| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 34,517 | $1.6M | $2.42M | $816,010.79 | 50.87% |
Bridget Fagerholt MAS Advisors LLC | 37,248 | $1.82M | $2.6M | $782,682.48 | 43.08% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 3,317 | $166,269.88 | $232,471.94 | $66,202.06 | 39.82% |
Andrew Miller OLIO Financial Planning | 830,924 | $37.3M | $57.99M | $20.68M | 55.45% |
Shaun Peterson Peterson Wealth Services | 3,386 | $211,504.1 | $236,596.75 | $25,092.65 | 11.86% |
Taylor Jobe MKT Advisors LLC | 4,996 | $212,390.52 | $350,894.06 | $138,503.54 | 65.21% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 4,143 | $212,310.13 | $290,486.44 | $78,176.31 | 36.82% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 616,125 | $31.29M | $43.26M | $11.96M | 38.23% |
Jacob B. Rue Shore Point Advisors LLC | 5,816 | $284,719.8 | $408,399.52 | $123,679.72 | 43.44% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 362 | $23,196.96 | $25,307.42 | $2,110.46 | 9.1% |
Derek Swedberg PACK Private Wealth LLC | 744,441 | $36.61M | $51.95M | $15.34M | 41.9% |
William Liberti Wealth Effects LLC | 3,282 | $233,842.5 | $229,543.08 | -$4,299.42 | -1.84% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 266 | $17,045.28 | $18,553.5 | $1,508.22 | 8.85% |
| RM Robert Macaulay Jmac Enterprises LLC | 322,686 | $16.87M | $22.65M | $5.78M | 34.25% |
Sara S. Alexander Sonora Investment Management Group LLC | 7,941 | $399,209.72 | $557,021.44 | $157,811.72 | 39.53% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 41 | $2,337.41 | $2,861.59 | $524.18 | 22.43% |
Nabeed Zaman Eagle Strategies LLC | 553,936 | $36.84M | $38.7M | $1.87M | 5.07% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 33,699 | $1.61M | $2.35M | $741,670.67 | 46.04% |
Caitlin Garner SC&H Financial Advisors Inc. | 7,649 | $426,052.93 | $537,342.25 | $111,289.32 | 26.12% |
Patrick Severson TrueWealth Financial Partners | 290,931 | $18.68M | $20.29M | $1.62M | 8.65% |