| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 5,177 | $605,975 | $580,497.01 | -$25,477.99 | -4.2% |
Jacob Going Alpine Bank Wealth Management | 672 | $78,664 | $73,859.52 | -$4,804.48 | -6.11% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 12,223 | $1.06M | $1.37M | $306,886.44 | 28.83% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 747 | $46,470.96 | $83,962.8 | $37,491.84 | 80.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,330 | $1.09M | $1.49M | $401,530.99 | 36.89% |
Annmarie Young KPP Advisory Services LLC | 2,099 | $245,708 | $232,306.82 | -$13,401.18 | -5.45% |
Lars Phillips RAM Investment Partners, LLC | 6,062 | $492,032 | $680,156.4 | $188,124.4 | 38.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,332 | $2.05M | $2.16M | $110,134.05 | 5.36% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 25,450 | $2.05M | $2.85M | $801,526.81 | 39.09% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 74,169 | $7.3M | $8.22M | $913,780.43 | 12.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,831 | $214,337 | $205,776.93 | -$8,560.07 | -3.99% |
Angela Kelley HTLF Bank | 8,261 | $600,186.53 | $918,003.62 | $317,817.09 | 52.95% |
Amir Har-El Savvy Advisors, Inc. | 4,623 | $434,462.75 | $516,805.17 | $82,342.42 | 18.95% |
Cody Gehman Stonebridge Financial Group, LLC | 2,290 | $195,099.45 | $253,972.45 | $58,873 | 30.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 564 | $52,671.98 | $63,125.7 | $10,453.72 | 19.85% |
Chandler te Velde Maia Wealth LLC | 8,124 | $633,796.66 | $899,123.7 | $265,327.04 | 41.86% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,403 | $738,893.53 | $921,935.14 | $183,041.61 | 24.77% |
Alan Gilmore Private Wealth Management Group, LLC | 3,372 | $241,314.15 | $379,147.68 | $137,833.53 | 57.12% |
Jennifer Lutz Trademark Financial Management, LLC | 4,888 | $380,996.35 | $549,582.28 | $168,585.93 | 44.25% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,676 | $376,013.64 | $404,617.32 | $28,603.68 | 7.61% |