| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Jobe MKT Advisors LLC | 8,691 | $212,408.04 | $255,863.04 | $43,455 | 20.46% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 103,898 | $2.31M | $3.06M | $750,047.6 | 32.49% |
Sara S. Alexander Sonora Investment Management Group LLC | 56,321 | $1.02M | $1.66M | $641,270.01 | 63.07% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 257 | $5,778.52 | $7,566.08 | $1,787.56 | 30.93% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 161,393 | $3.06M | $4.92M | $1.86M | 60.67% |
Jason Whitby Stone Summit Wealth LLC | 64,726 | $1.2M | $1.91M | $700,996.58 | 58.2% |
Katherine Saltonstall Sandy Cove Advisors LLC | 7,500 | $220,725 | $220,800 | $75 | 0.03% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 576,547 | $13.36M | $16.97M | $3.61M | 27.06% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 17,440 | $330,836.8 | $513,433.6 | $182,596.8 | 55.19% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 4,576 | $71,877.5 | $134,717.44 | $62,839.94 | 87.43% |
David Mailloux WealthCare Investment Partners LLC | 6,975 | $205,274.25 | $212,842.12 | $7,567.87 | 3.69% |
Clint Dunn Beaird Harris Wealth Management LLC | 28,057 | $469,653.46 | $825,998.08 | $356,344.62 | 75.87% |
Caroline Jankowski Operose Advisors LLC | 5,740 | $133,783.1 | $175,127.4 | $41,344.3 | 30.9% |
Kathryn Brown Morton Brown Family Wealth LLC | 12,369 | $252,057.97 | $364,143.36 | $112,085.39 | 44.47% |
John Gorlow Cardiff Park Advisors LLC | 5,791 | $154,956.52 | $177,436.24 | $22,479.72 | 14.51% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 55,097 | $1.08M | $1.67M | $586,813.46 | 54.29% |
Kelly Kaczmarczyk Dravo Bay LLC | 26,432 | $611,214.72 | $806,704.64 | $195,489.92 | 31.98% |
Sean Reitenbach Prosperity Consulting Group LLC | 21,293 | $565,401.09 | $649,649.43 | $84,248.34 | 14.9% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,506 | $456,341.58 | $456,496.64 | $155.06 | 0.03% |
Bill McVay Red Tortoise LLC | 286,631 | $5.03M | $8.44M | $3.41M | 67.72% |