| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 6,480 | $245,381.57 | $344,930.4 | $99,548.83 | 40.57% |
Alexandra Stickelman Root Financial Partners, LLC | 57 | $2,621.12 | $3,034.11 | $412.99 | 15.76% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 16,128 | $740,430.65 | $860,428.8 | $119,998.15 | 16.21% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 9,425 | $451,352.8 | $501,692.75 | $50,339.95 | 11.15% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 971 | $37,146.91 | $51,666.91 | $14,520 | 39.09% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,567 | $260,492.67 | $296,220.07 | $35,727.4 | 13.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,719 | $727,229.43 | $830,906.34 | $103,676.91 | 14.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 881 | $43,618 | $46,847.17 | $3,229.17 | 7.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,256 | $410,240 | $439,324.05 | $29,084.05 | 7.09% |
James Rankin Modern Wealth Management, LLC | 6,342 | $263,709.76 | $337,474.94 | $73,765.18 | 27.97% |
Benj Foor Frazier Financial Advisors, LLC | 1,567 | $70,651.03 | $83,384.3 | $12,733.27 | 18.02% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 7,845 | $319,134.89 | $422,139.45 | $103,004.56 | 32.28% |
Ann Keitner Quantum Portfolio Management LLC | 31,074 | $1.46M | $1.65M | $195,755.74 | 13.43% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $3,992 | $5,321.27 | $1,329.27 | 33.3% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,146 | $142,482.28 | $167,430.12 | $24,947.84 | 17.51% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 363 | $17,016.72 | $19,296.57 | $2,279.85 | 13.4% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,937 | $273,101.9 | $315,967.14 | $42,865.24 | 15.7% |
Kelly Richert Clayton Financial Group LLC | 3,770 | $173,412 | $200,375.5 | $26,963.5 | 15.55% |
Seth Hodes Able Wealth Management LLC | 16,596 | $718,275.83 | $882,220.13 | $163,944.3 | 22.82% |
Mark Weiskind Fairway Wealth LLC | 2,352 | $99,104.32 | $125,055.84 | $25,951.52 | 26.19% |