| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Shaun Peterson Peterson Wealth Services | 60 | $8,553 | $9,259.5 | $706.5 | 8.26% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,572 | $208,813.47 | $242,598.9 | $33,785.43 | 16.18% |
| NZ Nabeed Zaman Eagle Strategies LLC | 4,739 | $560,480.44 | $730,848.58 | $170,368.14 | 30.4% |
Amir Ali Monsefi Aire Advisors LLC | 3,012 | $310,137.56 | $464,510.64 | $154,373.08 | 49.78% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 15,100 | $1.6M | $2.33M | $732,572.26 | 45.9% |
Clint Dunn Beaird Harris Wealth Management LLC | 66,466 | $7.13M | $10.25M | $3.11M | 43.68% |
Lindsey Seagraves Carson Advisory Inc. | 4,151 | $592,334.17 | $640,167.22 | $47,833.05 | 8.08% |
Caroline Jankowski Operose Advisors LLC | 1,253 | $137,311.57 | $193,137.42 | $55,825.85 | 40.66% |
Kathryn Brown Morton Brown Family Wealth LLC | 7,976 | $871,298.24 | $1.23M | $358,122.4 | 41.1% |
John Gorlow Cardiff Park Advisors LLC | 28,496 | $3.72M | $4.39M | $667,683.9 | 17.93% |
| SP Samantha Pierangeli City State Bank | 1,381 | $143,832.61 | $207,854.3 | $64,021.69 | 44.51% |
Christopher Pelch Vance Wealth LLC | 10,192 | $1.06M | $1.57M | $508,837.26 | 47.91% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 18,308 | $2.17M | $2.76M | $586,832.49 | 27.06% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,282 | $1.05M | $1.11M | $55,593.71 | 5.27% |
Mark Perrault Intergy Private Wealth LLC | 14,179 | $1.68M | $2.14M | $457,187.09 | 27.21% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 125 | $16,277.75 | $19,281.25 | $3,003.5 | 18.45% |
| FCI Family CFO Inc Family CFO Inc | 82,905 | $9.89M | $12.79M | $2.9M | 29.37% |
| WJ William Jollie Quent Capital LLC | 16 | $2,281.58 | $2,440.64 | $159.06 | 6.97% |
Dalila Toledo Ascent Group LLC | 8,373 | $967,918.8 | $1.28M | $309,298.62 | 31.96% |
| EM Erin Mccann Simplicity Wealth LLC | 15,723 | $1.99M | $2.4M | $408,997.71 | 20.58% |