| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,269 | $4.73M | $4.88M | $150,818.17 | 3.19% |
| MA mason adams PVG ASSET MANAGEMENT Corp. | 3,673 | $1.07M | $1.21M | $138,946.81 | 12.96% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,400 | $1.2M | $1.5M | $299,200 | 24.93% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,834 | $334,918.01 | $604,523.08 | $269,605.07 | 80.5% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 606 | $200,711 | $207,136.07 | $6,425.07 | 3.2% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,000 | $300,330 | $341,808.7 | $41,478.7 | 13.81% |
Dominic Corabi Wedmont Private Capital | 5,848 | $1M | $1.93M | $924,013.34 | 92.07% |
Kristie R. Furseth Bowman & Co S.C. | 1,340 | $349,463.57 | $441,690.8 | $92,227.23 | 26.39% |
April Lamb Sovereign Investment Advisors LLC | 67,720 | $22.37M | $23.26M | $884,256.29 | 3.95% |
Jennifer Carlson Gould Capital LLC | 13 | $3,233.87 | $4,445.93 | $1,212.06 | 37.48% |
Caroline Jankowski Operose Advisors LLC | 6,357 | $1.56M | $2.17M | $615,639.15 | 39.53% |
Jay Richards Investment Advisory Group LLC | 7,084 | $1.77M | $2.34M | $563,099.11 | 31.78% |
Sean Reitenbach Prosperity Consulting Group LLC | 22,052 | $6.52M | $7.54M | $1.02M | 15.61% |
Samantha Pierangeli City State Bank | 50 | $8,587.5 | $16,481 | $7,893.5 | 91.92% |
W. Travis McKinney HB Wealth Management LLC | 711 | $209,261.52 | $234,359.82 | $25,098.3 | 11.99% |
Allison Tronnes Forum Financial Management LP | 2,476 | $433,461.05 | $816,139.12 | $382,678.07 | 88.28% |
William Jollie Quent Capital LLC | 444 | $147,154.92 | $151,845.6 | $4,690.68 | 3.19% |
Missy Straw Nilsine Partners LLC | 2,205 | $564,330.78 | $726,812.1 | $162,481.32 | 28.79% |
Michael Byun SageView Advisory Group LLC | 10,784 | $3.1M | $3.69M | $585,353.51 | 18.87% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,636 | $385,864.9 | $539,258.32 | $153,393.42 | 39.75% |