| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 3,233 | $330,563.9 | $462,933.27 | $132,369.37 | 40.04% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,045 | $257,620.38 | $294,295.95 | $36,675.57 | 14.24% |
Nemes Rush Group LLC Nemes Rush Group LLC | 41 | $3,949.12 | $5,900.31 | $1,951.19 | 49.41% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,102 | $248,750.81 | $302,351.68 | $53,600.87 | 21.55% |
Annmarie Young KPP Advisory Services LLC | 3,463 | $392,636.59 | $497,927.45 | $105,290.86 | 26.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,535 | $394,402.52 | $506,998.89 | $112,596.37 | 28.55% |
United Advisor Group LLC United Advisor Group, LLC | 7,159 | $811,916.21 | $1.03M | $218,943.99 | 26.97% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,769 | $203,302.19 | $254,727.15 | $51,424.96 | 25.29% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 118 | $15,133 | $16,984.33 | $1,851.33 | 12.23% |
Donald Hatcher Solutions 4 Wealth, Ltd | 22,247 | $2.34M | $3.2M | $867,946.96 | 37.16% |
PETER KRUSSEL Southland Equity Partners LLC | 6,905 | $579,947.19 | $993,387.82 | $413,440.63 | 71.29% |
Steven JE Manders BKM Wealth Management, LLC | 1,967 | $210,041.07 | $283,238.16 | $73,197.09 | 34.85% |
Joshua Stipcich Tidemark, LLC | 889 | $92,868.11 | $127,864.87 | $34,996.76 | 37.68% |
Emily Priebe Priebe Wealth Holdings LLC | 8,459 | $944,182.36 | $1.22M | $273,363.8 | 28.95% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 101 | $10,654 | $14,510.67 | $3,856.67 | 36.2% |
Brian Distler Lakeridge Wealth Management LLC | 26,183 | $2.89M | $3.75M | $862,717.64 | 29.89% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,695 | $177,447.13 | $243,656.25 | $66,209.12 | 37.31% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 541 | $69,416 | $77,771.45 | $8,355.45 | 12.04% |
| FFL Farrell Financial LLC Farrell Financial LLC | 1,786 | $205,202.36 | $255,442.65 | $50,240.29 | 24.48% |
Matthew Richmond Richmond Investment Services, LLC | 3,929 | $455,081.72 | $564,479.43 | $109,397.71 | 24.04% |