| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alicia Fuschak Avid Wealth Partners LLC | 15,060 | $9.16M | $11.38M | $2.21M | 24.17% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 622 | $370,725.95 | $464,459.82 | $93,733.87 | 25.28% |
Denise Reinert CGC Financial Services, LLC | 839 | $449,931.85 | $632,765.41 | $182,833.56 | 40.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 846,215 | $493.3M | $631.89M | $138.59M | 28.09% |
Peter David N Soliman Second Line Capital, LLC | 2,373 | $1.34M | $1.79M | $453,309.79 | 33.84% |
Anthony Moeller MN Wealth Advisors, LLC | 1,472 | $837,847.91 | $1.11M | $274,233.37 | 32.73% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 425 | $163,288.77 | $321,083.25 | $157,794.48 | 96.64% |
Adam M Corrie CAPSTONE CAPITAL LLC | 525 | $347,762.05 | $396,632.25 | $48,870.2 | 14.05% |
Matthew Wright Disciplina Capital Management LLC | 23,880 | $13.07M | $18.04M | $4.97M | 38.06% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 58,378 | $30.36M | $44.1M | $13.74M | 45.25% |
Mathieu Cornu Pictet Asset Management Holding SA | 1,386 | $924,182.44 | $1.05M | $122,926.69 | 13.3% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 54,846 | $17.98M | $41.44M | $23.45M | 130.41% |
Marilou Davido WFA Asset Management Corp | 129 | $80,096.1 | $97,458.21 | $17,362.11 | 21.68% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 512 | $304,717.83 | $386,810.88 | $82,093.05 | 26.94% |
Dina Fliss Global View Capital Management LLC | 1,794 | $1.23M | $1.36M | $126,566.68 | 10.3% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 28,478 | $15.11M | $21.51M | $6.4M | 42.34% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 756 | $361,088.83 | $571,883.78 | $210,794.95 | 58.38% |
Kevin Orr Centennial Bank/AR/ | 3,791 | $1.47M | $2.86M | $1.39M | 94.32% |
Mitch S Zides Constant Guidance Financial LLC | 503 | $328,565 | $378,859.6 | $50,294.6 | 15.31% |
Jon Greer GSG Advisors LLC | 8,932 | $4.01M | $6.75M | $2.73M | 68.1% |