| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jordan Szekely Cherrydale Wealth Management LLC | 10,854 | $3.64M | $4.56M | $924,781.77 | 25.43% |
Doug Peabody Stegner Investment Associates Inc. | 17,918 | $3.6M | $7.52M | $3.92M | 109% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 143 | $41,188.29 | $59,677.47 | $18,489.18 | 44.89% |
Nabeed Zaman Eagle Strategies LLC | 3,937 | $1.07M | $1.64M | $574,038.24 | 53.81% |
Caitlin Garner SC&H Financial Advisors Inc. | 5,280 | $1.24M | $2.22M | $975,782.54 | 78.68% |
M. Katherine Pieper Unionview LLC | 717 | $206,683.87 | $301,469.82 | $94,785.95 | 45.86% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 750 | $183,839.5 | $315,742.5 | $131,903 | 71.75% |
Jason Whitby Stone Summit Wealth LLC | 788 | $206,660.88 | $330,731.48 | $124,070.6 | 60.04% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 22 | $8,040.56 | $9,234.5 | $1,193.94 | 14.85% |
Clint Dunn Beaird Harris Wealth Management LLC | 496 | $119,757.77 | $206,591.44 | $86,833.67 | 72.51% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 13,965 | $3.69M | $5.89M | $2.2M | 59.74% |
Penny A. Phillips Journey Strategic Wealth LLC | 41,533 | $9.45M | $17.3M | $7.85M | 83.08% |
Caroline Jankowski Operose Advisors LLC | 1,022 | $371,219.2 | $426,071.8 | $54,852.6 | 14.78% |
Lonny Elfenbein West Michigan Advisors LLC | 1,117 | $348,387.02 | $467,810.77 | $119,423.75 | 34.28% |
Jay Richards Investment Advisory Group LLC | 518 | $212,121 | $217,399.42 | $5,278.42 | 2.49% |
| CB Catherine Bluvol Next Level Private LLC | 2,268 | $557,320.11 | $956,132.1 | $398,811.99 | 71.56% |
Andrew Burkey Joseph Group Capital Management | 966 | $287,423.64 | $403,855.62 | $116,431.98 | 40.51% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,785 | $2.65M | $3.25M | $603,233.7 | 22.8% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,223 | $500,818.5 | $509,630.21 | $8,811.71 | 1.76% |
Bill McVay Red Tortoise LLC | 7,837 | $1.9M | $3.27M | $1.37M | 71.71% |