| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 11,875 | $313,801.17 | $506,706.25 | $192,905.08 | 61.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,832 | $879,442.73 | $1.19M | $308,566.19 | 35.09% |
| MWS MFA Wealth Services MFA Wealth Services | 6,648 | $182,781.91 | $284,168.76 | $101,386.85 | 55.47% |
Thomas Dobbins New Republic Capital, LLC | 13,258 | $360,087.01 | $565,718.86 | $205,631.85 | 57.11% |
Elliot Kallen Prosperity Wealth Management, Inc. | 24,990 | $885,130.5 | $1.07M | $181,192.8 | 20.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 302,044 | $12.35M | $12.99M | $642,404.9 | 5.2% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 49,873 | $1.54M | $2.13M | $585,027.86 | 37.91% |
Kevin Orr Centennial Bank/AR/ | 19,765 | $816,685.08 | $843,866.67 | $27,181.59 | 3.33% |
Jon Greer GSG Advisors LLC | 5,194 | $205,002.47 | $221,757.83 | $16,755.36 | 8.17% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,828 | $205,480 | $206,131.46 | $651.46 | 0.32% |
NICOLE MARTIN Arlington Trust Co LLC | 1 | $28 | $42.69 | $14.69 | 52.46% |
Matthew J. Syverson Sound Stewardship, LLC | 54,469 | $1.48M | $2.33M | $847,079.67 | 57.21% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,723 | $146,872.77 | $159,065.17 | $12,192.4 | 8.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 121,998 | $3.5M | $5.21M | $1.71M | 48.7% |
| AK Alisha Kamadia United Community Bank | 1,884 | $47,854 | $80,493.9 | $32,639.9 | 68.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,837 | $1.08M | $1.23M | $151,588.94 | 14.03% |
Joseph C. Gissy Tactive Advisors, LLC | 18,358 | $656,196.32 | $783,794.81 | $127,598.49 | 19.45% |
Ann Keitner Quantum Portfolio Management LLC | 40,387 | $1.72M | $1.73M | $6,663.57 | 0.39% |
United Advisor Group LLC United Advisor Group, LLC | 6,885 | $254,851.39 | $294,161.62 | $39,310.23 | 15.42% |
Dane Grouell Turning Point Benefit Group, Inc. | 4,654 | $177,166.88 | $198,749.07 | $21,582.19 | 12.18% |