| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 818 | $193,157.97 | $226,692.34 | $33,534.37 | 17.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 749 | $161,401.5 | $208,169.57 | $46,768.07 | 28.98% |
| TJ Taylor Jobe MKT Advisors LLC | 839 | $203,281.31 | $233,036.44 | $29,755.13 | 14.64% |
Michael Byun SageView Advisory Group LLC | 65,441 | $9.97M | $18.19M | $8.23M | 82.54% |
Kevin Zemann WealthPlan Investment Management LLC | 4,539 | $1.1M | $1.26M | $169,055.05 | 15.43% |
Linda M. Dagilus Greenfield Savings Bank | 5,460 | $792,901.2 | $1.52M | $729,947.4 | 92.06% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 713 | $142,493.44 | $199,044.64 | $56,551.2 | 39.69% |
Andy Peters Goldstein Advisors LLC | 13,837 | $2.1M | $3.86M | $1.75M | 83.45% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 26 | $4,383 | $7,227.48 | $2,844.48 | 64.9% |
Angela Kelley HTLF Bank | 2,936 | $535,748.8 | $817,411.76 | $281,662.96 | 52.57% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 243 | $23,362.02 | $67,653.63 | $44,291.61 | 189.59% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 33,264 | $8.03M | $9.26M | $1.23M | 15.3% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 10,858 | $2.46M | $3.02M | $562,432.16 | 22.87% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,685 | $895,334.83 | $1.02M | $128,652.97 | 14.37% |
Ballentine Capital Advisors Inc. Ballentine Capital Advisors, Inc | 12,194 | $2.27M | $3.39M | $1.12M | 49.27% |
Kings Path Partners LLC Kings Path Partners LLC | 2,035 | $406,708.01 | $561,436.15 | $154,728.14 | 38.04% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 112 | $27,033 | $31,028.48 | $3,995.48 | 14.78% |
Lyn Dippel Curio Wealth LLC | 335 | $75,034.95 | $92,692.82 | $17,657.87 | 23.53% |
VestGen Advisors LLC VestGen Advisors LLC | 2,771 | $668,836.27 | $766,721.84 | $97,885.57 | 14.64% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 24,508 | $5.29M | $6.78M | $1.48M | 28.06% |