| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 11,404 | $49,439.88 | $89,635.44 | $40,195.56 | 81.3% |
Taro Kuriyama Axq Capita LLP | 51,174 | $297,575.93 | $409,392 | $111,816.07 | 37.58% |
Rachel Faulk Cape Investment Advisory Inc. | 200 | $1,108 | $1,587 | $479 | 43.23% |
Drew Phillips Fortitude Family Office LLC | 3,764 | $27,324.23 | $29,904.98 | $2,580.75 | 9.44% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,335 | $68,335.71 | $98,618.32 | $30,282.61 | 44.31% |
Loni Adams Daymark Wealth Partners LLC | 10,992 | $60,896 | $86,342.16 | $25,446.16 | 41.79% |
Belena Vincetti Fortis Capital Advisors LLC | 11,781 | $37,206.26 | $90,713.7 | $53,507.44 | 143.81% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 19,788 | $115,957.34 | $157,611.42 | $41,654.08 | 35.92% |
Kelly Christopher Significant Wealth Partners LLC | 30,381 | $91,245.93 | $241,377.04 | $150,131.11 | 164.53% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,187 | $6,956 | $9,323.88 | $2,367.88 | 34.04% |
Kevin Kroskey True Wealth Design LLC | 854 | $2,246.41 | $6,819.19 | $4,572.78 | 203.56% |
Beth Zilka Baron Wealth Management LLC | 44,327 | $125,100.86 | $340,209.72 | $215,108.86 | 171.95% |
Alexandra Stickelman Root Financial Partners, LLC | 1,000 | $7,900 | $7,540 | -$360 | -4.56% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 11,356 | $37,526.99 | $89,428.5 | $51,901.51 | 138.3% |
| AA Andrew Alkon EntryPoint Capital, LLC | 103,079 | $436,943.82 | $809,170.15 | $372,226.33 | 85.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,746 | $114,947.07 | $180,489.51 | $65,542.44 | 57.02% |
NICOLE MARTIN Arlington Trust Co LLC | 104 | $576 | $830.44 | $254.44 | 44.17% |
Chris Kleine Park Capital Management, LLC / WI | 32,633 | $233,681.91 | $251,437.26 | $17,755.35 | 7.6% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1.29M | $4.52M | $10.25M | $5.73M | 126.76% |
Angela Kelley HTLF Bank | 50,000 | $210,000 | $388,750 | $178,750 | 85.12% |