| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark R. Satkoski Midwest Capital Advisors, LLC | 32 | $15,256.31 | $16,518.72 | $1,262.41 | 8.27% |
Bruce Barton Parkworth Wealth Management, Inc. | 653 | $277,913.97 | $340,572.15 | $62,658.18 | 22.55% |
Brandt Sakakeeny Rockingstone Advisors LLC | 550 | $264,314 | $286,627 | $22,313 | 8.44% |
Kennedy James Axecap Investments, LLC | 498 | $210,713.64 | $259,395.75 | $48,682.11 | 23.1% |
Argentarii LLC Argentarii, LLC | 1,676 | $713,428.18 | $865,167.99 | $151,739.81 | 21.27% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 4,680 | $1.94M | $2.42M | $479,267.25 | 24.75% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 1,881 | $871,260.39 | $979,248.6 | $107,988.21 | 12.39% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 11,048 | $5.77M | $5.75M | -$22,790.64 | -0.39% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 540 | $250,949.54 | $281,650.5 | $30,700.96 | 12.23% |
Carmen McClennon WR Wealth Planners, LLC | 4 | $1,692.48 | $2,083.72 | $391.24 | 23.12% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 4,631 | $1.95M | $2.41M | $460,835.13 | 23.66% |
David A Rozenson Fairscale Capital, LLC | 110 | $45,062.91 | $56,719.3 | $11,656.39 | 25.87% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 779 | $304,690 | $401,675.77 | $96,985.77 | 31.83% |
Rana Choubah Meridian Financial Advisors, LLC | 575 | $217,138.7 | $296,820.76 | $79,682.06 | 36.7% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 749 | $390,894 | $386,641.3 | -$4,252.7 | -1.09% |
Greg Reidy Granite FO LLC | 413 | $142,959.83 | $213,194.74 | $70,234.91 | 49.13% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 592 | $251,702.01 | $307,680.16 | $55,978.15 | 22.24% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 565 | $242,185.03 | $291,330.95 | $49,145.92 | 20.29% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 451 | $236,232 | $232,810.72 | -$3,421.28 | -1.45% |
| EM Eric Myers Carrera Capital Advisors | 414 | $217,027 | $213,710.95 | -$3,316.05 | -1.53% |