| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 23,362 | $3.58M | $4.7M | $1.12M | 31.31% |
| RS Radon Stancil POM Investment Strategies LLC | 552 | $101,724 | $110,963.04 | $9,239.04 | 9.08% |
Bridget Fagerholt MAS Advisors LLC | 2,078 | $280,463.07 | $417,719.56 | $137,256.49 | 48.94% |
Andrew Miller OLIO Financial Planning | 102,577 | $15.53M | $20.8M | $5.27M | 33.92% |
| SS Seth Scher Matrix Private Capital Group LLC | 750 | $138,210 | $150,765 | $12,555 | 9.08% |
| WL William Liberti Wealth Effects LLC | 1,642 | $241,722.87 | $330,066.63 | $88,343.76 | 36.55% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 1,564 | $245,113.55 | $314,395.28 | $69,281.73 | 28.27% |
| NZ Nabeed Zaman Eagle Strategies LLC | 68,837 | $10.49M | $13.84M | $3.34M | 31.88% |
Caitlin Garner SC&H Financial Advisors Inc. | 8,936 | $1.33M | $1.8M | $461,329.74 | 34.56% |
Amir Ali Monsefi Aire Advisors LLC | 127,800 | $18.44M | $25.69M | $7.25M | 39.34% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 1,617 | $252,530.24 | $325,041.25 | $72,511.01 | 28.71% |
Jonathan Yarger Yarger Wealth Strategies LLC | 3,618 | $479,229.79 | $732,898.26 | $253,668.47 | 52.93% |
Dave Reichert Echo45 Advisors LLC | 34,168 | $4.98M | $6.93M | $1.95M | 39.13% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 1,102 | $203,076.56 | $221,518.53 | $18,441.97 | 9.08% |
Clint Dunn Beaird Harris Wealth Management LLC | 3,235 | $543,294.81 | $650,073.25 | $106,778.44 | 19.65% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,359 | $223,501.14 | $273,179.38 | $49,678.24 | 22.23% |
David B. Short Investments & Financial Planning LLC | 2,664 | $400,264.56 | $535,503.96 | $135,239.4 | 33.79% |
Caroline Jankowski Operose Advisors LLC | 1,445 | $232,918.35 | $290,372.75 | $57,454.4 | 24.67% |
Brian Ramsay Wealthspan Partners LLC | 1,630 | $236,990.91 | $327,548.5 | $90,557.59 | 38.21% |
Billy DeFrance Lauterbach Financial Advisors LLC | 3,438 | $551,953.35 | $691,089.57 | $139,136.22 | 25.21% |