| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anna Christine Golden Reserve Retirement LLC | 8,133 | $664,509.08 | $786,623.76 | $122,114.68 | 18.38% |
Presper Financial Architects LLC Presper Financial Architects LLC | 2,433 | $339,719.79 | $228,203.23 | -$111,516.56 | -32.83% |
| RM Rich Mowrer Brookwood Investment Group LLC | 16,871 | $1.5M | $1.53M | $26,365.88 | 1.75% |
Cole Dimond Caliber Wealth Management LLC / KS | 2,857 | $398,923 | $261,600.06 | -$137,322.94 | -34.42% |
Patricia Frisch ANB Bank | 11,602 | $236,493.02 | $1.09M | $854,327.02 | 361.25% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 1,460 | $203,860 | $136,612.2 | -$67,247.8 | -32.99% |
David R. Hess Wealth Management Associates Inc. | 6,253 | $286,932.09 | $572,337.09 | $285,405 | 99.47% |
Nicole Reese WPG Advisers LLC | 3,244 | $199,949.31 | $309,380.28 | $109,430.97 | 54.73% |
QTR Family Wealth LLC QTR Family Wealth LLC | 12,391 | $415,724.04 | $1.13M | $718,919.83 | 172.93% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 1,202 | $36,232.08 | $113,913.54 | $77,681.46 | 214.4% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 2,883 | $402,553 | $270,569.55 | -$131,983.45 | -32.79% |
| AS Aryn Sands GK Wealth Management LLC | 4,119 | $495,308 | $423,474.39 | -$71,833.61 | -14.5% |
Investment Research Partners LLC Investment Research Partners LLC | 9,970 | $334,493.5 | $914,149.3 | $579,655.8 | 173.29% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 1,629 | $227,457 | $153,867.19 | -$73,589.81 | -32.35% |
Justin Boggs Optima Capital LLC | 4,596 | $173,609.31 | $424,900.2 | $251,290.89 | 144.75% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 8,365 | $258,529.9 | $757,827.17 | $499,297.27 | 193.13% |
Birchbrook Inc. Birchbrook Inc. | 1,126 | $45,991.16 | $103,175.38 | $57,184.22 | 124.34% |
Steven T. Cox Providence Financial Advisors LLC | 1,889 | $263,761 | $177,773.79 | -$85,987.21 | -32.6% |
Horan Wealth LLC Horan Wealth LLC | 17,570 | $2.45M | $1.61M | -$839,014.1 | -34.2% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 2,011 | $280,796 | $192,593.47 | -$88,202.53 | -31.41% |