| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 89 | $6,491 | $9,156.32 | $2,665.32 | 41.06% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,638 | $710,666.63 | $888,413.12 | $177,746.49 | 25.01% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,165 | $201,336.55 | $222,821.8 | $21,485.25 | 10.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 59,691 | $5.58M | $6.11M | $536,703.48 | 9.63% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 3,523 | $266,750.68 | $362,446.24 | $95,695.56 | 35.87% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 6,323 | $438,802.34 | $650,510.24 | $211,707.9 | 48.25% |
Kevin Orr Centennial Bank/AR/ | 64,800 | $5.72M | $6.67M | $952,613.87 | 16.67% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 13,945 | $1.29M | $1.43M | $141,776.88 | 10.96% |
Jesse Steele Etesian Wealth Advisors, Inc. | 3,932 | $336,827.41 | $404,602.8 | $67,775.39 | 20.12% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 127,007 | $11.53M | $13.08M | $1.55M | 13.42% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 30,375 | $2.27M | $3.13M | $856,653.59 | 37.71% |
MICHAEL DE LUZ Williams & Novak, LLC | 15,920 | $1.21M | $1.64M | $429,056.11 | 35.49% |
| KS Kristi Shields ROGCO, LP | 5,765 | $551,249 | $593,218.5 | $41,969.5 | 7.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,142 | $92,279.54 | $117,563.19 | $25,283.65 | 27.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,780 | $724,652.42 | $801,340 | $76,687.58 | 10.58% |
Riley Stephenson Stephenson & Company, Inc. | 3,857 | $307,943.56 | $396,885.3 | $88,941.74 | 28.88% |
James Rankin Modern Wealth Management, LLC | 46,741 | $4.17M | $4.81M | $643,090.8 | 15.42% |
Angela Kelley HTLF Bank | 9,293 | $721,809.84 | $957,179 | $235,369.16 | 32.61% |
Amir Har-El Savvy Advisors, Inc. | 8,472 | $803,130.64 | $871,260.48 | $68,129.84 | 8.48% |
Cindi Hill Keener Financial Planning LLC | 2,953 | $248,885.08 | $304,159 | $55,273.92 | 22.21% |