| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SM Sarah Moore BOS Asset Management LLC | 74,993 | $3.24M | $5.3M | $2.06M | 63.62% |
David Gutierrez Gutierrez Wealth Advisory LLC | 209,346 | $10.16M | $14.78M | $4.62M | 45.5% |
Sheila J. Lindsay Bensler LLC | 7,922 | $473,770.53 | $559,451.64 | $85,681.11 | 18.08% |
Jeffrey Steele Silverlake Wealth Management LLC | 146,976 | $8.84M | $10.38M | $1.54M | 17.41% |
Kevin Kroskey True Wealth Design LLC | 4,277 | $209,191.16 | $302,041.74 | $92,850.58 | 44.39% |
Jill Batley Gateway Wealth Partners LLC | 96,011 | $6.11M | $6.78M | $671,867.1 | 11% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 3,002 | $213,865 | $212,001.24 | -$1,863.76 | -0.87% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,152 | $380,921.42 | $518,520 | $137,598.58 | 36.12% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 3,421 | $195,026.54 | $252,093.49 | $57,066.95 | 29.26% |
Benjamin Cannon Tillman Hartley LLC | 4,860 | $303,624.94 | $343,213.2 | $39,588.26 | 13.04% |
Jennifer Henry Continuum Wealth Advisors LLC | 537,227 | $32.55M | $37.94M | $5.39M | 16.57% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 28,114 | $1.34M | $2.07M | $726,604.4 | 54.14% |
Christopher E. Jaccard Financial Alternatives Inc. | 8,869 | $401,990.19 | $643,002.5 | $241,012.31 | 59.95% |
Johnathan Kasting DDFG Inc. | 91,376 | $3.91M | $6.45M | $2.54M | 65.03% |
Beth Zilka Baron Wealth Management LLC | 51,693 | $2.28M | $3.65M | $1.38M | 60.44% |
| FFM Flagstone Financial Management Flagstone Financial Management | 5,205 | $317,876.27 | $367,577.1 | $49,700.83 | 15.64% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 9,012 | $508,338.07 | $636,427.44 | $128,089.37 | 25.2% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 26,755 | $1.91M | $1.89M | -$16,855.9 | -0.88% |
Ann Reilley Alpha Financial Advisors LLC | 12,046 | $613,867.43 | $882,971.8 | $269,104.37 | 43.84% |
Amber Anderson Aspen Wealth Strategies LLC | 5,090 | $294,164.77 | $371,061 | $76,896.23 | 26.14% |