| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 18,470 | $629,236.87 | $946,587.5 | $317,350.63 | 50.43% |
MICHAEL DE LUZ Williams & Novak, LLC | 8,296 | $276,987.45 | $426,455.88 | $149,468.43 | 53.96% |
| KS Kristi Shields ROGCO, LP | 5,398 | $181,619.59 | $277,052.35 | $95,432.76 | 52.55% |
Kevin Bresler TD Waterhouse Canada Inc. | 212 | $7,236.22 | $10,809.88 | $3,573.66 | 49.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,132 | $811,202.69 | $924,550.68 | $113,347.99 | 13.97% |
James Rankin Modern Wealth Management, LLC | 17,075 | $812,784.91 | $884,228.87 | $71,443.96 | 8.79% |
Angela Kelley HTLF Bank | 7,818 | $256,481.01 | $401,063.4 | $144,582.39 | 56.37% |
Amir Har-El Savvy Advisors, Inc. | 30,395 | $1.32M | $1.57M | $252,745.03 | 19.15% |
Cindi Hill Keener Financial Planning LLC | 6,451 | $222,563.29 | $333,323.17 | $110,759.88 | 49.77% |
Steven D Urban Urban Financial Advisory Corp | 3,235 | $163,225.55 | $167,152.45 | $3,926.9 | 2.41% |
Brad Sayre Shared Vision Wealth Group LLC | 3,709 | $202,862 | $192,589.82 | -$10,272.18 | -5.06% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 12,027 | $389,610.13 | $617,646.58 | $228,036.45 | 58.53% |
Anthony Blagrove Traveka Wealth, LLC | 4,915 | $217,095.55 | $252,336.1 | $35,240.55 | 16.23% |
Kent Keister Bear Mountain Capital, Inc. | 45,810 | $1.49M | $2.35M | $855,167.5 | 57.21% |
Joshua Stipcich Tidemark, LLC | 81 | $2,600.46 | $4,190.13 | $1,589.67 | 61.13% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,445 | $65,447.2 | $74,706.5 | $9,259.3 | 14.15% |
Dustin Schick Evergreen Private Wealth LLC | 3,805 | $122,402.68 | $196,889.72 | $74,487.04 | 60.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,642 | $148,415.99 | $190,258.08 | $41,842.09 | 28.19% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 72 | $3,938 | $3,738.96 | -$199.04 | -5.05% |
Chandler te Velde Maia Wealth LLC | 25,612 | $858,202.07 | $1.31M | $454,412.93 | 52.95% |