| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Bach River Street Advisors LLC | 36,533 | $1.33M | $1.82M | $492,253.35 | 37.11% |
Todd Schanel Core Wealth Management Inc. | 5,001 | $222,094.41 | $246,649.32 | $24,554.91 | 11.06% |
David Stevens Stevens Capital Partners | 84,662 | $3.34M | $4.17M | $826,092.91 | 24.72% |
Dana Anspach Sensible Money LLC | 10,011 | $348,565.78 | $495,194.11 | $146,628.33 | 42.07% |
Scott Highmark Mosaic Family Wealth Partners LLC | 60,978 | $3M | $3M | $3,680.57 | 0.12% |
Brendan G. Moody Watershed Private Wealth LLC | 53,830 | $1.68M | $2.67M | $986,729.72 | 58.77% |
Jarrod Musick Destiny Capital Corp./ Co. | 20,843 | $630,172.05 | $1.03M | $397,283.63 | 63.04% |
Ashley Buboltz Moran Wealth Management LLC | 6,092 | $306,976 | $299,909.16 | -$7,066.84 | -2.3% |
Ira Ravitz Beverly Hills Private Wealth LLC | 5,497 | $235,217 | $270,617.31 | $35,400.31 | 15.05% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 882,068 | $42.67M | $43.42M | $756,948.13 | 1.77% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 164 | $7,520.95 | $8,088.48 | $567.53 | 7.55% |
Andrew Hass RF&L Wealth Management LLC | 12,473 | $370,799.71 | $613,921.06 | $243,121.35 | 65.57% |
Sheila J. Lindsay Bensler LLC | 189,528 | $7.29M | $9.43M | $2.15M | 29.48% |
Jeffrey Steele Silverlake Wealth Management LLC | 38,916 | $1.64M | $1.92M | $274,443.76 | 16.72% |
Jill Batley Gateway Wealth Partners LLC | 156,933 | $7.06M | $7.69M | $635,668.22 | 9.01% |
| FFM Flagstone Financial Management Flagstone Financial Management | 662,916 | $20.72M | $32.73M | $12.01M | 57.99% |
Dino Efthimiou Delta Wealth Advisors LLC | 260,918 | $10.38M | $12.86M | $2.48M | 23.89% |
Matthew T. Miler MilWealth Group LLC | 851 | $31,045 | $42,001.1 | $10,956.1 | 35.29% |
| JC Jared Calvert Buck Wealth Strategies LLC | 5,971 | $242,128.92 | $294,668.85 | $52,539.93 | 21.7% |
Jackson O'Connor O'Connor Financial Group LLC | 286,052 | $9.58M | $14.11M | $4.52M | 47.2% |