| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Doug Peabody Stegner Investment Associates Inc. | 18,226 | $3.66M | $7.44M | $3.79M | 103.57% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 143 | $41,188.29 | $58,398.34 | $17,210.05 | 41.78% |
Nabeed Zaman Eagle Strategies LLC | 3,928 | $1.06M | $1.6M | $541,076.56 | 50.9% |
Caitlin Garner SC&H Financial Advisors Inc. | 5,278 | $1.24M | $2.16M | $916,067.98 | 73.91% |
M. Katherine Pieper Unionview LLC | 717 | $206,683.87 | $292,808.46 | $86,124.59 | 41.67% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 750 | $183,839.5 | $317,452.5 | $133,613 | 72.68% |
Jason Whitby Stone Summit Wealth LLC | 788 | $206,660.88 | $321,803.44 | $115,142.56 | 55.72% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 22 | $8,040.56 | $8,984.36 | $943.8 | 11.74% |
Clint Dunn Beaird Harris Wealth Management LLC | 496 | $119,757.77 | $202,556.48 | $82,798.71 | 69.14% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 13,965 | $3.69M | $5.91M | $2.22M | 60.31% |
Penny A. Phillips Journey Strategic Wealth LLC | 41,533 | $9.45M | $16.96M | $7.51M | 79.54% |
Caroline Jankowski Operose Advisors LLC | 1,022 | $371,219.2 | $432,581.94 | $61,362.74 | 16.53% |
Lonny Elfenbein West Michigan Advisors LLC | 1,117 | $348,387.02 | $456,160.46 | $107,773.44 | 30.93% |
Jay Richards Investment Advisory Group LLC | 518 | $212,121 | $218,160.88 | $6,039.88 | 2.85% |
| CB Catherine Bluvol Next Level Private LLC | 2,268 | $557,320.11 | $926,205.84 | $368,885.73 | 66.19% |
Andrew Burkey Joseph Group Capital Management | 966 | $287,423.64 | $406,840.56 | $119,416.92 | 41.55% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,785 | $2.65M | $3.3M | $649,904.78 | 24.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,223 | $500,818.5 | $499,448.74 | -$1,369.76 | -0.27% |
Bill McVay Red Tortoise LLC | 7,837 | $1.9M | $3.2M | $1.3M | 68.08% |
Samantha Pierangeli City State Bank | 525 | $110,523 | $214,399.5 | $103,876.5 | 93.99% |