| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 357 | $20,195.49 | $25,782.54 | $5,587.05 | 27.66% |
Rick Hurley Heirloom Wealth Management | 22,918 | $1.41M | $1.66M | $249,806.2 | 17.78% |
| EW Enzi Wealth Enzi Wealth | 27,400 | $1.42M | $1.98M | $563,183.81 | 39.78% |
Larry Herold Herold Advisors Inc. | 17,418 | $797,376.44 | $1.26M | $460,551.52 | 57.76% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,660 | $193,668.15 | $264,325.2 | $70,657.05 | 36.48% |
Nancy Williamson Helen Stephens Group LLC | 24,936 | $1.51M | $1.8M | $289,176.87 | 19.13% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 73,844 | $3.67M | $5.33M | $1.67M | 45.42% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 137,850 | $9.9M | $9.96M | $56,797.2 | 0.57% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 318,031 | $21.49M | $23.93M | $2.44M | 11.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,047 | $59,878.89 | $75,614.34 | $15,735.45 | 26.28% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 50,843 | $2.55M | $3.67M | $1.12M | 43.87% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,008 | $459,906.44 | $578,337.76 | $118,431.32 | 25.75% |
Tyler Glazier New Millennium Group LLC | 70 | $4,422.6 | $5,055.4 | $632.8 | 14.31% |
Caroline Jankowski Operose Advisors LLC | 1,118 | $67,369.08 | $83,525.78 | $16,156.7 | 23.98% |
Kathleen Thornhill Confluence Wealth Services Inc. | 34,661 | $1.75M | $2.5M | $754,665.41 | 43.16% |
Samantha Pierangeli City State Bank | 215 | $13,583.7 | $15,527.3 | $1,943.6 | 14.31% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 79,071 | $4.87M | $5.71M | $838,041.93 | 17.2% |
Thomas Mason Mason & Associates Inc. | 247,077 | $17.86M | $17.84M | -$14,824.62 | -0.08% |
David T. Morgan High Net Worth Advisory Group LLC | 12,468 | $725,312.3 | $900,438.96 | $175,126.66 | 24.15% |
Penny Paul Andina Capital Management LLC | 11,324 | $667,310.85 | $817,819.28 | $150,508.43 | 22.55% |