| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 72,383 | $5.4M | $6.03M | $627,522.48 | 11.61% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,850 | $264,022.2 | $481,455 | $217,432.8 | 82.35% |
Stacey Cheek Wheelhouse Advisory Group LLC | 375,834 | $19.38M | $30.94M | $11.56M | 59.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,938 | $143,547.66 | $159,526.47 | $15,978.81 | 11.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 165,288 | $11M | $13.62M | $2.62M | 23.84% |
James Rankin Modern Wealth Management, LLC | 19,770 | $1.26M | $1.63M | $364,516.98 | 28.83% |
David Vollmer PFS Partners, LLC | 144 | $9,799.06 | $11,863.44 | $2,064.38 | 21.07% |
Angela Kelley HTLF Bank | 34,884 | $1.58M | $2.87M | $1.29M | 81.9% |
Amir Har-El Savvy Advisors, Inc. | 5,916 | $401,632.16 | $486,975.54 | $85,343.38 | 21.25% |
United Advisor Group LLC United Advisor Group, LLC | 12,852 | $751,680.09 | $1.06M | $307,131.93 | 40.86% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,868 | $332,853.38 | $483,435.18 | $150,581.8 | 45.24% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 4,836 | $246,880.2 | $398,413.86 | $151,533.66 | 61.38% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 6 | $408 | $493.89 | $85.89 | 21.05% |
PETER KRUSSEL Southland Equity Partners LLC | 8,238 | $472,115.5 | $675,886.71 | $203,771.21 | 43.16% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 6,264 | $464,156.14 | $516,059.64 | $51,903.5 | 11.18% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,682 | $639,905.71 | $714,658.83 | $74,753.12 | 11.68% |
Kent Keister Bear Mountain Capital, Inc. | 504 | $27,499.57 | $41,486.76 | $13,987.19 | 50.86% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 23,232 | $1.06M | $1.91M | $850,678.87 | 79.95% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 540 | $36,691.92 | $44,504.1 | $7,812.18 | 21.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,250 | $540,739.8 | $678,191.25 | $137,451.45 | 25.42% |