| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Gray Lodestar Private Asset Management LLC | 550,784 | $9.12M | $16.65M | $7.53M | 82.64% |
Steve Alexandrowski GEM Asset Management LLC | 19,292 | $390,718.84 | $585,512.2 | $194,793.36 | 49.86% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 795,823 | $12.27M | $24.08M | $11.81M | 96.29% |
Andy Peters Goldstein Advisors LLC | 30,202 | $620,529.96 | $916,630.7 | $296,100.74 | 47.72% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 17,373 | $275,041.98 | $526,403.64 | $251,361.66 | 91.39% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,142 | $46,914.68 | $64,366.67 | $17,451.99 | 37.2% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2.11M | $38M | $63.86M | $25.86M | 68.04% |
Jesse Haller Compass Financial Group Inc./SD | 877,756 | $24.96M | $26.64M | $1.68M | 6.72% |
Moises Valladares Insigneo Advisory Services LLC | 13,609 | $333,919.36 | $407,725.64 | $73,806.28 | 22.1% |
David Stevens Stevens Capital Partners | 713,455 | $17.4M | $21.62M | $4.22M | 24.25% |
Dana Anspach Sensible Money LLC | 10,067 | $209,846.04 | $305,634.12 | $95,788.08 | 45.65% |
Scott Highmark Mosaic Family Wealth Partners LLC | 116,484 | $1.84M | $3.5M | $1.67M | 90.62% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 10,497 | $157,979.85 | $318,426.49 | $160,446.64 | 101.56% |
Brendan G. Moody Watershed Private Wealth LLC | 20,072 | $353,864.73 | $609,185.2 | $255,320.47 | 72.15% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 17,240 | $445,846.57 | $522,716.8 | $76,870.23 | 17.24% |
| CJ Carl Jurgens Walker Financial Services Inc. | 34,082 | $613,997.58 | $1.03M | $418,346.2 | 68.13% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 237,283 | $5.37M | $7.2M | $1.84M | 34.22% |
Syed Rizvi AlphaQ Advisors LLC | 21,954 | $330,407.7 | $658,180.92 | $327,773.22 | 99.2% |
Richard W. Lowrie Park Edge Advisors LLC | 35,655 | $536,607.75 | $1.08M | $544,451.85 | 101.46% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 23,878 | $553,492.04 | $720,160.48 | $166,668.44 | 30.11% |