| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 678 | $206,354.09 | $250,202.34 | $43,848.25 | 21.25% |
Philip Rc Dudley Dudley Capital Management LLC | 1,685 | $616,491 | $621,815.55 | $5,324.55 | 0.86% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 4 | $1,272.29 | $1,476.12 | $203.83 | 16.02% |
Paul B. Ordonio Park Place Capital Corp. | 65 | $20,067.65 | $24,864.45 | $4,796.8 | 23.9% |
| SM Sarah Moore BOS Asset Management LLC | 1,107 | $231,458.42 | $408,516.21 | $177,057.79 | 76.5% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,170 | $338,000.5 | $431,765.1 | $93,764.6 | 27.74% |
Kevin Kroskey True Wealth Design LLC | 250 | $42,642.61 | $92,257.5 | $49,614.89 | 116.35% |
Jill Batley Gateway Wealth Partners LLC | 704 | $241,443.1 | $259,797.12 | $18,354.02 | 7.6% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,118 | $673,672.26 | $811,194 | $137,521.74 | 20.41% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 5,252 | $1.47M | $2M | $532,894.82 | 36.34% |
Beth Zilka Baron Wealth Management LLC | 1,920 | $327,479.73 | $708,537.6 | $381,057.87 | 116.36% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 999 | $365,421 | $368,660.97 | $3,239.97 | 0.89% |
| PIL PFG Investments LLC PFG Investments LLC | 1,412 | $448,785.53 | $521,070.36 | $72,284.83 | 16.11% |
Jacob Going Alpine Bank Wealth Management | 20 | $7,317 | $7,665.6 | $348.6 | 4.76% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 14,921 | $4.89M | $5.51M | $612,266.26 | 12.51% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,472 | $309,682.15 | $543,212.16 | $233,530.01 | 75.41% |
Courtney Holt Compound Planning, Inc. | 1,788 | $565,969.09 | $659,825.64 | $93,856.55 | 16.58% |
Nemes Rush Group LLC Nemes Rush Group LLC | 60 | $20,578 | $22,951.8 | $2,373.8 | 11.54% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,084 | $224,453.17 | $400,028.52 | $175,575.35 | 78.22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,509 | $812,832.33 | $925,896.27 | $113,063.94 | 13.91% |