| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 17 | $529.38 | $587.43 | $58.05 | 10.97% |
Jeff Ameen Spire Wealth Management | 118 | $3,772.46 | $4,016.9 | $244.44 | 6.48% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 8,276 | $251,306.24 | $285,604.76 | $34,298.52 | 13.65% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 31,685 | $1M | $1.1M | $94,651.61 | 9.45% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 8,000 | $277,360 | $276,640 | -$720 | -0.26% |
Michael Byun SageView Advisory Group LLC | 221 | $8,109 | $7,662.07 | -$446.93 | -5.51% |
Dane Grouell Turning Point Benefit Group, Inc. | 31,829 | $1.18M | $1.11M | -$72,357.25 | -6.13% |
Michael Bailey MGB Wealth Management, LLC | 155 | $4,854.23 | $5,392.45 | $538.22 | 11.09% |
Teresa Coleman Creekside Partners | 16,944 | $551,000.27 | $589,312.32 | $38,312.05 | 6.95% |
| RN Ron New Whipplewood Advisors LLC | 31,113 | $989,175 | $1.08M | $92,932.03 | 9.39% |
| SC Shawn Clark Accredited Wealth Management LLC | 83,872 | $2.9M | $2.92M | $20,171.48 | 0.7% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 43,413 | $1.34M | $1.51M | $174,350.68 | 13.05% |