| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 125,388 | $4.06M | $5.25M | $1.19M | 29.21% |
Taylor Jobe MKT Advisors LLC | 19,757 | $654,512.87 | $830,584.28 | $176,071.41 | 26.9% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,120 | $59,046.4 | $46,480 | -$12,566.4 | -21.28% |
Penny A. Phillips Journey Strategic Wealth LLC | 62,269 | $2.08M | $2.58M | $507,664.38 | 24.45% |
Brian Ramsay Wealthspan Partners LLC | 5,740 | $302,612.8 | $243,777.8 | -$58,835 | -19.44% |
Sean Reitenbach Prosperity Consulting Group LLC | 677,611 | $35.57M | $28.18M | -$7.4M | -20.79% |
Samantha Pierangeli City State Bank | 310 | $10,323 | $12,815.4 | $2,492.4 | 24.14% |
Morgan Christen Spinnaker Investment Group LLC | 9,160 | $482,915.2 | $383,483.4 | -$99,431.8 | -20.59% |
Jeremy Baltz Raleigh Capital Management Inc. | 23,341 | $767,978.21 | $967,601.15 | $199,622.94 | 25.99% |
Christopher Clancy Global Wealth Strategies & Associates | 20,408 | $689,003 | $854,380.92 | $165,377.92 | 24% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 15,292 | $500,415.62 | $639,664.36 | $139,248.74 | 27.83% |
Dalila Toledo Ascent Group LLC | 806,289 | $25.87M | $33.36M | $7.49M | 28.95% |
| EM Erin Mccann Simplicity Wealth LLC | 102,669 | $3.19M | $4.39M | $1.2M | 37.65% |
Patrick O'Connell Security Financial Services Inc. | 301,712 | $9.64M | $12.61M | $2.98M | 30.89% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 9,603 | $327,945.31 | $396,219.78 | $68,274.47 | 20.82% |
Jaimie Palmer Beacon Capital Management LLC | 137,458 | $6.58M | $5.82M | -$761,997.8 | -11.57% |
Brian Levy West Wealth Group LLC | 427,987 | $14.14M | $17.95M | $3.81M | 26.92% |
Candice Gilman Sofi Wealth LLC | 2.64M | $89.87M | $112.47M | $22.6M | 25.15% |
Mark Fiskio Empirical Asset Management LLC | 4,892 | $166,917.12 | $203,702.88 | $36,785.76 | 22.04% |
Timothy Gerlach Novem Group | 70,182 | $2.91M | $2.92M | $13,242.62 | 0.46% |