| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Stevens Stevens Capital Partners | 5,104 | $553,447.1 | $607,580.16 | $54,133.06 | 9.78% |
Michael Radoff LGT Financial Advisors LLC | 938 | $50,930.36 | $111,387.5 | $60,457.14 | 118.71% |
Scott Highmark Mosaic Family Wealth Partners LLC | 45,863 | $3.66M | $5.45M | $1.79M | 48.83% |
Scott Paschal Financial Partners Group LLC | 2,848 | $164,916.16 | $336,633.6 | $171,717.44 | 104.12% |
Brendan G. Moody Watershed Private Wealth LLC | 4,758 | $342,519.9 | $560,825.46 | $218,305.56 | 63.74% |
Robert B. LaRue Owen LaRue LLC | 47,971 | $4.26M | $5.73M | $1.47M | 34.55% |
| KLM Kate L. Miller STAR Financial Bank | 4,288 | $367,208.74 | $505,662.4 | $138,453.66 | 37.7% |
Ashley Buboltz Moran Wealth Management LLC | 186,379 | $10.83M | $22.12M | $11.29M | 104.26% |
Steven Trigili Garden State Investment Advisory Services LLC | 10,387 | $744,715.12 | $1.23M | $487,598.56 | 65.47% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 3,803 | $357,483.39 | $451,549.2 | $94,065.81 | 26.31% |
Jeffrey Rosenthal Viawealth LLC | 9,652 | $489,222.57 | $1.14M | $653,670.75 | 133.61% |
| CJ Carl Jurgens Walker Financial Services Inc. | 14,609 | $1.17M | $1.74M | $567,823.9 | 48.63% |
| FFL Financial Freedom LLC Financial Freedom LLC | 4,045 | $193,280.7 | $477,552.7 | $284,272 | 147.08% |
| SL Sarah Ludden Clifford Group LLC | 6,910 | $691,005.4 | $818,765.9 | $127,760.5 | 18.49% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 13,137 | $1.17M | $1.55M | $377,323.13 | 32.14% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 549 | $25,947.39 | $65,075.71 | $39,128.32 | 150.8% |
Syed Rizvi AlphaQ Advisors LLC | 9,758 | $486,196.25 | $1.16M | $670,761.02 | 137.96% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 53,931 | $4.27M | $6.39M | $2.11M | 49.52% |
Richard W. Lowrie Park Edge Advisors LLC | 29,312 | $2.84M | $3.49M | $641,749.83 | 22.56% |
David Smith Linden Thomas Advisory Services LLC | 51,038 | $3.65M | $6.06M | $2.41M | 65.88% |