| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 23,403 | $2.57M | $2.79M | $222,893.96 | 8.68% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 2,366 | $266,140.69 | $281,376.55 | $15,235.86 | 5.72% |
Courtney Gooding Bush Investment Group LLC | 8,295 | $692,614.37 | $992,579.7 | $299,965.33 | 43.31% |
Leigha Shepard Midwest Financial Group LLC | 2,187 | $244,103.72 | $258,175.36 | $14,071.64 | 5.76% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 2,396 | $215,064.23 | $283,255.12 | $68,190.89 | 31.71% |
Beth Zilka Baron Wealth Management LLC | 4,528 | $377,084.85 | $538,198.08 | $161,113.23 | 42.73% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 7,949 | $512,869.48 | $944,062.98 | $431,193.5 | 84.07% |
Andrew Brady Brady Family Wealth LLC | 17,201 | $1.24M | $2.03M | $790,656.77 | 63.85% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 3,631 | $398,357.02 | $431,925.6 | $33,568.58 | 8.43% |
Jacob Going Alpine Bank Wealth Management | 6,100 | $681,977.91 | $731,817 | $49,839.09 | 7.31% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 7,450 | $485,807.35 | $880,962.5 | $395,155.15 | 81.34% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 121 | $14,167.47 | $14,275.58 | $108.11 | 0.76% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 5,238 | $425,710.78 | $622,614.87 | $196,904.09 | 46.25% |
Alexandra Stickelman Root Financial Partners, LLC | 3,278 | $370,689.14 | $389,508.35 | $18,819.21 | 5.08% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,658 | $243,516.51 | $436,655.46 | $193,138.95 | 79.31% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,905 | $183,068.31 | $226,361.62 | $43,293.31 | 23.65% |
Courtney Holt Compound Planning, Inc. | 14,743 | $1.25M | $1.74M | $491,300.81 | 39.27% |
Katherine Stoner Empower Advisory Group, LLC | 3,234 | $267,735.08 | $384,183.03 | $116,447.95 | 43.49% |
Andrew Nall PMV Capital Advisers, LLC | 27 | $3,020.63 | $3,204.63 | $184 | 6.09% |
Nemes Rush Group LLC Nemes Rush Group LLC | 272 | $21,495.2 | $32,270.08 | $10,774.88 | 50.13% |