| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Oliver Capital Performance Advisors LLP | 4,271 | $724,138.11 | $790,519.37 | $66,381.26 | 9.17% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 406 | $66,626.7 | $70,822.64 | $4,195.94 | 6.3% |
Loyd Stegent Stegent Equity Advisors Inc. | 13,114 | $1.78M | $2.29M | $512,313.56 | 28.86% |
Caroline Jankowski Operose Advisors LLC | 1,290 | $109,588.8 | $237,953.4 | $128,364.6 | 117.13% |
Sean Reitenbach Prosperity Consulting Group LLC | 59,538 | $7.2M | $10.98M | $3.78M | 52.58% |
Samantha Pierangeli City State Bank | 40 | $6,920.8 | $6,977.6 | $56.8 | 0.82% |
Morgan Christen Spinnaker Investment Group LLC | 4,000 | $631,962 | $697,760 | $65,798 | 10.41% |
W. Travis McKinney HB Wealth Management LLC | 2,709 | $423,563.8 | $472,557.96 | $48,994.16 | 11.57% |
Taylor Fairman Eagle Rock Investment Company LLC | 1,441 | $204,175.29 | $251,368.04 | $47,192.75 | 23.11% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,703 | $266,704.13 | $297,071.32 | $30,367.19 | 11.39% |
Marc H. Stone Tyler-Stone Wealth Management | 1,955 | $197,159.43 | $341,030.2 | $143,870.77 | 72.97% |
Missy Straw Nilsine Partners LLC | 10,042 | $836,426.79 | $1.75M | $915,299.69 | 109.43% |
Dalila Toledo Ascent Group LLC | 1,681 | $238,954.68 | $293,233.64 | $54,278.96 | 22.72% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,966 | $416,451.78 | $866,269.04 | $449,817.26 | 108.01% |
Kristofer Gray Integrity Financial Corp. /WA | 56 | $9,279.2 | $9,768.64 | $489.44 | 5.27% |
Samuel Miller Kraft, Davis & Associates LLC | 2,097 | $240,899.33 | $365,800.68 | $124,901.35 | 51.85% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,975 | $359,645.29 | $867,839 | $508,193.71 | 141.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,187 | $2.06M | $4.22M | $2.16M | 104.67% |
Kevin Zemann WealthPlan Investment Management LLC | 8,604 | $1.44M | $1.5M | $56,964.83 | 3.95% |
Benjamin Cauley Carr Financial Group Corp. | 7,602 | $646,665.17 | $1.39M | $748,073.77 | 115.68% |