| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 24,877 | $1.96M | $2.77M | $809,145.36 | 41.34% |
| SS Sasha Stewart Marmo Financial Group LLC | 1,737 | $215,896 | $193,154.4 | -$22,741.6 | -10.53% |
Lydia Moore MRP Capital Investments LLC | 27,992 | $1.56M | $3.15M | $1.59M | 101.84% |
Jesse Haller Compass Financial Group Inc./SD | 15,153 | $790,052.26 | $1.69M | $900,264.89 | 113.95% |
Neil Christ Oak Hill Wealth Advisors LLC | 7,933 | $717,253.48 | $882,149.6 | $164,896.12 | 22.99% |
David Bach River Street Advisors LLC | 12,156 | $679,873.05 | $1.35M | $671,874.15 | 98.82% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 19,071 | $1M | $2.12M | $1.12M | 112.07% |
Moises Valladares Insigneo Advisory Services LLC | 52,194 | $3.33M | $5.8M | $2.47M | 74.19% |
John Canning Mi LLCreek Capital Advisors LLC | 7,256 | $433,954.56 | $806,867.2 | $372,912.64 | 85.93% |
| NH Nathaniel Holden Core Wealth Partners LLC | 14,226 | $1.13M | $1.58M | $452,732.02 | 40.09% |
David Stevens Stevens Capital Partners | 5,104 | $553,447.1 | $575,016.64 | $21,569.54 | 3.9% |
Michael Radoff LGT Financial Advisors LLC | 938 | $50,930.36 | $104,305.6 | $53,375.24 | 104.8% |
Scott Highmark Mosaic Family Wealth Partners LLC | 45,863 | $3.66M | $5.12M | $1.45M | 39.67% |
Scott Paschal Financial Partners Group LLC | 2,848 | $164,916.16 | $316,697.6 | $151,781.44 | 92.04% |
Brendan G. Moody Watershed Private Wealth LLC | 4,758 | $342,519.9 | $529,089.6 | $186,569.7 | 54.47% |
Robert B. LaRue Owen LaRue LLC | 47,971 | $4.26M | $5.33M | $1.08M | 25.34% |
| KLM Kate L. Miller STAR Financial Bank | 4,288 | $367,208.74 | $479,484.16 | $112,275.42 | 30.58% |
Ashley Buboltz Moran Wealth Management LLC | 186,379 | $10.83M | $20.79M | $9.96M | 91.95% |
Steven Trigili Garden State Investment Advisory Services LLC | 10,164 | $719,459.55 | $1.13M | $410,777.25 | 57.1% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 3,803 | $357,483.39 | $422,893.6 | $65,410.21 | 18.3% |