| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 4,799 | $47,945 | $53,124.93 | $5,179.93 | 10.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,788 | $309,669.47 | $340,669.22 | $30,999.75 | 10.01% |
Craig Johnsen Fortitude Advisory Group LLC | 13,265 | $144,190.55 | $146,909.87 | $2,719.32 | 1.89% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 500 | $4,995 | $5,537.5 | $542.5 | 10.86% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,185 | $23,815.12 | $24,177.02 | $361.9 | 1.52% |
Bert D. Barre Colonial Trust Co. / SC | 17,497 | $171,868.92 | $193,516.82 | $21,647.9 | 12.6% |
| SA Steve Alexandrowski GEM Asset Management LLC | 11,082 | $92,438.05 | $122,566.92 | $30,128.87 | 32.59% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 400 | $4,120 | $4,428.04 | $308.04 | 7.48% |
| RBL Robert B. LaRue Owen LaRue LLC | 336,882 | $3.35M | $3.73M | $384,491.2 | 11.49% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 18,107 | $169,432.21 | $200,388.36 | $30,956.15 | 18.27% |
| PIL PFG Investments LLC PFG Investments LLC | 96,409 | $915,317.64 | $1.07M | $151,929.99 | 16.6% |
Andy Warning Resolute Wealth Strategies LLC | 41,967 | $442,745.53 | $464,994.36 | $22,248.83 | 5.03% |
Courtney Holt Compound Planning, Inc. | 108,406 | $1.09M | $1.2M | $112,433.92 | 10.34% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,000 | $41,920.03 | $44,180 | $2,259.97 | 5.39% |
John Hayes LongView Wealth Management | 14,969 | $126,937.12 | $165,706.83 | $38,769.71 | 30.54% |
Andrew Halac Talon Private Wealth, LLC | 51,533 | $514,129.89 | $569,181.98 | $55,052.09 | 10.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 75,542 | $741,814.65 | $836,249.94 | $94,435.29 | 12.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 131,587 | $1.27M | $1.45M | $183,551.17 | 14.45% |
James Rankin Modern Wealth Management, LLC | 14,699 | $132,583.52 | $162,350.45 | $29,766.93 | 22.45% |
Angela Kelley HTLF Bank | 12,550 | $106,424.24 | $138,614.75 | $32,190.51 | 30.25% |