| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,943 | $77,244 | $100,668.46 | $23,424.46 | 30.33% |
Loni Adams Daymark Wealth Partners LLC | 10,992 | $60,896 | $79,307.28 | $18,411.28 | 30.23% |
Belena Vincetti Fortis Capital Advisors LLC | 11,781 | $37,206.26 | $85,058.82 | $47,852.56 | 128.61% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 19,788 | $115,957.34 | $142,869.36 | $26,912.02 | 23.21% |
Kelly Christopher Significant Wealth Partners LLC | 30,381 | $91,245.93 | $219,350.82 | $128,104.89 | 140.4% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,187 | $6,956 | $8,570.14 | $1,614.14 | 23.21% |
Kevin Kroskey True Wealth Design LLC | 975 | $2,546.09 | $7,039.5 | $4,493.41 | 176.48% |
Beth Zilka Baron Wealth Management LLC | 44,327 | $125,100.86 | $320,040.94 | $194,940.08 | 155.83% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 11,356 | $37,526.99 | $80,286.92 | $42,759.93 | 113.94% |
| AA Andrew Alkon EntryPoint Capital, LLC | 103,079 | $436,943.82 | $743,199.59 | $306,255.77 | 70.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,261 | $71,615.91 | $112,714.33 | $41,098.42 | 57.39% |
Chris Kleine Park Capital Management, LLC / WI | 10,220 | $56,619 | $66,736.6 | $10,117.6 | 17.87% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1.29M | $4.52M | $8.45M | $3.93M | 87.08% |
Angela Kelley HTLF Bank | 50,000 | $210,000 | $353,500 | $143,500 | 68.33% |
Amir Har-El Savvy Advisors, Inc. | 23,547 | $61,928.63 | $169,773.87 | $107,845.24 | 174.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 770 | $2,283.36 | $4,958.8 | $2,675.44 | 117.17% |
Lance Johnson ROI Financial Advisors, LLC | 11,237 | $40,182.24 | $75,400.27 | $35,218.03 | 87.65% |
Seth Hodes Able Wealth Management LLC | 10,506 | $58,203 | $68,604.18 | $10,401.18 | 17.87% |
Janice M. Powell Diversify Advisory Services, LLC | 10,185 | $41,072.9 | $65,744.17 | $24,671.27 | 60.07% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 13,200 | $50,578.58 | $88,572 | $37,993.42 | 75.12% |