| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Jobe MKT Advisors LLC | 4,996 | $212,390.52 | $352,817.52 | $140,427 | 66.12% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 4,141 | $212,167.63 | $292,437.42 | $80,269.79 | 37.83% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 616,125 | $31.29M | $43.51M | $12.22M | 39.04% |
Jacob B. Rue Shore Point Advisors LLC | 5,725 | $278,294.29 | $404,299.5 | $126,005.21 | 45.28% |
Derek Swedberg PACK Private Wealth LLC | 744,441 | $36.61M | $54.57M | $17.96M | 49.05% |
William Liberti Wealth Effects LLC | 3,282 | $233,842.5 | $231,774.84 | -$2,067.66 | -0.88% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 266 | $17,045.28 | $18,784.92 | $1,739.64 | 10.21% |
| RM Robert Macaulay Jmac Enterprises LLC | 322,686 | $16.87M | $22.79M | $5.91M | 35.04% |
Sara S. Alexander Sonora Investment Management Group LLC | 7,941 | $399,209.72 | $560,793.42 | $161,583.7 | 40.48% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 41 | $2,337.41 | $2,895.42 | $558.01 | 23.87% |
Nabeed Zaman Eagle Strategies LLC | 526,378 | $34.89M | $37.17M | $2.28M | 6.54% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 33,699 | $1.61M | $2.38M | $768,966.86 | 47.74% |
Caitlin Garner SC&H Financial Advisors Inc. | 7,630 | $424,699.18 | $538,830.6 | $114,131.42 | 26.87% |
Patrick Severson TrueWealth Financial Partners | 290,931 | $18.68M | $21.33M | $2.65M | 14.19% |
M. Katherine Pieper Unionview LLC | 8,272 | $409,567.4 | $584,168.64 | $174,601.24 | 42.63% |
Amir Ali Monsefi Aire Advisors LLC | 3,342 | $214,155.36 | $245,904.36 | $31,749 | 14.83% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 11,966 | $593,218.05 | $877,107.8 | $283,889.75 | 47.86% |
Jason Whitby Stone Summit Wealth LLC | 227,588 | $12.72M | $16.07M | $3.35M | 26.38% |
Katherine Saltonstall Sandy Cove Advisors LLC | 135,102 | $5.98M | $9.54M | $3.56M | 59.51% |
Kimberly Foster Laraway Financial Advisors Inc. | 79,398 | $3.8M | $5.61M | $1.81M | 47.58% |