| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 4,395 | $751,560.49 | $1.13M | $375,097.76 | 49.91% |
John Keene Keene & Associates Inc. | 20,328 | $3.44M | $5.21M | $1.77M | 51.35% |
Caitlin Garner SC&H Financial Advisors Inc. | 1,579 | $267,658.66 | $404,776.67 | $137,118.01 | 51.23% |
Patrick Severson TrueWealth Financial Partners | 884 | $216,084.96 | $226,613.41 | $10,528.45 | 4.87% |
Bert Miller Miller Wealth Advisors LLC | 430 | $106,995.85 | $110,230.5 | $3,234.65 | 3.02% |
April Lamb Sovereign Investment Advisors LLC | 1,587 | $387,926.28 | $406,827.47 | $18,901.19 | 4.87% |
M. Katherine Pieper Unionview LLC | 3,045 | $520,048.8 | $780,585.78 | $260,536.98 | 50.1% |
Amir Ali Monsefi Aire Advisors LLC | 7,261 | $1.23M | $1.86M | $633,725.7 | 51.62% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 5,086 | $817,431.8 | $1.3M | $486,364.35 | 59.5% |
Jason Whitby Stone Summit Wealth LLC | 4,100 | $729,166.19 | $1.05M | $321,868.85 | 44.14% |
Katherine Saltonstall Sandy Cove Advisors LLC | 7,731 | $1.4M | $1.98M | $584,433.66 | 41.82% |
Albert Luong Canoe Financia LLP | 716,237 | $152.54M | $183.61M | $31.06M | 20.36% |
Kimberly Foster Laraway Financial Advisors Inc. | 4,756 | $802,969.83 | $1.22M | $416,230.82 | 51.84% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 801 | $195,796.44 | $205,336.36 | $9,539.92 | 4.87% |
Tracy Murray EdgeRock Capital LLC | 4,952 | $937,752.85 | $1.27M | $331,692.4 | 35.37% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 20,520 | $3.35M | $5.26M | $1.91M | 57.01% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 8,700 | $1.41M | $2.23M | $825,140.1 | 58.72% |
David Mailloux WealthCare Investment Partners LLC | 2,257 | $423,466.37 | $578,581.97 | $155,115.6 | 36.63% |
David Lutz LifeGuide Financial Advisors LLC | 910 | $222,449.93 | $233,278.51 | $10,828.58 | 4.87% |
| CF Cheryl Fluker Members Advisory Group LLC | 844 | $206,335.95 | $216,359.41 | $10,023.46 | 4.86% |