| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 5,398 | $181,619.59 | $302,449.94 | $120,830.35 | 66.53% |
| CH Courtney Haddad Concurrent Investment Advisors, LLC | 15,222 | $652,053.52 | $852,888.66 | $200,835.14 | 30.8% |
| JR James Rankin Modern Wealth Management, LLC | 12,489 | $561,983.48 | $699,758.67 | $137,775.19 | 24.52% |
| AK Angela Kelley HTLF Bank | 7,818 | $256,481.01 | $438,042.54 | $181,561.53 | 70.79% |
| AH Amir Har-El Savvy Advisors, Inc. | 31,638 | $1.37M | $1.77M | $404,095.28 | 29.53% |
| CH Cindi Hill Keener Financial Planning LLC | 6,456 | $222,723.59 | $361,729.68 | $139,006.09 | 62.41% |
| SDU Steven D Urban Urban Financial Advisory Corp | 756 | $27,631.53 | $42,358.68 | $14,727.15 | 53.3% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,754 | $79,735 | $98,276.62 | $18,541.62 | 23.25% |
| SRB Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 12,422 | $398,409.29 | $696,004.66 | $297,595.37 | 74.7% |
| AB Anthony Blagrove Traveka Wealth, LLC | 5,400 | $238,518 | $302,562 | $64,044 | 26.85% |
| KK Kent Keister Bear Mountain Capital, Inc. | 45,597 | $1.48M | $2.55M | $1.07M | 72.19% |
| JS Joshua Stipcich Tidemark, LLC | 81 | $2,600.46 | $4,538.43 | $1,937.97 | 74.52% |
| KT KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,266 | $55,657.7 | $70,933.98 | $15,276.28 | 27.45% |
| DS Dustin Schick Evergreen Private Wealth LLC | 3,805 | $122,402.68 | $213,194.15 | $90,791.47 | 74.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,642 | $148,415.99 | $204,061.26 | $55,645.27 | 37.49% |
| CTV Chandler te Velde Maia Wealth LLC | 26,407 | $883,689.38 | $1.48M | $595,894.83 | 67.43% |
| JRH Jessica Riley Hale GC Wealth Management RIA, LLC | 8,505 | $319,688.47 | $476,535.15 | $156,846.68 | 49.06% |
| LDT Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,403 | $45,117.04 | $78,610.09 | $33,493.05 | 74.24% |
| AG Alan Gilmore Private Wealth Management Group, LLC | 17,613 | $574,241.82 | $986,856.39 | $412,614.57 | 71.85% |
| TH Thomas Higgins Balanced Rock Investment Advisors LLC | 26,571 | $880,163.97 | $1.49M | $608,609.16 | 69.15% |