| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 9,189 | $508,384.71 | $663,629.58 | $155,244.87 | 30.54% |
Jill Batley Gateway Wealth Partners LLC | 3,914 | $239,954 | $282,669.08 | $42,715.08 | 17.8% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 206,837 | $10.61M | $14.94M | $4.33M | 40.77% |
| PIL PFG Investments LLC PFG Investments LLC | 12,181 | $724,941.67 | $879,711.82 | $154,770.15 | 21.35% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 10,357 | $569,735.65 | $747,982.54 | $178,246.89 | 31.29% |
Staci Compagno Portside Wealth Group, LLC | 55,304 | $3M | $3.99M | $991,701.42 | 33.03% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 239 | $14,352 | $17,260.58 | $2,908.58 | 20.27% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 973,572 | $47.82M | $70.31M | $22.49M | 47.02% |
Norden Group LLC NORDEN GROUP LLC | 8,770 | $557,638.77 | $633,369.4 | $75,730.63 | 13.58% |
John M Roach Waterway Wealth Management, LLC | 143,990 | $8.89M | $10.4M | $1.51M | 16.94% |
Denise Reinert CGC Financial Services, LLC | 6,674 | $428,129.48 | $481,996.28 | $53,866.8 | 12.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 138,391 | $8.66M | $9.99M | $1.34M | 15.45% |
Anthony Moeller MN Wealth Advisors, LLC | 5,677 | $280,576.59 | $409,992.94 | $129,416.35 | 46.13% |
Kevin Orr Centennial Bank/AR/ | 52,007 | $2.81M | $3.88M | $1.07M | 38.09% |
NICOLE MARTIN Arlington Trust Co LLC | 839 | $51,447 | $60,592.58 | $9,145.58 | 17.78% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,001 | $605,823.27 | $1.01M | $405,328.95 | 66.91% |
| KS Kristi Shields ROGCO, LP | 36 | $2,265 | $2,599.92 | $334.92 | 14.79% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,334 | $905,617.6 | $1.04M | $129,583.88 | 14.31% |
James Rankin Modern Wealth Management, LLC | 237,625 | $12.89M | $17.88M | $5M | 38.76% |
Amir Har-El Savvy Advisors, Inc. | 1.32M | $79.9M | $95.61M | $15.71M | 19.66% |