| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 229 | $8,267.93 | $9,543.57 | $1,275.64 | 15.43% |
Timothy J. Videnka Forza Wealth Management LLC | 27,714 | $693,528.36 | $1.14M | $450,505.56 | 64.96% |
Kevin Gray Lodestar Private Asset Management LLC | 6,071 | $232,276.02 | $250,610.88 | $18,334.86 | 7.89% |
Jeffrey Hanson Breakwater Capital Group | 40,206 | $1.29M | $1.66M | $371,482.38 | 28.84% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 173 | $6,619.59 | $7,141.44 | $521.85 | 7.88% |
Paul L. Moffat Arista Wealth Management LLC | 29,258 | $1.12M | $1.21M | $88,358.82 | 7.89% |
Lydia Moore MRP Capital Investments LLC | 26,343 | $1.01M | $1.1M | $88,881.7 | 8.81% |
Dana Anspach Sensible Money LLC | 84,214 | $2.09M | $3.48M | $1.38M | 66.15% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 130 | $4,974 | $5,366.4 | $392.4 | 7.89% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 276,545 | $7.3M | $11.42M | $4.11M | 56.35% |
Scott Boyce Decker Retirement Planning Inc. | 305 | $11,956.92 | $12,590.4 | $633.48 | 5.3% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,013 | $79,879.79 | $124,376.64 | $44,496.85 | 55.7% |
Alexandra Stickelman Root Financial Partners, LLC | 13,076 | $454,893.08 | $539,777.28 | $84,884.2 | 18.66% |
Scott Kapusta First County Bank /CT/ | 8,060 | $248,247.7 | $332,716.8 | $84,469.1 | 34.03% |
John Shanley Aspect Partners, LLC | 74 | $2,936 | $3,054.72 | $118.72 | 4.04% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 316 | $8,460 | $13,044.48 | $4,584.48 | 54.19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,568 | $422,373.12 | $560,087.04 | $137,713.92 | 32.6% |
John Hayes LongView Wealth Management | 21,727 | $831,904.78 | $896,890.56 | $64,985.78 | 7.81% |
Denise Reinert CGC Financial Services, LLC | 15,366 | $593,325.95 | $634,308.48 | $40,982.53 | 6.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,934 | $961,172.52 | $1.15M | $191,943 | 19.97% |