| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 15 | $1,907 | $2,047.65 | $140.65 | 7.38% |
Sue Oleari Trifecta Capital Advisors LLC | 134 | $11,769 | $18,283.63 | $6,514.63 | 55.35% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 12,186 | $1.39M | $1.68M | $294,836.64 | 21.26% |
Richard W. Lowrie Park Edge Advisors LLC | 2,889 | $254,824.93 | $398,999.79 | $144,174.86 | 56.58% |
Sheila J. Lindsay Bensler LLC | 5,361 | $657,303.3 | $739,174.68 | $81,871.38 | 12.46% |
Scott Boyce Decker Retirement Planning Inc. | 106 | $15,513 | $14,488.61 | -$1,024.39 | -6.6% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,233 | $330,563.9 | $444,149.54 | $113,585.64 | 34.36% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,799 | $226,630.35 | $246,004.25 | $19,373.9 | 8.55% |
Nemes Rush Group LLC Nemes Rush Group LLC | 41 | $3,949.12 | $5,627.04 | $1,677.92 | 42.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,152 | $256,067.6 | $295,587.96 | $39,520.36 | 15.43% |
Annmarie Young KPP Advisory Services LLC | 3,463 | $392,636.59 | $473,963.49 | $81,326.9 | 20.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,300 | $373,762.47 | $448,404 | $74,641.53 | 19.97% |
United Advisor Group LLC United Advisor Group, LLC | 7,164 | $812,647.99 | $977,420.34 | $164,772.35 | 20.28% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,772 | $203,741.22 | $242,976.64 | $39,235.42 | 19.26% |
Donald Hatcher Solutions 4 Wealth, Ltd | 21,656 | $2.27M | $2.97M | $699,155.38 | 30.75% |
PETER KRUSSEL Southland Equity Partners LLC | 6,666 | $560,100.64 | $913,475.31 | $353,374.67 | 63.09% |
Joshua Stipcich Tidemark, LLC | 889 | $92,868.11 | $121,984.13 | $29,116.02 | 31.35% |
Emily Priebe Priebe Wealth Holdings LLC | 8,459 | $944,182.36 | $1.16M | $216,180.96 | 22.9% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 237 | $34,684 | $32,452.41 | -$2,231.59 | -6.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 101 | $10,654 | $13,723.88 | $3,069.88 | 28.81% |