| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,923 | $963,298.13 | $1.77M | $807,955.92 | 83.87% |
Lydia Moore MRP Capital Investments LLC | 6,873 | $2.15M | $2.47M | $319,667.52 | 14.89% |
Jesse Haller Compass Financial Group Inc./SD | 1,131 | $395,254.76 | $409,908.33 | $14,653.57 | 3.71% |
David Bach River Street Advisors LLC | 2,370 | $429,078.08 | $864,398.25 | $435,320.17 | 101.45% |
Moises Valladares Insigneo Advisory Services LLC | 50,181 | $15.9M | $17.66M | $1.77M | 11.11% |
John Canning Mi LLCreek Capital Advisors LLC | 19,414 | $2.84M | $6.96M | $4.12M | 144.84% |
| NH Nathaniel Holden Core Wealth Partners LLC | 7,076 | $2.23M | $2.56M | $329,417.03 | 14.8% |
David Stevens Stevens Capital Partners | 4,585 | $1.48M | $1.67M | $188,470.57 | 12.71% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,649 | $524,704.88 | $595,552.84 | $70,847.96 | 13.5% |
Scott Highmark Mosaic Family Wealth Partners LLC | 6,523 | $2.16M | $2.3M | $142,246.81 | 6.58% |
Brendan G. Moody Watershed Private Wealth LLC | 7,037 | $1.96M | $2.55M | $592,190.67 | 30.24% |
Robert B. LaRue Owen LaRue LLC | 5,214 | $1.61M | $1.91M | $304,410.92 | 18.93% |
| KLM Kate L. Miller STAR Financial Bank | 497 | $209,038 | $180,579.98 | -$28,458.02 | -13.61% |
Ashley Buboltz Moran Wealth Management LLC | 7,527 | $3.04M | $2.65M | -$392,409.67 | -12.91% |
Steven Trigili Garden State Investment Advisory Services LLC | 7,527 | $1.62M | $2.69M | $1.07M | 66.08% |
Jeffrey Rosenthal Viawealth LLC | 4,057 | $687,578.78 | $1.48M | $789,047.51 | 114.76% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 1,933 | $416,845.4 | $701,234.41 | $284,389.01 | 68.22% |
| CJ Carl Jurgens Walker Financial Services Inc. | 755 | $317,553 | $273,574.25 | -$43,978.75 | -13.85% |
| SL Sarah Ludden Clifford Group LLC | 997 | $330,608.6 | $358,949.91 | $28,341.31 | 8.57% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 770 | $158,592.35 | $279,371.4 | $120,779.05 | 76.16% |