| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Williams Investmark Advisory Group LLC | 87,414 | $3.33M | $3.9M | $568,030.73 | 17.04% |
Christopher Warner WARNER FINANCIAL Inc. | 38,802 | $1.67M | $1.65M | -$21,886.98 | -1.31% |
| LV Leah Vaden Redwood Financial Network Corp. | 24,860 | $844,275.95 | $1.11M | $265,225.85 | 31.41% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 263,298 | $10.98M | $11.68M | $701,673.16 | 6.39% |
Lukas Lindgren Abound Wealth Management | 1,092 | $45,534.11 | $46,453.68 | $919.57 | 2.02% |
| BP Brett Pohl Kingdom Financial Group LLC | 540 | $23,625 | $24,100.2 | $475.2 | 2.01% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 302,902 | $11.64M | $12.89M | $1.25M | 10.71% |
Sheila J. Lindsay Bensler LLC | 6,564 | $172,238.67 | $279,232.56 | $106,993.89 | 62.12% |
Jeffrey Steele Silverlake Wealth Management LLC | 94,950 | $3.25M | $4.21M | $964,135.54 | 29.68% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 59,500 | $2.39M | $2.65M | $257,177.05 | 10.77% |
Beth Zilka Baron Wealth Management LLC | 57,851 | $2.37M | $2.46M | $86,205.64 | 3.63% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,504 | $153,290 | $149,060.16 | -$4,229.84 | -2.76% |
Benjamin J. Jones National Wealth Management Group, LLC | 8,762 | $231,555.56 | $372,735.48 | $141,179.92 | 60.97% |
Katherine Stoner Empower Advisory Group, LLC | 7,502 | $312,833.44 | $334,214.1 | $21,380.66 | 6.83% |
John Hayes LongView Wealth Management | 6,184 | $270,551 | $263,067.36 | -$7,483.64 | -2.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 125,083 | $5.13M | $5.32M | $189,309.86 | 3.69% |
| KS Kristi Shields ROGCO, LP | 1,521 | $56,323 | $64,703.34 | $8,380.34 | 14.88% |
Amir Har-El Savvy Advisors, Inc. | 11,956 | $498,565.33 | $508,608.24 | $10,042.91 | 2.01% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 8,061 | $332,808.89 | $359,762.43 | $26,953.54 | 8.1% |
Joshua Stipcich Tidemark, LLC | 5,957 | $260,619 | $265,860.91 | $5,241.91 | 2.01% |