| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 34 | $4,957 | $5,871.8 | $914.8 | 18.45% |
Paul B. Ordonio Park Place Capital Corp. | 2,789 | $301,835.49 | $497,836.5 | $196,001.01 | 64.94% |
Sheila J. Lindsay Bensler LLC | 1,852 | $230,454.02 | $319,840.4 | $89,386.38 | 38.79% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,342 | $194,224.95 | $231,763.4 | $37,538.45 | 19.33% |
Kevin Kroskey True Wealth Design LLC | 150 | $16,503.65 | $25,905 | $9,401.35 | 56.97% |
Jill Batley Gateway Wealth Partners LLC | 2,988 | $432,257 | $516,027.6 | $83,770.6 | 19.38% |
Christopher E. Jaccard Financial Alternatives Inc. | 8,407 | $913,275.9 | $1.48M | $566,524.24 | 62.03% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 8,212 | $902,827.28 | $1.47M | $563,014.72 | 62.36% |
| PIL PFG Investments LLC PFG Investments LLC | 1,535 | $222,167.21 | $265,094.5 | $42,927.29 | 19.32% |
Jacqueline Washburn Vawter Financial Ltd. | 1,824 | $258,123.68 | $315,004.8 | $56,881.12 | 22.04% |
Jacob Going Alpine Bank Wealth Management | 1,250 | $223,250 | $221,212.5 | -$2,037.5 | -0.91% |
Brian Glas Noble Family Wealth, LLC | 1,432 | $202,628 | $247,306.4 | $44,678.4 | 22.05% |
| MN Mark Neitzel M1 Capital Management LLC | 21,904 | $3.1M | $3.88M | $783,724.67 | 25.29% |
Courtney Holt Compound Planning, Inc. | 54,289 | $7.13M | $9.38M | $2.25M | 31.57% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,806 | $387,216.05 | $484,596.2 | $97,380.15 | 25.15% |
Annmarie Young KPP Advisory Services LLC | 2,818 | $351,501.82 | $486,668.6 | $135,166.78 | 38.45% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,848 | $481,538.85 | $664,549.6 | $183,010.75 | 38.01% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,033 | $276,631.77 | $351,099.1 | $74,467.33 | 26.92% |
Norden Group LLC NORDEN GROUP LLC | 40,837 | $5.91M | $7.05M | $1.14M | 19.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,007 | $2.35M | $2.94M | $591,741.23 | 25.23% |