| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 482,791 | $31.54M | $40M | $8.46M | 26.82% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 6,584 | $355,075.52 | $545,484.4 | $190,408.88 | 53.62% |
Jesse Haller Compass Financial Group Inc./SD | 5,856 | $295,879.21 | $495,241.92 | $199,362.71 | 67.38% |
Moises Valladares Insigneo Advisory Services LLC | 54,373 | $3.23M | $4.66M | $1.43M | 44.34% |
John Canning Mi LLCreek Capital Advisors LLC | 7,712 | $442,746 | $638,939.2 | $196,193.2 | 44.31% |
Michael Radoff LGT Financial Advisors LLC | 1,745 | $90,529 | $144,573.25 | $54,044.25 | 59.7% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,270 | $234,632.47 | $361,113.9 | $126,481.43 | 53.91% |
Scott Paschal Financial Partners Group LLC | 6,260 | $313,876.6 | $518,641 | $204,764.4 | 65.24% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 37,853 | $2.21M | $3.14M | $927,891.44 | 42.02% |
Robert B. LaRue Owen LaRue LLC | 3,176 | $213,658.97 | $263,131.6 | $49,472.63 | 23.15% |
Kyle Moore Quarry Hill Advisors LLC | 3,190 | $159,998.79 | $264,291.5 | $104,292.71 | 65.18% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 12,407 | $706,221.39 | $1.03M | $321,698.56 | 45.55% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 200 | $16,750 | $17,046 | $296 | 1.77% |
Richard W. Lowrie Park Edge Advisors LLC | 4,100 | $308,810 | $339,685 | $30,875 | 10% |
Jason R. Parker Parker Financial LLC | 8,678 | $435,116.04 | $718,972.3 | $283,856.26 | 65.24% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,686 | $548,576.12 | $636,785.1 | $88,208.98 | 16.08% |
Vickie Chrisman LMG Wealth Partners LLC | 9,018 | $512,413.17 | $771,399.72 | $258,986.55 | 50.54% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 220,971 | $17.17M | $18.31M | $1.13M | 6.59% |
Andrew Hass RF&L Wealth Management LLC | 2,500 | $209,375 | $207,125 | -$2,250 | -1.07% |
Jill Batley Gateway Wealth Partners LLC | 39,985 | $2.82M | $3.31M | $496,832.84 | 17.64% |