940.97 | $5,038.97 | 2.51% |
Bepin Serraj Richard W. Paul & Associates LLC | 5 | $712.31 | $847.75 | $135.44 | 19.01% |
Nathan Blair Palo Alto Wealth Advisors LLC | 1,349 | $201,001 | $220,709.89 | $19,708.89 | 9.81% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 26,195 | $2.53M | $4.29M | $1.76M | 69.48% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 104,642 | $14.69M | $17.12M | $2.43M | 16.51% |
Justin Halverson Great Waters Wealth Management | 2,822 | $341,741.42 | $461,707.42 | $119,966 | 35.1% |
Walter J. West Milestone Asset Management LLC | 7,693 | $653,980.43 | $1.26M | $604,671.3 | 92.46% |
Paul L. Moffat Arista Wealth Management LLC | 4,796 | $647,652.04 | $784,673.56 | $137,021.52 | 21.16% |
| THL Team Hewins LLC Team Hewins LLC | 1,308 | $182,468.14 | $214,001.88 | $31,533.74 | 17.28% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 15,480 | $1.47M | $2.53M | $1.06M | 72.22% |
David Bach River Street Advisors LLC | 4,746 | $561,016.43 | $776,493.06 | $215,476.63 | 38.41% |
Moises Valladares Insigneo Advisory Services LLC | 18,038 | $2.11M | $3.07M | $968,429.8 | 45.99% |
John Canning Mi LLCreek Capital Advisors LLC | 12,047 | $1.56M | $1.97M | $406,292.86 | 25.97% |
David Stevens Stevens Capital Partners | 123,645 | $12.13M | $20.96M | $8.83M | 72.77% |