| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Haller Compass Financial Group Inc./SD | 11,961 | $584,485.78 | $582,381.09 | -$2,104.69 | -0.36% |
John Canning Mi LLCreek Capital Advisors LLC | 10,014 | $333,800.33 | $490,385.58 | $156,585.25 | 46.91% |
David Stevens Stevens Capital Partners | 34,467 | $1.61M | $1.7M | $86,608.68 | 5.37% |
Dana Anspach Sensible Money LLC | 5,035 | $214,604.74 | $244,927.57 | $30,322.83 | 14.13% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 37 | $1,729 | $1,803.01 | $74.01 | 4.28% |
Pavin White 25 LLC | 25,901 | $1.01M | $1.26M | $243,124.7 | 23.96% |
| PIL PFG Investments LLC PFG Investments LLC | 4,481 | $215,643 | $217,911.03 | $2,268.03 | 1.05% |
Jacqueline Washburn Vawter Financial Ltd. | 16,390 | $745,908.87 | $807,617.25 | $61,708.38 | 8.27% |
Brian Glas Noble Family Wealth, LLC | 56,360 | $1.92M | $2.74M | $818,372.56 | 42.63% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 11,946 | $426,625.45 | $581,531.28 | $154,905.83 | 36.31% |
Courtney Holt Compound Planning, Inc. | 95,665 | $3.47M | $4.65M | $1.18M | 34.07% |
Katherine Stoner Empower Advisory Group, LLC | 7,868 | $314,037.14 | $383,289.62 | $69,252.48 | 22.05% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 265 | $12,752 | $12,913.45 | $161.45 | 1.27% |
Alisha Arvold Christopher J. Hasenberg, Inc | 103 | $4,387 | $5,058.33 | $671.33 | 15.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,900 | $1.66M | $1.89M | $235,913.52 | 14.25% |
Ryan Payne Payne Capital Management, LLC | 6,468 | $232,231.8 | $314,118.42 | $81,886.62 | 35.26% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 8,879 | $310,362.7 | $436,047.69 | $125,684.99 | 40.5% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 29 | $1,284 | $1,411.72 | $127.72 | 9.95% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 306,226 | $13.96M | $14.97M | $1.01M | 7.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 116,104 | $5.44M | $5.66M | $215,705.4 | 3.96% |