| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 267 | $22,529.46 | $35,386.84 | $12,857.38 | 57.07% |
Landaas & Company Landaas & Co | 3,021 | $289,442.01 | $401,434.11 | $111,992.1 | 38.69% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 82,341 | $6.78M | $10.98M | $4.2M | 61.9% |
Bank of Italy Bank of Italy | 887,779 | $48.02M | $117.7M | $69.67M | 145.08% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 15,173 | $1.04M | $2.01M | $972,922.48 | 93.82% |
Loraine Ell Better Money Decisions LLC | 2,812 | $264,055.6 | $372,505.64 | $108,450.04 | 41.07% |
| EN Erica Nortman Capitol Family Office Inc. | 155 | $16,794.25 | $20,526.65 | $3,732.4 | 22.22% |
Jason E. Archambault SK Wealth Management LLC | 50,820 | $5.43M | $6.73M | $1.3M | 24.05% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 3,775 | $428,840 | $501,924 | $73,084 | 17.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 250 | $23,462.5 | $33,291.25 | $9,828.75 | 41.89% |
| TJ Taylor Jobe MKT Advisors LLC | 3,130 | $204,360.61 | $416,587.35 | $212,226.74 | 103.85% |
| WTM W. Travis McKinney HB Wealth Management LLC | 19,057 | $2.11M | $2.53M | $417,541.29 | 19.77% |
Angela Cox W Advisors LLC | 53,299 | $3.3M | $7.09M | $3.8M | 115.15% |
Kevin Zemann WealthPlan Investment Management LLC | 5,759 | $623,987.65 | $766,465.31 | $142,477.66 | 22.83% |
| TD Teresa Douberly Ridgeline Wealth LLC | 2,557 | $263,487.02 | $340,311.13 | $76,824.11 | 29.16% |
Lukas Lindgren Abound Wealth Management | 25 | $2,927 | $3,324 | $397 | 13.56% |
Kevin Gray Lodestar Private Asset Management LLC | 2,229 | $188,831.03 | $297,081.12 | $108,250.09 | 57.33% |
| FFL Financial Freedom LLC Financial Freedom LLC | 21 | $2,458 | $2,797.2 | $339.2 | 13.8% |
| SM Sarah Moore BOS Asset Management LLC | 2,872 | $216,578 | $380,985.16 | $164,407.16 | 75.91% |
Jill Batley Gateway Wealth Partners LLC | 1,930 | $219,282 | $257,027.75 | $37,745.75 | 17.21% |