| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Liberti Wealth Effects LLC | 1,653 | $243,896.47 | $340,344.43 | $96,447.96 | 39.54% |
Sara S. Alexander Sonora Investment Management Group LLC | 1,564 | $245,113.55 | $321,832.1 | $76,718.55 | 31.3% |
Nabeed Zaman Eagle Strategies LLC | 70,524 | $10.83M | $14.51M | $3.68M | 34.02% |
Caitlin Garner SC&H Financial Advisors Inc. | 8,940 | $1.34M | $1.85M | $510,200.5 | 38.2% |
Amir Ali Monsefi Aire Advisors LLC | 129,318 | $18.74M | $26.71M | $7.97M | 42.53% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 1,644 | $257,865.44 | $339,329.82 | $81,464.38 | 31.59% |
Jonathan Yarger Yarger Wealth Strategies LLC | 3,635 | $482,588.99 | $751,463.55 | $268,874.56 | 55.72% |
Dave Reichert Echo45 Advisors LLC | 34,265 | $5M | $7.03M | $2.03M | 40.63% |
Ryan Gough Perfromance Wealth Partners LLC | 1,102 | $203,076.56 | $227,171.79 | $24,095.23 | 11.87% |
Clint Dunn Beaird Harris Wealth Management LLC | 3,235 | $543,294.81 | $664,355.77 | $121,060.96 | 22.28% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,359 | $223,501.14 | $278,880.39 | $55,379.25 | 24.78% |
David B. Short Investments & Financial Planning LLC | 2,674 | $402,240.56 | $549,787.77 | $147,547.21 | 36.68% |
Caroline Jankowski Operose Advisors LLC | 1,449 | $233,708.75 | $297,305.82 | $63,597.07 | 27.21% |
Brian Ramsay Wealthspan Partners LLC | 1,891 | $288,564.51 | $391,096.62 | $102,532.11 | 35.53% |
Billy DeFrance Lauterbach Financial Advisors LLC | 3,439 | $552,150.95 | $704,307.2 | $152,156.25 | 27.56% |
Kathryn Brown Morton Brown Family Wealth LLC | 2 | $290.02 | $411.32 | $121.3 | 41.82% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 34,538 | $6.36M | $7.14M | $779,868.04 | 12.25% |
John Gorlow Cardiff Park Advisors LLC | 9,604 | $1.43M | $1.98M | $548,290.56 | 38.42% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,750 | $272,842.5 | $361,077.5 | $88,235 | 32.34% |
| CC Cheung Chan Chemistry Wealth Management LLC | 6,939 | $1.02M | $1.43M | $415,119.48 | 40.78% |