| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SM Sarah Moore BOS Asset Management LLC | 6,586 | $1.36M | $2.5M | $1.13M | 83.18% |
Andrew Hass RF&L Wealth Management LLC | 14,427 | $2.76M | $5.53M | $2.77M | 100.17% |
David Gutierrez Gutierrez Wealth Advisory LLC | 4,989 | $1.49M | $1.89M | $401,711.41 | 26.95% |
Sheila J. Lindsay Bensler LLC | 1,941 | $541,935.04 | $736,240.71 | $194,305.67 | 35.85% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,484 | $2.22M | $3.16M | $945,164.74 | 42.65% |
Kevin Kroskey True Wealth Design LLC | 7,399 | $2.48M | $2.76M | $279,016.38 | 11.26% |
Jill Batley Gateway Wealth Partners LLC | 69,983 | $20.96M | $26.08M | $5.12M | 24.43% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 553 | $204,632 | $211,886.32 | $7,254.32 | 3.55% |
David Kronour Kapstone Financial Advisors LLC | 1,129 | $299,181.76 | $432,585.27 | $133,403.51 | 44.59% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 1,601 | $513,617 | $599,158.22 | $85,541.22 | 16.65% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 252,521 | $82.07M | $94.09M | $12.02M | 14.65% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 1,109 | $236,963.52 | $420,732.42 | $183,768.9 | 77.55% |
Gregory Turcotte Alpha Financial Partners LLC | 2,011 | $582,836.32 | $755,653.36 | $172,817.04 | 29.65% |
Benjamin Cannon Tillman Hartley LLC | 26,720 | $8.11M | $10.14M | $2.03M | 24.99% |
Brett Carleton Heritage Wealth Management Inc./Texas | 859 | $281,707.03 | $326,394.23 | $44,687.2 | 15.86% |
Jennifer Henry Continuum Wealth Advisors LLC | 949 | $314,201.87 | $363,988.94 | $49,787.07 | 15.85% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 10,343 | $2.23M | $3.96M | $1.74M | 78.05% |
Courtney Gooding Bush Investment Group LLC | 101,350 | $25.26M | $38.51M | $13.25M | 52.43% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 14,968 | $3.46M | $5.66M | $2.19M | 63.29% |
Leigha Shepard Midwest Financial Group LLC | 3,356 | $703,022.18 | $1.27M | $569,942.18 | 81.07% |