| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 56,189 | $8.3M | $8.52M | $221,379.63 | 2.67% |
David Vollmer PFS Partners, LLC | 1,483 | $167,744.75 | $219,246.72 | $51,501.97 | 30.7% |
Angela Kelley HTLF Bank | 1,819 | $225,092.18 | $268,920.96 | $43,828.78 | 19.47% |
David W. Lewis Lewis Asset Management, LLC | 2,750 | $339,845 | $406,560 | $66,715 | 19.63% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,014 | $345,670.65 | $453,365.88 | $107,695.23 | 31.16% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,090 | $144,425 | $161,145.6 | $16,720.6 | 11.58% |
Steven JE Manders BKM Wealth Management, LLC | 39,374 | $4.51M | $5.82M | $1.31M | 29.13% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 6,162 | $702,714.38 | $910,990.08 | $208,275.7 | 29.64% |
Dane Grouell Turning Point Benefit Group, Inc. | 19,473 | $2.78M | $2.88M | $100,521.42 | 3.62% |
Andy Bloom MB Generational Wealth, LLC | 1,814 | $206,869 | $268,181.76 | $61,312.76 | 29.64% |
Kent Keister Bear Mountain Capital, Inc. | 249 | $27,454.64 | $36,812.16 | $9,357.52 | 34.08% |
Joshua Stipcich Tidemark, LLC | 462 | $52,686 | $69,494.04 | $16,808.04 | 31.9% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,098 | $137,366.55 | $165,292.92 | $27,926.37 | 20.33% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,053 | $242,850 | $311,378.51 | $68,528.51 | 28.22% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 7,155 | $816,627.44 | $1.06M | $241,167.76 | 29.53% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 12,998 | $1.49M | $1.92M | $434,083.21 | 29.18% |
Kelly Richert Clayton Financial Group LLC | 1,535 | $200,675.85 | $226,934.4 | $26,258.55 | 13.09% |
David Novak Novak & Powell Financial Services, Inc. | 13,126 | $1.62M | $1.97M | $345,329.14 | 21.3% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 88,462 | $12.32M | $13.32M | $996,408.13 | 8.09% |
Angela Mari Abich Financial Wealth Management LLC | 697 | $90,415 | $103,044.48 | $12,629.48 | 13.97% |