| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 4,241 | $220,886.21 | $283,765.31 | $62,879.1 | 28.47% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 71 | $4,683.16 | $4,750.61 | $67.45 | 1.44% |
Jessica Thayer Unique Wealth LLC | 8,232 | $367,491.31 | $550,803.12 | $183,311.81 | 49.88% |
Belena Vincetti Fortis Capital Advisors LLC | 9,035 | $405,220.9 | $604,531.85 | $199,310.95 | 49.19% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,163 | $208,615.86 | $211,636.33 | $3,020.47 | 1.45% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 1,000 | $54,420 | $66,910 | $12,490 | 22.95% |
| WJW Walter J. West Milestone Asset Management LLC | 6,575 | $389,021.2 | $443,418 | $54,396.8 | 13.98% |
| MV Moises Valladares Insigneo Advisory Services LLC | 13,696 | $738,833.33 | $916,399.36 | $177,566.03 | 24.03% |
| FFL Financial Freedom LLC Financial Freedom LLC | 9,504 | $511,090.94 | $635,912.64 | $124,821.7 | 24.42% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,520 | $228,203.1 | $235,523.2 | $7,320.1 | 3.21% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 142,554 | $8.26M | $9.54M | $1.28M | 15.48% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 9,823 | $545,235.02 | $657,256.93 | $112,021.91 | 20.55% |
| PIL PFG Investments LLC PFG Investments LLC | 5,132 | $262,512.45 | $343,382.12 | $80,869.67 | 30.81% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 4,438 | $207,130.48 | $296,946.58 | $89,816.1 | 43.36% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,250 | $72,425 | $83,637.5 | $11,212.5 | 15.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,094 | $466,338.39 | $474,659.54 | $8,321.15 | 1.78% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 139,536 | $7.65M | $9.34M | $1.69M | 22.1% |
Norden Group LLC NORDEN GROUP LLC | 9,152 | $438,654.75 | $612,360.32 | $173,705.57 | 39.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 642 | $42,346.31 | $42,956.22 | $609.91 | 1.44% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 8,045 | $444,222.32 | $538,290.95 | $94,068.63 | 21.18% |