| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Liberti Wealth Effects LLC | 3,226 | $702,769.78 | $1.26M | $559,983.37 | 79.68% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 652 | $213,378.17 | $260,037.16 | $46,658.99 | 21.87% |
Katherine Andersen Western Pacific Wealth Management LP | 1,979 | $455,864.75 | $774,639.95 | $318,775.2 | 69.93% |
Jordan Szekely Cherrydale Wealth Management LLC | 1,461 | $355,987.88 | $587,511.93 | $231,524.05 | 65.04% |
Sara S. Alexander Sonora Investment Management Group LLC | 53,413 | $12.23M | $20.91M | $8.68M | 70.93% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,465 | $324,983.33 | $573,444.94 | $248,461.61 | 76.45% |
Nabeed Zaman Eagle Strategies LLC | 3,762 | $1.15M | $1.47M | $324,959.03 | 28.32% |
| JS Jeffrey Sjovall Phraction Management LLC | 29,224 | $7.5M | $11.44M | $3.94M | 52.45% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 1,835 | $406,074.95 | $735,504.7 | $329,429.75 | 81.13% |
Caitlin Garner SC&H Financial Advisors Inc. | 6,654 | $1.49M | $2.6M | $1.11M | 74.25% |
Arlie W. Green Fortress Wealth Management Inc. | 1,121 | $233,595.97 | $449,946.98 | $216,351.01 | 92.62% |
Patrick Severson TrueWealth Financial Partners | 1,053 | $322,956.47 | $417,288.1 | $94,331.63 | 29.21% |
Bert Miller Miller Wealth Advisors LLC | 646 | $221,651.38 | $258,244.96 | $36,593.58 | 16.51% |
April Lamb Sovereign Investment Advisors LLC | 777 | $266,580.93 | $311,810.1 | $45,229.17 | 16.97% |
M. Katherine Pieper Unionview LLC | 2,261 | $495,918.11 | $909,261.15 | $413,343.04 | 83.35% |
Michelle Wells Darrow Company Inc. | 687 | $239,384.61 | $274,442.77 | $35,058.16 | 14.65% |
Amir Ali Monsefi Aire Advisors LLC | 4,138 | $912,153.99 | $1.62M | $707,583.31 | 77.57% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 2,501 | $549,923.49 | $978,966.4 | $429,042.91 | 78.02% |
Jason Whitby Stone Summit Wealth LLC | 6,706 | $1.54M | $2.62M | $1.09M | 70.88% |
Katherine Saltonstall Sandy Cove Advisors LLC | 2,475 | $687,476.53 | $968,789.23 | $281,312.7 | 40.92% |