| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DK Daniel Kauper Milestone Investment Advisors LLC | 19,908 | $871,349.85 | $1.02M | $152,916.75 | 17.55% |
Johnathan Kasting DDFG Inc. | 12,875 | $457,136.63 | $662,418.75 | $205,282.12 | 44.91% |
| PIL PFG Investments LLC PFG Investments LLC | 12,530 | $498,012.46 | $643,854.05 | $145,841.59 | 29.28% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 425 | $15,261.75 | $21,838.62 | $6,576.87 | 43.09% |
Brett Pohl Invera Wealth Advisors, LLC | 69,295 | $2.5M | $3.56M | $1.07M | 42.63% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 13,222 | $532,099.3 | $679,875.24 | $147,775.94 | 27.77% |
Courtney Holt Compound Planning, Inc. | 4,909 | $215,147.11 | $252,248.96 | $37,101.85 | 17.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 29,867 | $1.19M | $1.53M | $346,213.91 | 29.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,815 | $970,127.3 | $1.12M | $147,018.85 | 15.15% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 52,803 | $1.95M | $2.71M | $761,102.29 | 39.01% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 121,963 | $5.49M | $6.27M | $775,074.86 | 14.11% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,670 | $204,672.14 | $240,364.9 | $35,692.76 | 17.44% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,330 | $289,052.93 | $377,275.1 | $88,222.17 | 30.52% |
James Rankin Modern Wealth Management, LLC | 17,054 | $716,593.82 | $877,769.38 | $161,175.56 | 22.49% |
Angela Kelley HTLF Bank | 20,026 | $742,990.36 | $1.03M | $287,747.86 | 38.73% |
Amir Har-El Savvy Advisors, Inc. | 8,228 | $345,809.3 | $423,495.16 | $77,685.86 | 22.46% |
Cindi Hill Keener Financial Planning LLC | 4,943 | $190,372.25 | $254,416.21 | $64,043.96 | 33.64% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 26,118 | $1.02M | $1.34M | $328,314.22 | 32.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,580 | $70,596.64 | $81,227.96 | $10,631.32 | 15.06% |
Chandler te Velde Maia Wealth LLC | 10,654 | $389,364.27 | $548,361.38 | $158,997.11 | 40.84% |