| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 4,138 | $761,237.33 | $934,898.3 | $173,660.97 | 22.81% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,654 | $855,835.62 | $1.06M | $201,041.22 | 23.49% |
Nemes Rush Group LLC Nemes Rush Group LLC | 227 | $38,800.65 | $51,499.49 | $12,698.84 | 32.73% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,124 | $613,148.74 | $934,993.28 | $321,844.54 | 52.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,093 | $1.61M | $2.06M | $452,429.67 | 28.1% |
Annmarie Young KPP Advisory Services LLC | 8,870 | $1.53M | $2M | $471,757.56 | 30.79% |
| MWS MFA Wealth Services MFA Wealth Services | 4,895 | $879,466.29 | $1.11M | $232,139.24 | 26.4% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 39,619 | $6.09M | $8.99M | $2.9M | 47.6% |
Lars Phillips RAM Investment Partners, LLC | 1,602 | $351,527 | $361,939.86 | $10,412.86 | 2.96% |
Alisha Arvold Christopher J. Hasenberg, Inc | 331 | $56,697 | $75,166.79 | $18,469.79 | 32.58% |
Thomas Dobbins New Republic Capital, LLC | 5,674 | $740,191.79 | $1.28M | $541,734.97 | 73.19% |
John Hayes LongView Wealth Management | 920 | $184,897.09 | $208,922.8 | $24,025.71 | 12.99% |
John M Roach Waterway Wealth Management, LLC | 1,260 | $207,213.31 | $285,780.6 | $78,567.29 | 37.92% |
Denise Reinert CGC Financial Services, LLC | 11,438 | $2.31M | $2.58M | $272,761.11 | 11.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 136,832 | $24.21M | $30.91M | $6.7M | 27.67% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 35,239 | $5.36M | $8M | $2.64M | 49.27% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 339,832 | $36.04M | $77.17M | $41.13M | 114.13% |
Kevin Orr Centennial Bank/AR/ | 218 | $41,335.15 | $49,252.74 | $7,917.59 | 19.15% |
Jon Greer GSG Advisors LLC | 59,985 | $8.87M | $13.55M | $4.69M | 52.86% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 18,778 | $3.47M | $4.25M | $782,389.31 | 22.53% |