| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 19,293 | $828,519.1 | $1.04M | $210,408.95 | 25.4% |
Angela Kelley HTLF Bank | 20,026 | $742,990.36 | $1.04M | $292,153.58 | 39.32% |
Amir Har-El Savvy Advisors, Inc. | 8,228 | $345,809.3 | $425,305.32 | $79,496.02 | 22.99% |
Cindi Hill Keener Financial Planning LLC | 5,796 | $233,013.72 | $299,595.24 | $66,581.52 | 28.57% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 26,476 | $1.03M | $1.37M | $334,668.78 | 32.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,580 | $70,596.64 | $84,798.6 | $14,201.96 | 20.12% |
Chandler te Velde Maia Wealth LLC | 10,379 | $379,488.99 | $536,490.51 | $157,001.52 | 41.37% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 14,800 | $516,690.4 | $765,012 | $248,321.6 | 48.06% |
Alan Gilmore Private Wealth Management Group, LLC | 15,193 | $581,799.34 | $785,326.17 | $203,526.83 | 34.98% |
Jennifer Lutz Trademark Financial Management, LLC | 9,116 | $361,801.19 | $471,206.04 | $109,404.85 | 30.24% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 54,965 | $2.06M | $2.96M | $895,502.62 | 43.38% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,662 | $410,882.56 | $462,847.91 | $51,965.35 | 12.65% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,018 | $177,951.82 | $207,690.42 | $29,738.6 | 16.71% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 181 | $6,079.79 | $9,746.85 | $3,667.06 | 60.32% |
Michael Dziura Westfuller Advisors, LLC | 1,965 | $86,155.25 | $101,570.85 | $15,415.6 | 17.89% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 13,256 | $609,536.61 | $713,835.6 | $104,298.99 | 17.11% |
Millstone Evans Group LLC Millstone Evans Group LLC | 1,454 | $60,703.07 | $78,050.72 | $17,347.65 | 28.58% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 5,147 | $231,872.78 | $266,048.43 | $34,175.65 | 14.74% |
Kay Dee Cole Clarity Wealth Development LLC | 7,554 | $310,035.08 | $390,466.26 | $80,431.18 | 25.94% |
Vantage Point Financial LLC Vantage Point Financial LLC | 5,025 | $220,231.03 | $270,596.25 | $50,365.22 | 22.87% |