| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Ripp Austin Wealth Management, LLC | 3,843 | $203,141 | $210,826.98 | $7,685.98 | 3.78% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 7,645 | $310,998.89 | $420,475 | $109,476.11 | 35.2% |
Ann Keitner Quantum Portfolio Management LLC | 32,581 | $1.54M | $1.79M | $253,117.77 | 16.45% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $3,992 | $5,500 | $1,508 | 37.78% |
Julie Beswick Advantage Trust Co | 600 | $32,274 | $33,336 | $1,062 | 3.29% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,098 | $140,308.36 | $170,622.35 | $30,313.99 | 21.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 363 | $17,016.72 | $19,965 | $2,948.28 | 17.33% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 6,053 | $279,919.03 | $336,304.68 | $56,385.65 | 20.14% |
Kelly Richert Clayton Financial Group LLC | 3,816 | $175,921.3 | $209,918.16 | $33,996.86 | 19.33% |
Seth Hodes Able Wealth Management LLC | 10,732 | $479,733.21 | $596,269.92 | $116,536.71 | 24.29% |
Mark Weiskind Fairway Wealth LLC | 2,378 | $100,501.58 | $132,121.68 | $31,620.1 | 31.46% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 17,821 | $868,735.08 | $983,184.57 | $114,449.49 | 13.17% |
Brian Krause Cascade Financial Partners, LLC | 129,281 | $5.43M | $7.18M | $1.75M | 32.2% |
Janice M. Powell Diversify Advisory Services, LLC | 5,203 | $277,424 | $286,737.85 | $9,313.85 | 3.36% |
Brady Green GGM Financials LLC | 1,415 | $76,115 | $78,617.4 | $2,502.4 | 3.29% |
| HAS Hayley A. Snell LRI Investments, LLC | 142 | $6,231.59 | $7,832.72 | $1,601.13 | 25.69% |
Roger Krabbe Bank & Trust Co | 232 | $10,048.28 | $12,760 | $2,711.72 | 26.99% |
Brandt Sakakeeny Rockingstone Advisors LLC | 11,200 | $412,384.01 | $617,792 | $205,407.99 | 49.81% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,203 | $277,424 | $286,685.3 | $9,261.3 | 3.34% |
BluePointe Capital Management LLC BluePointe Capital Management LLC | 11,616 | $473,543.31 | $637,021.44 | $163,478.13 | 34.52% |