| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 378 | $36,971 | $42,463.76 | $5,492.76 | 14.86% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 983 | $89,395 | $110,428.25 | $21,033.25 | 23.53% |
Lee McGowan Monument Group Wealth Advisors LLC | 3,673 | $255,163 | $412,617.47 | $157,454.47 | 61.71% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,495 | $128,348.64 | $167,945.31 | $39,596.67 | 30.85% |
Johnathan Kasting DDFG Inc. | 5,798 | $317,084.69 | $651,335.72 | $334,251.03 | 105.41% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 12,005 | $1.04M | $1.35M | $309,603.09 | 29.8% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 951 | $59,161.83 | $106,833.44 | $47,671.61 | 80.58% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,949 | $1.04M | $1.45M | $410,768.76 | 39.35% |
Lars Phillips RAM Investment Partners, LLC | 6,062 | $492,032 | $680,992.96 | $188,960.96 | 38.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,312 | $1.82M | $1.94M | $120,851.71 | 6.63% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 23,013 | $1.76M | $2.59M | $820,236.67 | 46.47% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 77,432 | $7.63M | $8.7M | $1.07M | 14.01% |
Angela Kelley HTLF Bank | 8,261 | $600,186.53 | $928,024.22 | $327,837.69 | 54.62% |
Amir Har-El Savvy Advisors, Inc. | 5,659 | $531,794.97 | $635,720.74 | $103,925.77 | 19.54% |
Cody Gehman Stonebridge Financial Group, LLC | 2,290 | $195,099.45 | $257,254.02 | $62,154.57 | 31.86% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 564 | $52,671.98 | $63,358.63 | $10,686.65 | 20.29% |
Chandler te Velde Maia Wealth LLC | 8,355 | $649,844.64 | $938,583.99 | $288,739.35 | 44.43% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,965 | $461,726.04 | $670,096.17 | $208,370.13 | 45.13% |
Alan Gilmore Private Wealth Management Group, LLC | 6,222 | $439,303.99 | $698,967.04 | $259,663.05 | 59.11% |
Jennifer Lutz Trademark Financial Management, LLC | 4,861 | $377,835.65 | $546,075.02 | $168,239.37 | 44.53% |