| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 8,333 | $212,908.15 | $212,324.84 | -$583.31 | -0.27% |
Michelle McCarthy Vantage Financial Partners LLC | 10,333 | $224,780 | $264,834.79 | $40,054.79 | 17.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,707 | $391,954.76 | $637,193.53 | $245,238.77 | 62.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 500 | $10,855 | $12,805 | $1,950 | 17.96% |
Mariana Coli Dunhill Financial LLC | 644 | $15,027.77 | $16,608.76 | $1,580.99 | 10.52% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 82,341 | $2.1M | $2.12M | $18,106.34 | 0.86% |
Sheila J. Lindsay Bensler LLC | 1.13M | $22.78M | $29.01M | $6.23M | 27.34% |
Jeffrey Steele Silverlake Wealth Management LLC | 10,821 | $157,662.17 | $276,909.39 | $119,247.22 | 75.63% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,036 | $77,571 | $77,979.66 | $408.66 | 0.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,313 | $421,010.33 | $495,436.39 | $74,426.06 | 17.68% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 22,448 | $573,546 | $576,576.88 | $3,030.88 | 0.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,056 | $72,693.78 | $78,814.24 | $6,120.46 | 8.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 86,354 | $1.87M | $2.23M | $352,302.16 | 18.79% |
James Rankin Modern Wealth Management, LLC | 8,340 | $213,086 | $214,546.5 | $1,460.5 | 0.69% |
Angela Kelley HTLF Bank | 246,496 | $4.4M | $6.32M | $1.92M | 43.51% |
Amir Har-El Savvy Advisors, Inc. | 22,104 | $512,444.72 | $568,735.92 | $56,291.2 | 10.98% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 25,976 | $509,690.88 | $669,921.04 | $160,230.16 | 31.44% |
Emily Priebe Priebe Wealth Holdings LLC | 149,363 | $2.66M | $3.83M | $1.17M | 43.89% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,472 | $37,610 | $37,962.88 | $352.88 | 0.94% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,339 | $299,417.45 | $395,592.81 | $96,175.36 | 32.12% |