| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jordan Szekely Cherrydale Wealth Management LLC | 2,849 | $230,823.1 | $316,808.8 | $85,985.7 | 37.25% |
Sara S. Alexander Sonora Investment Management Group LLC | 303,403 | $14.74M | $33.74M | $19M | 128.85% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 4,617 | $232,903.8 | $513,410.4 | $280,506.6 | 120.44% |
Nabeed Zaman Eagle Strategies LLC | 5,726 | $365,205.73 | $636,731.2 | $271,525.47 | 74.35% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 4,082 | $293,263.69 | $453,918.4 | $160,654.71 | 54.78% |
John Keene Keene & Associates Inc. | 54,790 | $2.64M | $6.09M | $3.45M | 130.35% |
Caitlin Garner SC&H Financial Advisors Inc. | 5,308 | $296,959.46 | $590,249.6 | $293,290.14 | 98.76% |
Patrick Severson TrueWealth Financial Partners | 1,748 | $217,241.44 | $194,377.6 | -$22,863.84 | -10.52% |
Bert Miller Miller Wealth Advisors LLC | 291,745 | $32.9M | $32.44M | -$455,740.46 | -1.39% |
April Lamb Sovereign Investment Advisors LLC | 5,097 | $633,455.16 | $566,786.4 | -$66,668.76 | -10.52% |
Michelle Wells Darrow Company Inc. | 3,154 | $266,975.65 | $350,724.8 | $83,749.15 | 31.37% |
Amir Ali Monsefi Aire Advisors LLC | 4,264 | $222,949.47 | $474,156.8 | $251,207.33 | 112.67% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 21,240 | $1.06M | $2.36M | $1.3M | 121.9% |
Jason Whitby Stone Summit Wealth LLC | 11,530 | $564,875.99 | $1.28M | $717,260.01 | 126.98% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,466 | $355,192.26 | $385,419.2 | $30,226.94 | 8.51% |
Kimberly Foster Laraway Financial Advisors Inc. | 15,776 | $1.03M | $1.75M | $723,847.78 | 70.25% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 45,316 | $2.65M | $5.04M | $2.39M | 90.12% |
Tracy Murray EdgeRock Capital LLC | 13,766 | $1.44M | $1.53M | $89,024.46 | 6.17% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 18,385 | $886,708.55 | $2.04M | $1.16M | 130.56% |
David Mailloux WealthCare Investment Partners LLC | 10,695 | $1.14M | $1.2M | $66,033.43 | 5.8% |