| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 67,057 | $1.85M | $2.31M | $459,568.37 | 24.88% |
Katherine Stoner Empower Advisory Group, LLC | 9,492 | $258,483.2 | $323,677.2 | $65,194 | 25.22% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 297 | $10,286.99 | $10,261.35 | -$25.64 | -0.25% |
Nancy Smetek Arcataur Capital Management LLC | 131,888 | $3.12M | $4.55M | $1.43M | 45.75% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 142,630 | $4.02M | $4.9M | $877,556.74 | 21.81% |
Annmarie Young KPP Advisory Services LLC | 15,801 | $425,718.78 | $541,500.27 | $115,781.49 | 27.2% |
Alisha Arvold Christopher J. Hasenberg, Inc | 145 | $4,067 | $4,980.75 | $913.75 | 22.47% |
Andrew Halac Talon Private Wealth, LLC | 34 | $1,052.06 | $1,167.9 | $115.84 | 11.01% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 6,618 | $204,893 | $227,593.02 | $22,700.02 | 11.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 518,625 | $15.2M | $17.67M | $2.47M | 16.23% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 65,084 | $1.65M | $2.24M | $588,283.22 | 35.69% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 24,729 | $735,989.79 | $849,938.2 | $113,948.41 | 15.48% |
Christopher Barr Red Mountain Financial, LLC | 30,547 | $877,264.71 | $1.05M | $173,549.04 | 19.78% |
NICOLE MARTIN Arlington Trust Co LLC | 3,000 | $78,600 | $102,360 | $23,760 | 30.23% |
Chris Kleine Park Capital Management, LLC / WI | 13,266 | $374,817.05 | $455,289.12 | $80,472.07 | 21.47% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 58,113 | $1.61M | $2M | $387,868.27 | 24.08% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 30,450 | $818,962.3 | $1.04M | $223,950.2 | 27.35% |
Kevin Bresler TD Waterhouse Canada Inc. | 600 | $18,744 | $20,496 | $1,752 | 9.35% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,309 | $501,496.14 | $557,115.44 | $55,619.3 | 11.09% |
James Rankin Modern Wealth Management, LLC | 135,172 | $4.03M | $4.65M | $622,377.96 | 15.44% |