| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 51,933 | $10.47M | $12.28M | $1.81M | 17.3% |
Taylor Jobe MKT Advisors LLC | 4,450 | $693,034.46 | $1.05M | $360,480.79 | 52.01% |
Seth Scher Matrix Private Capital Group LLC | 4,689 | $992,468.85 | $1.11M | $119,105.49 | 12% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,026 | $200,500.92 | $241,448.58 | $40,947.66 | 20.42% |
Derek Swedberg PACK Private Wealth LLC | 5,205 | $813,742.89 | $1.23M | $412,034.61 | 50.63% |
William Liberti Wealth Effects LLC | 6,014 | $874,624.96 | $1.42M | $544,197.92 | 62.22% |
Katherine Andersen Western Pacific Wealth Management LP | 301 | $47,175.81 | $70,873.46 | $23,697.65 | 50.23% |
Doug Peabody Stegner Investment Associates Inc. | 16,086 | $1.91M | $3.77M | $1.86M | 97.36% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,264 | $428,525.1 | $532,900.32 | $104,375.22 | 24.36% |
Nabeed Zaman Eagle Strategies LLC | 4,492 | $868,164.33 | $1.06M | $189,521.99 | 21.83% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 11,999 | $1.81M | $2.83M | $1.01M | 55.82% |
M. Katherine Pieper Unionview LLC | 1,701 | $228,632.98 | $400,347.36 | $171,714.38 | 75.1% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 906 | $188,703.5 | $214,518.14 | $25,814.64 | 13.68% |
Jason Whitby Stone Summit Wealth LLC | 2,054 | $320,757.38 | $485,894.24 | $165,136.86 | 51.48% |
Ryan Gough Perfromance Wealth Partners LLC | 1,966 | $314,605.26 | $464,673.93 | $150,068.67 | 47.7% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 1,098 | $249,311.88 | $258,831.54 | $9,519.66 | 3.82% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 20,864 | $3.58M | $4.91M | $1.33M | 37.14% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,149 | $1.13M | $1.45M | $320,985.22 | 28.52% |
Russell Kartub Insight Inv LLC | 376 | $58,892.88 | $88,636.36 | $29,743.48 | 50.5% |
Tyler Glazier New Millennium Group LLC | 30 | $5,460.3 | $7,070.55 | $1,610.25 | 29.49% |