| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheila J. Lindsay Bensler LLC | 1.15M | $21.13M | $23.36M | $2.23M | 10.56% |
Jeffrey Steele Silverlake Wealth Management LLC | 15,018 | $285,720.53 | $303,363.6 | $17,643.07 | 6.17% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 12,464 | $190,489.38 | $252,505.68 | $62,016.3 | 32.56% |
| PIL PFG Investments LLC PFG Investments LLC | 47,492 | $838,909.03 | $961,475.54 | $122,566.51 | 14.61% |
| KB Kyle Bubeck TrueMark Investments LLC | 35,665 | $618,706.13 | $723,107.87 | $104,401.74 | 16.87% |
Gregory Bosch Strategies Wealth Advisors, LLC | 17,962 | $277,564.07 | $364,179.55 | $86,615.48 | 31.21% |
Katherine Stoner Empower Advisory Group, LLC | 18,409 | $355,110 | $372,414.07 | $17,304.07 | 4.87% |
Denise Reinert CGC Financial Services, LLC | 401 | $6,865 | $8,304.71 | $1,439.71 | 20.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,587 | $185,624.17 | $213,116.31 | $27,492.14 | 14.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,345 | $851,166.14 | $895,769 | $44,602.86 | 5.24% |
James Rankin Modern Wealth Management, LLC | 16,800 | $307,103.96 | $339,696 | $32,592.04 | 10.61% |
Joshua Stipcich Tidemark, LLC | 17 | $275 | $342.21 | $67.21 | 24.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 410 | $7,478.32 | $8,253.3 | $774.98 | 10.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,502 | $41,429.05 | $50,590.44 | $9,161.39 | 22.11% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 12,885 | $247,392 | $266,848.35 | $19,456.35 | 7.86% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 30,885 | $520,103 | $626,965.5 | $106,862.5 | 20.55% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 520 | $10,691 | $10,467.6 | -$223.4 | -2.09% |
Michael Bailey MGB Wealth Management, LLC | 34,141 | $655,516 | $689,648.2 | $34,132.2 | 5.21% |
Douglas E. Morisoli Fairman Group, LLC | 23,569 | $396,902.07 | $474,443.97 | $77,541.9 | 19.54% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,960 | $230,708 | $240,635.2 | $9,927.2 | 4.3% |