| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 338 | $96,988.88 | $91,395.2 | -$5,593.68 | -5.77% |
James D. Ackerman Ackerman Asset Management LLC | 21,446 | $5.23M | $5.79M | $557,731.49 | 10.66% |
Cole Dimond Caliber Wealth Management LLC / KS | 5,799 | $1.16M | $1.58M | $418,842.69 | 36.21% |
Patricia Frisch ANB Bank | 70,394 | $16.98M | $19.39M | $2.41M | 14.18% |
Nicole Reese WPG Advisers LLC | 558 | $123,296 | $153,477.9 | $30,181.9 | 24.48% |
QTR Family Wealth LLC QTR Family Wealth LLC | 721 | $216,506 | $195,715.45 | -$20,790.55 | -9.6% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 673 | $202,222 | $184,735.13 | -$17,486.87 | -8.65% |
David Dirks Plum Street Advisors LLC | 5,052 | $1.03M | $1.39M | $360,257.46 | 35.07% |
Tyler Rudek Heritage Wealth Architects Inc. | 1,261 | $305,111.32 | $344,669.12 | $39,557.8 | 12.97% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 17,149 | $3.55M | $4.68M | $1.13M | 31.93% |
| AS Aryn Sands GK Wealth Management LLC | 49 | $13,743 | $13,558.3 | -$184.7 | -1.34% |
Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 6,347 | $1.37M | $1.73M | $364,127.77 | 26.59% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 2,154 | $475,969.08 | $589,592.88 | $113,623.8 | 23.87% |
Justin Boggs Optima Capital LLC | 7,853 | $1.84M | $2.16M | $320,598.85 | 17.46% |
Birchbrook Inc. Birchbrook Inc. | 1,432 | $310,441.24 | $389,103.04 | $78,661.8 | 25.34% |
Luis A. Galdamez Valtrion Capital Management LLC | 2,097 | $463,353 | $575,647.47 | $112,294.47 | 24.24% |
Steven T. Cox Providence Financial Advisors LLC | 2,901 | $701,844.96 | $792,814.29 | $90,969.33 | 12.96% |
Horan Wealth LLC Horan Wealth LLC | 13,174 | $3.2M | $3.6M | $396,236.82 | 12.37% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 1,246 | $279,913.33 | $342,039.46 | $62,126.13 | 22.19% |
Warner Group LLC Warner Group LLC | 3,810 | $1.03M | $1.05M | $15,952.43 | 1.54% |