| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 1,265 | $752,449.25 | $977,832.35 | $225,383.1 | 29.95% |
| SS Sasha Stewart Marmo Financial Group LLC | 418 | $229,286.34 | $319,937.2 | $90,650.86 | 39.54% |
Lydia Moore MRP Capital Investments LLC | 9,628 | $4.95M | $7.44M | $2.49M | 50.22% |
Jesse Haller Compass Financial Group Inc./SD | 468 | $255,940.23 | $362,788.92 | $106,848.69 | 41.75% |
Neil Christ Oak Hill Wealth Advisors LLC | 510 | $286,569 | $395,076.6 | $108,507.6 | 37.86% |
David Bach River Street Advisors LLC | 2,576 | $1.54M | $2M | $459,593.65 | 29.89% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 802 | $310,862.58 | $621,766.56 | $310,903.98 | 100.01% |
Moises Valladares Insigneo Advisory Services LLC | 20,466 | $12.24M | $15.67M | $3.43M | 28.06% |
John Canning Mi LLCreek Capital Advisors LLC | 34,276 | $15.39M | $26.43M | $11.04M | 71.7% |
| NH Nathaniel Holden Core Wealth Partners LLC | 774 | $322,085.46 | $599,401.08 | $277,315.62 | 86.1% |
David Stevens Stevens Capital Partners | 40,339 | $22.33M | $31.23M | $8.9M | 39.86% |
| TAL TFB Advisors LLC TFB Advisors LLC | 12,692 | $8.59M | $9.83M | $1.24M | 14.37% |
Dana Anspach Sensible Money LLC | 2,417 | $1.17M | $1.87M | $709,379.8 | 60.87% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,574 | $2.24M | $2.75M | $502,975.26 | 22.41% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 42,102 | $20.13M | $32.63M | $12.5M | 62.11% |
Stephen K. Hassell Hassell Wealth Management LLC | 649 | $331,371.98 | $497,091.81 | $165,719.83 | 50.01% |
Brendan G. Moody Watershed Private Wealth LLC | 90,706 | $48.34M | $70.31M | $21.97M | 45.45% |
Jarrod Musick Destiny Capital Corp./ Co. | 41,038 | $19.63M | $31.74M | $12.11M | 61.7% |
| KLM Kate L. Miller STAR Financial Bank | 3,473 | $2.04M | $2.69M | $655,693.42 | 32.18% |
Kyle Moore Quarry Hill Advisors LLC | 275 | $184,057.14 | $212,471.87 | $28,414.73 | 15.44% |