| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,814 | $168,266.64 | $174,706.34 | $6,439.7 | 3.83% |
Andrew Endelman Independent Wealth Network Inc. | 13,407 | $1.11M | $1.29M | $185,049.54 | 16.69% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,557 | $266,332.33 | $342,965.94 | $76,633.61 | 28.77% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,418 | $220,178.75 | $234,400.92 | $14,222.17 | 6.46% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,280 | $1.04M | $1.09M | $47,007.8 | 4.53% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 38,220 | $2.67M | $3.68M | $1.01M | 37.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 405 | $36,810.45 | $38,916.45 | $2,106 | 5.72% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 19,347 | $1.76M | $1.86M | $106,598.55 | 6.07% |
Justin Fulmer Shelton Wealth Management LLC | 55,058 | $4.56M | $5.38M | $821,349.57 | 18.02% |
Craig Kurth PCG Wealth Advisors LLC | 72,517 | $4.91M | $6.98M | $2.07M | 42.17% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 7,523 | $602,140.92 | $723,938.29 | $121,797.37 | 20.23% |
| RS Radon Stancil POM Investment Strategies LLC | 235 | $21,799 | $22,614.05 | $815.05 | 3.74% |
| SP Shaun Peterson Peterson Wealth Services | 1,615 | $148,178.44 | $155,411.45 | $7,233.01 | 4.88% |
| TC Timothy Carne SFG Wealth Management LLC | 2,591 | $214,237.72 | $249,008.05 | $34,770.33 | 16.23% |
Caroline Jankowski Operose Advisors LLC | 1,205 | $103,202.55 | $115,860.75 | $12,658.2 | 12.27% |
Lonny Elfenbein West Michigan Advisors LLC | 10,355 | $802,737.91 | $995,633.25 | $192,895.34 | 24.03% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 18,698 | $1.69M | $1.8M | $105,450.72 | 6.23% |
Kathleen Thornhill Confluence Wealth Services Inc. | 16,294 | $1.48M | $1.57M | $89,001.68 | 6.01% |
| MH Michael Hackman HFG Advisors Inc. | 9,567 | $810,731.92 | $921,876.12 | $111,144.2 | 13.71% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 7,627 | $707,480.52 | $733,336.05 | $25,855.53 | 3.65% |