| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Christ Oak Hill Wealth Advisors LLC | 19,041 | $2.75M | $4.83M | $2.08M | 75.57% |
David Bach River Street Advisors LLC | 13,317 | $2.35M | $3.31M | $963,838.34 | 41.07% |
Moises Valladares Insigneo Advisory Services LLC | 22,580 | $3.89M | $5.85M | $1.96M | 50.55% |
John Canning Mi LLCreek Capital Advisors LLC | 227,635 | $40.03M | $57.8M | $17.77M | 44.38% |
| NH Nathaniel Holden Core Wealth Partners LLC | 11,580 | $2M | $2.88M | $880,661.49 | 44.07% |
Todd Schanel Core Wealth Management Inc. | 1,254 | $234,700.42 | $324,861.24 | $90,160.82 | 38.42% |
David Stevens Stevens Capital Partners | 2,035 | $421,641.35 | $516,706.85 | $95,065.5 | 22.55% |
Michael Radoff LGT Financial Advisors LLC | 326 | $51,011.26 | $81,046.86 | $30,035.6 | 58.88% |
Dana Anspach Sensible Money LLC | 861 | $218,582 | $218,642.34 | $60.34 | 0.03% |
Scott Highmark Mosaic Family Wealth Partners LLC | 15,917 | $3.37M | $4.04M | $673,269.52 | 19.99% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 22,697 | $4.03M | $5.78M | $1.74M | 43.26% |
Brendan G. Moody Watershed Private Wealth LLC | 1,047 | $196,307.85 | $265,215.57 | $68,907.72 | 35.1% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 7,848 | $1.28M | $2.02M | $737,477.34 | 57.54% |
Robert B. LaRue Owen LaRue LLC | 14,169 | $2.96M | $3.6M | $637,153.45 | 21.52% |
| KLM Kate L. Miller STAR Financial Bank | 4,695 | $932,550.76 | $1.19M | $258,688.11 | 27.74% |
Ashley Buboltz Moran Wealth Management LLC | 88,810 | $15.27M | $22.55M | $7.28M | 47.67% |
Kyle Moore Quarry Hill Advisors LLC | 2,432 | $440,950.35 | $625,826.56 | $184,876.21 | 41.93% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,003 | $535,576.14 | $762,491.73 | $226,915.59 | 42.37% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 10,053 | $1.78M | $2.5M | $717,435.04 | 40.26% |
| LK Lenny Kisin Applied Capital LLC/FL | 11,036 | $1.95M | $2.79M | $841,664.79 | 43.18% |