| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Casanega Sharper & Granite LLC | 12,860 | $369,757.08 | $522,373.2 | $152,616.12 | 41.27% |
Scott Register Register Financial Advisors LLC | 90 | $3,661 | $3,655.8 | -$5.2 | -0.14% |
David Bach River Street Advisors LLC | 4,734 | $192,580 | $192,295.08 | -$284.92 | -0.15% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,638 | $351,394 | $350,875.56 | -$518.44 | -0.15% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,551 | $55,783.79 | $63,001.62 | $7,217.83 | 12.94% |
Sean O'Reilly Ffg Retirement Advisors LLC | 52,981 | $1.74M | $2.15M | $409,892.14 | 23.53% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 26,420 | $757,279.95 | $1.07M | $315,900.45 | 41.72% |
Andrew Brady Brady Family Wealth LLC | 10,174 | $289,877.52 | $413,267.88 | $123,390.36 | 42.57% |
| PIL PFG Investments LLC PFG Investments LLC | 8,379 | $245,529.47 | $340,354.98 | $94,825.51 | 38.62% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 12,905 | $441,812.92 | $529,621.2 | $87,808.28 | 19.87% |
John Shanley Aspect Partners, LLC | 1,262 | $40,731.61 | $51,262.44 | $10,530.83 | 25.85% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 9,829 | $282,978.68 | $399,253.98 | $116,275.3 | 41.09% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,234 | $208,266.87 | $293,845.08 | $85,578.21 | 41.09% |
Alisha Arvold Christopher J. Hasenberg, Inc | 58 | $1,842 | $2,355.96 | $513.96 | 27.9% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 7,099 | $227,839.45 | $288,361.38 | $60,521.93 | 26.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 48,384 | $1.78M | $1.97M | $183,380.05 | 10.29% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 54,670 | $1.75M | $2.22M | $468,329.52 | 26.73% |
| AK Alisha Kamadia United Community Bank | 662 | $18,668.34 | $27,320.74 | $8,652.4 | 46.35% |
Benj Foor Frazier Financial Advisors, LLC | 121,735 | $3.94M | $5.02M | $1.08M | 27.42% |
United Advisor Group LLC United Advisor Group, LLC | 14,264 | $459,428.49 | $579,403.68 | $119,975.19 | 26.11% |