| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Gray Lodestar Private Asset Management LLC | 19,803 | $3.45M | $7.02M | $3.57M | 103.5% |
| TT Thaddeus Toal RCS Financial Planning LLC | 2,781 | $517,499.32 | $986,031.36 | $468,532.04 | 90.54% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 123,970 | $26.08M | $43.99M | $17.91M | 68.65% |
Joseph A. Feste KM Capital Management Ltd. | 6,010 | $2.07M | $2.13M | $67,252 | 3.25% |
Crystal McKeon TSA Wealth Managment LLC | 952 | $244,692.77 | $338,750.16 | $94,057.39 | 38.44% |
Andy Peters Goldstein Advisors LLC | 2,638 | $483,609.36 | $938,837.85 | $455,228.49 | 94.13% |
Jeffrey Hanson Breakwater Capital Group | 2,876 | $545,929.94 | $1.02M | $469,441.86 | 85.99% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 9,845 | $1.98M | $3.47M | $1.49M | 74.92% |
Paul L. Moffat Arista Wealth Management LLC | 2,546 | $726,374 | $900,800.26 | $174,426.26 | 24.01% |
Neil Christ Oak Hill Wealth Advisors LLC | 95,130 | $25.66M | $33.82M | $8.16M | 31.8% |
John Canning Mi LLCreek Capital Advisors LLC | 1,363 | $243,790.22 | $482,243.03 | $238,452.81 | 97.81% |
David Stevens Stevens Capital Partners | 3,534 | $953,122.49 | $1.26M | $302,825.77 | 31.77% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,075 | $886,085.98 | $1.79M | $904,094.89 | 102.03% |
Brendan G. Moody Watershed Private Wealth LLC | 12,610 | $2.4M | $4.49M | $2.09M | 87.14% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 1,493 | $272,068.72 | $531,597.58 | $259,528.86 | 95.39% |
Ira Ravitz Beverly Hills Private Wealth LLC | 683 | $204,115 | $241,993.73 | $37,878.73 | 18.56% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,429 | $1.65M | $2.27M | $613,917.95 | 37.12% |
Rick Mordesovich Sonoma Private Wealth LLC | 835 | $214,912.95 | $296,980.27 | $82,067.32 | 38.19% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 779 | $169,938.63 | $273,592.59 | $103,653.96 | 60.99% |
Sheila J. Lindsay Bensler LLC | 1,958 | $558,567.27 | $694,864.83 | $136,297.56 | 24.4% |