| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 90 | $55,508 | $59,303.7 | $3,795.7 | 6.84% |
Sheila J. Lindsay Bensler LLC | 469 | $230,598.55 | $312,089.01 | $81,490.46 | 35.34% |
Jeffrey Steele Silverlake Wealth Management LLC | 350 | $208,636.3 | $231,528.5 | $22,892.2 | 10.97% |
David Kronour Kapstone Financial Advisors LLC | 352 | $209,803 | $234,708.32 | $24,905.32 | 11.87% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,918 | $910,258.2 | $1.27M | $357,223.33 | 39.24% |
Jennifer Henry Continuum Wealth Advisors LLC | 382 | $268,676 | $253,437.9 | -$15,238.1 | -5.67% |
Leigha Shepard Midwest Financial Group LLC | 7,573 | $3.72M | $5.04M | $1.32M | 35.48% |
Nicholas Brown Granite Harbor Advisors Inc. | 479 | $211,933.8 | $320,690.5 | $108,756.7 | 51.32% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 613 | $281,005.8 | $410,599.66 | $129,593.86 | 46.12% |
Matthew T. Miler MilWealth Group LLC | 133 | $75,703.01 | $88,238.85 | $12,535.84 | 16.56% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 1,953 | $925,464.7 | $1.3M | $369,813.72 | 39.96% |
| PIL PFG Investments LLC PFG Investments LLC | 736 | $413,845.83 | $488,825.44 | $74,979.61 | 18.12% |
| JC Jared Calvert Buck Wealth Strategies LLC | 108 | $76,196 | $71,635.86 | -$4,560.14 | -5.98% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 1,945 | $991,309 | $1.28M | $292,488.25 | 29.51% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,399 | $642,004.02 | $931,608.09 | $289,604.07 | 45.11% |
Alexandra Stickelman Root Financial Partners, LLC | 465 | $259,242.97 | $307,602.15 | $48,359.18 | 18.65% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 845 | $405,268.64 | $558,616.82 | $153,348.18 | 37.84% |
Staci Compagno Portside Wealth Group, LLC | 1,263 | $888,318 | $832,999.02 | -$55,318.98 | -6.23% |
Courtney Holt Compound Planning, Inc. | 1,648 | $912,163.48 | $1.09M | $180,724.2 | 19.81% |
Katherine Stoner Empower Advisory Group, LLC | 836 | $549,363.33 | $551,053.58 | $1,690.25 | 0.31% |