| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 3,165 | $418,668.28 | $528,808.21 | $110,139.93 | 26.31% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 5,367 | $572,335.19 | $896,718.37 | $324,383.18 | 56.68% |
Bill Scoggins First Citizens Asset Management Inc. | 165,173 | $20.33M | $27.6M | $7.27M | 35.76% |
Michael R. Panico Arcadia Wealth Management LLC | 42,775 | $5.85M | $7.15M | $1.3M | 22.27% |
Jeffrey Hanson Breakwater Capital Group | 3,039 | $319,214.47 | $507,756.13 | $188,541.66 | 59.06% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,449 | $258,395.34 | $409,178.92 | $150,783.58 | 58.35% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 5,437 | $713,256.42 | $908,413.97 | $195,157.55 | 27.36% |
Lydia Moore MRP Capital Investments LLC | 122 | $17,781 | $20,894.94 | $3,113.94 | 17.51% |
Moises Valladares Insigneo Advisory Services LLC | 4,391 | $696,165.87 | $761,575.04 | $65,409.17 | 9.4% |
John Canning Mi LLCreek Capital Advisors LLC | 52,609 | $6.12M | $8.79M | $2.67M | 43.61% |
David Stevens Stevens Capital Partners | 4,904 | $572,863.88 | $839,908.08 | $267,044.2 | 46.62% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,849 | $914,362.35 | $1.31M | $397,048.59 | 43.42% |
| KLM Kate L. Miller STAR Financial Bank | 6,180 | $668,057.11 | $1.06M | $390,391.49 | 58.44% |
Ashley Buboltz Moran Wealth Management LLC | 78,357 | $12.84M | $13.09M | $251,476.26 | 1.96% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,039 | $263,710.78 | $340,676.12 | $76,965.34 | 29.19% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,675 | $217,391.79 | $279,859 | $62,467.21 | 28.73% |
Vickie Chrisman LMG Wealth Partners LLC | 17,142 | $2.39M | $2.94M | $549,915.71 | 22.97% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 5 | $729 | $835.4 | $106.4 | 14.6% |
Sheila J. Lindsay Bensler LLC | 4,323 | $516,731.88 | $722,286.85 | $205,554.97 | 39.78% |
Jill Batley Gateway Wealth Partners LLC | 6,470 | $901,876.05 | $1.08M | $179,131.56 | 19.86% |