| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BG Becki Goebel TCP Asset Management LLC | 2,496 | $201,727 | $207,642.24 | $5,915.24 | 2.93% |
Nelson J. Lam LAM GROUP Inc. | 305 | $20,614.96 | $25,644.4 | $5,029.44 | 24.4% |
Amy Hart Phillips Wealth Planners LLC | 5,865 | $237,122.31 | $487,440.15 | $250,317.84 | 105.56% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 4,209 | $169,840.49 | $350,546.56 | $180,706.07 | 106.4% |
Walter J. West Milestone Asset Management LLC | 5,203 | $401,304.53 | $445,845.07 | $44,540.54 | 11.1% |
Jesse Haller Compass Financial Group Inc./SD | 3,140 | $221,142.07 | $268,909.6 | $47,767.53 | 21.6% |
Moises Valladares Insigneo Advisory Services LLC | 10,785 | $455,883.36 | $875,742 | $419,858.64 | 92.1% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,756 | $222,716 | $227,714.5 | $4,998.5 | 2.24% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,220 | $38,112.68 | $100,869.6 | $62,756.92 | 164.66% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 6,704 | $394,775.71 | $552,275.52 | $157,499.81 | 39.9% |
| PIL PFG Investments LLC PFG Investments LLC | 28,376 | $1.39M | $2.43M | $1.04M | 75.1% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 86 | $4,840.01 | $7,192.18 | $2,352.17 | 48.6% |
Scott Boyce Decker Retirement Planning Inc. | 336 | $22,710.62 | $27,679.68 | $4,969.06 | 21.88% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 141,252 | $7.3M | $11.63M | $4.34M | 59.41% |
Courtney Holt Compound Planning, Inc. | 2,607 | $128,064.66 | $221,699.28 | $93,634.62 | 73.12% |
Nemes Rush Group LLC Nemes Rush Group LLC | 400 | $24,537.02 | $33,708 | $9,170.98 | 37.38% |
John Shanley Aspect Partners, LLC | 11 | $889 | $903.43 | $14.43 | 1.62% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 28,451 | $1.47M | $2.41M | $940,166.17 | 63.89% |
Annmarie Young KPP Advisory Services LLC | 3,408 | $240,938.84 | $281,534.88 | $40,596.04 | 16.85% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,816 | $127,647 | $151,073.04 | $23,426.04 | 18.35% |