| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 58 | $2,868.68 | $3,368.64 | $499.96 | 17.43% |
Nabeed Zaman Eagle Strategies LLC | 6,373 | $380,404.37 | $369,825.19 | -$10,579.18 | -2.78% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 15,749 | $768,710.99 | $924,387.55 | $155,676.56 | 20.25% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 3,703 | $200,152.79 | $217,329.07 | $17,176.28 | 8.58% |
Caitlin Garner SC&H Financial Advisors Inc. | 4,240 | $194,335.26 | $247,192 | $52,856.74 | 27.2% |
Arlie W. Green Fortress Wealth Management Inc. | 7,031 | $345,950.14 | $412,649.39 | $66,699.25 | 19.28% |
Patrick Severson TrueWealth Financial Partners | 267,558 | $14.47M | $15.52M | $1.05M | 7.24% |
April Lamb Sovereign Investment Advisors LLC | 28,704 | $1.28M | $1.69M | $404,437.18 | 31.53% |
M. Katherine Pieper Unionview LLC | 21,006 | $953,427.67 | $1.23M | $279,204.41 | 29.28% |
Amir Ali Monsefi Aire Advisors LLC | 33,707 | $1.25M | $1.97M | $715,455.65 | 57.02% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 13,953 | $687,363.58 | $814,994.73 | $127,631.15 | 18.57% |
Jason Whitby Stone Summit Wealth LLC | 50,028 | $2.16M | $2.92M | $756,325.1 | 35.01% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 7,370 | $333,267.32 | $429,781.55 | $96,514.23 | 28.96% |
David Lutz LifeGuide Financial Advisors LLC | 38,388 | $1.67M | $2.26M | $588,496.42 | 35.29% |
Dave Reichert Echo45 Advisors LLC | 179,451 | $8.33M | $10.55M | $2.22M | 26.66% |
Jeffrey Kearns Kearns & Associates LLC | 127,173 | $6.34M | $7.37M | $1.03M | 16.17% |
Ryan Gough Perfromance Wealth Partners LLC | 3,794 | $226,463.86 | $221,247.11 | -$5,216.75 | -2.3% |
Clint Dunn Beaird Harris Wealth Management LLC | 9,310 | $420,506.34 | $540,585.15 | $120,078.81 | 28.56% |
Jennifer Carlson Gould Capital LLC | 132,232 | $5.67M | $7.71M | $2.03M | 35.84% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 17,475 | $725,425.95 | $1.03M | $302,104.05 | 41.65% |