| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Todd Schanel Core Wealth Management Inc. | 1,254 | $234,700.42 | $321,462.91 | $86,762.49 | 36.97% |
David Stevens Stevens Capital Partners | 2,035 | $421,641.35 | $527,533.07 | $105,891.72 | 25.11% |
Michael Radoff LGT Financial Advisors LLC | 326 | $51,011.26 | $83,570.1 | $32,558.84 | 63.83% |
Dana Anspach Sensible Money LLC | 861 | $218,582 | $220,717.36 | $2,135.36 | 0.98% |
Scott Highmark Mosaic Family Wealth Partners LLC | 15,917 | $3.37M | $4.06M | $689,504.7 | 20.47% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 21,528 | $3.74M | $5.52M | $1.78M | 47.75% |
Brendan G. Moody Watershed Private Wealth LLC | 1,047 | $196,307.85 | $268,398.46 | $72,090.61 | 36.72% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 7,848 | $1.28M | $2.01M | $730,159.16 | 56.97% |
Robert B. LaRue Owen LaRue LLC | 14,169 | $2.96M | $3.63M | $671,725.95 | 22.69% |
| KLM Kate L. Miller STAR Financial Bank | 4,695 | $932,550.76 | $1.22M | $284,534.14 | 30.51% |
Ashley Buboltz Moran Wealth Management LLC | 88,810 | $15.27M | $22.64M | $7.37M | 48.27% |
Kyle Moore Quarry Hill Advisors LLC | 2,432 | $440,950.35 | $623,443.22 | $182,492.87 | 41.39% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,605 | $434,497.13 | $667,791.78 | $233,294.65 | 53.69% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 10,053 | $1.78M | $2.58M | $795,245.36 | 44.63% |
| LK Lenny Kisin Applied Capital LLC/FL | 11,063 | $1.95M | $2.84M | $881,891.12 | 45.13% |
Jeffrey Rosenthal Viawealth LLC | 2,494 | $413,961.07 | $639,336.92 | $225,375.85 | 54.44% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 1,740 | $321,084.01 | $443,578.18 | $122,494.17 | 38.15% |
| FFL Financial Freedom LLC Financial Freedom LLC | 5,097 | $896,790.53 | $1.3M | $402,587.63 | 44.89% |
| SL Sarah Ludden Clifford Group LLC | 980 | $239,429 | $251,223.01 | $11,794.01 | 4.93% |
Andrew Lewis Genesis Private Wealth LLC | 1,629 | $250,239.26 | $417,594.17 | $167,354.91 | 66.88% |