| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2.1M | $37.73M | $61.86M | $24.13M | 63.96% |
Jesse Haller Compass Financial Group Inc./SD | 338,499 | $8.79M | $9.97M | $1.18M | 13.43% |
Moises Valladares Insigneo Advisory Services LLC | 13,609 | $333,919.36 | $416,979.76 | $83,060.4 | 24.87% |
David Stevens Stevens Capital Partners | 713,455 | $17.4M | $21.77M | $4.37M | 25.09% |
Dana Anspach Sensible Money LLC | 10,067 | $209,846.04 | $296,372.48 | $86,526.44 | 41.23% |
Scott Highmark Mosaic Family Wealth Partners LLC | 116,484 | $1.84M | $3.43M | $1.59M | 86.53% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 10,497 | $157,979.85 | $320,368.44 | $162,388.59 | 102.79% |
Brendan G. Moody Watershed Private Wealth LLC | 20,072 | $353,864.73 | $590,919.68 | $237,054.95 | 66.99% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 17,240 | $445,846.57 | $507,545.6 | $61,699.03 | 13.84% |
| CJ Carl Jurgens Walker Financial Services Inc. | 34,082 | $613,997.58 | $1M | $389,376.5 | 63.42% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 237,283 | $5.37M | $6.99M | $1.62M | 30.15% |
Syed Rizvi AlphaQ Advisors LLC | 21,954 | $330,407.7 | $646,325.76 | $315,918.06 | 95.61% |
Richard W. Lowrie Park Edge Advisors LLC | 35,655 | $536,607.75 | $1.05M | $513,075.45 | 95.61% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 23,878 | $553,492.04 | $702,968.32 | $149,476.28 | 27.01% |
Rick Mordesovich Sonoma Private Wealth LLC | 14,892 | $287,370.76 | $456,290.88 | $168,920.12 | 58.78% |
Robert Hackenberg Northeast Financial Group Inc. | 2.14M | $40.77M | $63.04M | $22.27M | 54.62% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 76,188 | $1.47M | $2.24M | $771,001.76 | 52.38% |
Andrew Hass RF&L Wealth Management LLC | 20,001 | $325,536.8 | $588,829.44 | $263,292.64 | 80.88% |
Kevin Kroskey True Wealth Design LLC | 1,172 | $30,051 | $34,503.68 | $4,452.68 | 14.82% |
Jill Batley Gateway Wealth Partners LLC | 9,646 | $247,322 | $283,978.24 | $36,656.24 | 14.82% |