| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Stevens Stevens Capital Partners | 7,118 | $2.27M | $2.44M | $167,969.75 | 7.39% |
Michael Radoff LGT Financial Advisors LLC | 46 | $11,111.82 | $15,764.43 | $4,652.61 | 41.87% |
| TAL TFB Advisors LLC TFB Advisors LLC | 3,565 | $873,928.5 | $1.23M | $351,540.25 | 40.23% |
Dana Anspach Sensible Money LLC | 2,041 | $278,304.35 | $683,867.66 | $405,563.31 | 145.73% |
Scott Highmark Mosaic Family Wealth Partners LLC | 16,056 | $4.02M | $5.44M | $1.41M | 35.15% |
Scott Paschal Financial Partners Group LLC | 46,413 | $6.32M | $15.51M | $9.19M | 145.43% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 7,726 | $1.1M | $2.58M | $1.48M | 134.57% |
Stephen K. Hassell Hassell Wealth Management LLC | 4,306 | $645,423.32 | $1.46M | $814,095.38 | 126.13% |
Brendan G. Moody Watershed Private Wealth LLC | 2,302 | $363,549.91 | $772,482.14 | $408,932.23 | 112.48% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 9,704 | $1.68M | $3.24M | $1.56M | 93.32% |
Robert B. LaRue Owen LaRue LLC | 20,259 | $3.91M | $6.93M | $3.02M | 77.08% |
| KLM Kate L. Miller STAR Financial Bank | 4,664 | $748,577.36 | $1.56M | $813,349.6 | 108.65% |
Ashley Buboltz Moran Wealth Management LLC | 86,958 | $16.07M | $29.38M | $13.32M | 82.88% |
Steven Trigili Garden State Investment Advisory Services LLC | 5,462 | $959,243.57 | $1.86M | $896,689.41 | 93.48% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 3,845 | $684,355.05 | $1.32M | $635,268.17 | 92.83% |
Kun Gao Sherbrooke Park Advisers LLC | 1,518 | $489,130 | $521,546.85 | $32,416.85 | 6.63% |
| LK Lenny Kisin Applied Capital LLC/FL | 9,783 | $1.34M | $3.27M | $1.93M | 144.02% |
Jeffrey Rosenthal Viawealth LLC | 4,894 | $691,244.99 | $1.68M | $984,950.01 | 142.49% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 2,243 | $374,431.83 | $752,212.48 | $377,780.65 | 100.89% |
| CJ Carl Jurgens Walker Financial Services Inc. | 1,660 | $354,902.18 | $554,440 | $199,537.82 | 56.22% |