| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Kronour Kapstone Financial Advisors LLC | 3,806 | $478,086.61 | $591,357.25 | $113,270.64 | 23.69% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 5,938 | $754,438.57 | $922,616.75 | $168,178.18 | 22.29% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 3,156 | $394,500 | $490,363.5 | $95,863.5 | 24.3% |
Leigha Shepard Midwest Financial Group LLC | 3,080 | $407,509.43 | $478,555 | $71,045.57 | 17.43% |
Christopher E. Jaccard Financial Alternatives Inc. | 1,549 | $210,234 | $240,675.87 | $30,441.87 | 14.48% |
| PIL PFG Investments LLC PFG Investments LLC | 24,762 | $3.26M | $3.84M | $580,550.37 | 17.79% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,420 | $619,020.94 | $685,652.5 | $66,631.56 | 10.76% |
| AW Ariel Weisbard Values Added Financial LLC | 3,252 | $429,589 | $504,466.5 | $74,877.5 | 17.43% |
Andy Warning Resolute Wealth Strategies LLC | 2,543 | $315,308.02 | $394,482.87 | $79,174.85 | 25.11% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 7,500 | $1.05M | $1.16M | $113,062.5 | 10.76% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 3,029 | $387,121.79 | $470,221.96 | $83,100.17 | 21.47% |
| MN Mark Neitzel M1 Capital Management LLC | 3,263 | $431,276.41 | $506,172.87 | $74,896.46 | 17.37% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 69 | $8,536.29 | $10,711.56 | $2,175.27 | 25.48% |
Alexandra Stickelman Root Financial Partners, LLC | 1,137 | $159,319.31 | $176,507.88 | $17,188.57 | 10.79% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 63 | $8,322.3 | $9,788.94 | $1,466.64 | 17.62% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,332 | $290,455.31 | $362,019.68 | $71,564.37 | 24.64% |
Courtney Holt Compound Planning, Inc. | 4,358 | $527,255.4 | $676,535.92 | $149,280.52 | 28.31% |
Katherine Stoner Empower Advisory Group, LLC | 2,125 | $269,593.79 | $329,885 | $60,291.21 | 22.36% |
Nemes Rush Group LLC Nemes Rush Group LLC | 337 | $44,612.05 | $52,315.88 | $7,703.83 | 17.27% |
John Shanley Aspect Partners, LLC | 11,033 | $1.38M | $1.68M | $301,695.23 | 21.85% |