| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MICHAEL DE LUZ Williams & Novak, LLC | 7,846 | $252,615.47 | $403,088.25 | $150,472.78 | 59.57% |
| KS Kristi Shields ROGCO, LP | 5,398 | $181,619.59 | $277,322.25 | $95,702.66 | 52.69% |
Kevin Bresler TD Waterhouse Canada Inc. | 212 | $7,236.22 | $10,872.44 | $3,636.22 | 50.25% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,222 | $652,053.52 | $783,095.79 | $131,042.27 | 20.1% |
James Rankin Modern Wealth Management, LLC | 12,489 | $561,983.48 | $642,496.6 | $80,513.12 | 14.33% |
Angela Kelley HTLF Bank | 7,818 | $256,481.01 | $402,197.01 | $145,716 | 56.81% |
Amir Har-El Savvy Advisors, Inc. | 31,638 | $1.37M | $1.62M | $253,976.13 | 18.56% |
Cindi Hill Keener Financial Planning LLC | 6,456 | $222,723.59 | $332,128.92 | $109,405.33 | 49.12% |
Steven D Urban Urban Financial Advisory Corp | 756 | $27,631.53 | $38,892.42 | $11,260.89 | 40.75% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,754 | $79,735 | $89,954.07 | $10,219.07 | 12.82% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 12,422 | $398,409.29 | $637,063.51 | $238,654.22 | 59.9% |
Anthony Blagrove Traveka Wealth, LLC | 5,236 | $231,274.12 | $268,528.78 | $37,254.66 | 16.11% |
Kent Keister Bear Mountain Capital, Inc. | 45,597 | $1.48M | $2.34M | $854,754.3 | 57.61% |
Joshua Stipcich Tidemark, LLC | 81 | $2,600.46 | $4,165.02 | $1,564.56 | 60.16% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,266 | $55,657.7 | $65,097.72 | $9,440.02 | 16.96% |
Dustin Schick Evergreen Private Wealth LLC | 3,805 | $122,402.68 | $195,653.1 | $73,250.42 | 59.84% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,642 | $148,415.99 | $186,980.28 | $38,564.29 | 25.98% |
Chandler te Velde Maia Wealth LLC | 26,407 | $883,689.38 | $1.36M | $474,158.56 | 53.66% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,583 | $420,968.04 | $646,011.22 | $225,043.18 | 53.46% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,505 | $319,688.47 | $446,597.55 | $126,909.08 | 39.7% |