| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 70 | $4,422.6 | $5,256.3 | $833.7 | 18.85% |
Caroline Jankowski Operose Advisors LLC | 1,118 | $67,369.08 | $83,671.12 | $16,302.04 | 24.2% |
Kathleen Thornhill Confluence Wealth Services Inc. | 34,661 | $1.75M | $2.59M | $845,130.62 | 48.33% |
Samantha Pierangeli City State Bank | 215 | $13,583.7 | $16,097.05 | $2,513.35 | 18.5% |
W. Travis McKinney HB Wealth Management LLC | 5,497 | $397,323.16 | $417,387.21 | $20,064.05 | 5.05% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 81,175 | $5.03M | $6.11M | $1.08M | 21.48% |
Thomas Mason Mason & Associates Inc. | 247,077 | $17.86M | $18.66M | $800,529.48 | 4.48% |
David T. Morgan High Net Worth Advisory Group LLC | 12,468 | $725,312.3 | $936,222.12 | $210,909.82 | 29.08% |
Penny Paul Andina Capital Management LLC | 11,324 | $667,310.85 | $856,490.74 | $189,179.89 | 28.35% |
Dan Mohr Retireful LLC | 5,474 | $404,802.3 | $413,889.14 | $9,086.84 | 2.24% |
Timothy Gerlach Novem Group | 45,728 | $2.62M | $3.43M | $811,438.75 | 30.98% |
Daniel Ronan Catalyst Financial Partners LLC | 3,680 | $225,778.08 | $276,128.8 | $50,350.72 | 22.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,051 | $964,575.07 | $1.29M | $330,107.36 | 34.22% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,835 | $155,243.53 | $213,730.65 | $58,487.12 | 37.67% |
Joseph Wallace Wallace Advisory Group LLC | 3,586 | $259,196 | $272,141.54 | $12,945.54 | 4.99% |
CJ Harrison DecisionPoint Financial LLC | 2 | $127 | $151.86 | $24.86 | 19.57% |
Rodrigo Diaz Plan Group Financial LLC | 208,959 | $13.41M | $15.69M | $2.28M | 17% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 688,073 | $33.49M | $52.03M | $18.54M | 55.36% |
Lukas Lindgren Abound Wealth Management | 964 | $55,206 | $73,167.6 | $17,961.6 | 32.54% |
Drew Phillips Fortitude Family Office LLC | 396 | $22,679.03 | $30,068.28 | $7,389.25 | 32.58% |