| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 4,400 | $1.2M | $1.46M | $261,509.6 | 21.79% |
| SE Sima Elimelech Activest Wealth Management | 155 | $37,138 | $51,692.5 | $14,554.5 | 39.19% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,734 | $301,775.01 | $578,289 | $276,513.99 | 91.63% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,000 | $300,330 | $332,510 | $32,180 | 10.71% |
| DC Dominic Corabi Wedmont Private Capital | 5,848 | $1M | $1.94M | $936,235.66 | 93.29% |
Kristie R. Furseth Bowman & Co S.C. | 1,340 | $349,463.57 | $446,065.9 | $96,602.33 | 27.64% |
April Lamb Sovereign Investment Advisors LLC | 2,228 | $668,165.48 | $741,667.78 | $73,502.3 | 11% |
Jennifer Carlson Gould Capital LLC | 13 | $3,233.87 | $4,330.95 | $1,097.08 | 33.92% |
Caroline Jankowski Operose Advisors LLC | 4,749 | $1.02M | $1.58M | $559,492.16 | 54.62% |
Jay Richards Investment Advisory Group LLC | 6,483 | $1.57M | $2.16M | $589,340.95 | 37.47% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 24,326 | $7.19M | $8.11M | $923,661.71 | 12.85% |
| SP Samantha Pierangeli City State Bank | 50 | $8,587.5 | $16,418 | $7,830.5 | 91.18% |
| WTM W. Travis McKinney HB Wealth Management LLC | 711 | $209,261.52 | $236,034.22 | $26,772.7 | 12.79% |
Allison Tronnes Forum Financial Management LP | 2,470 | $431,472.47 | $819,978.25 | $388,505.78 | 90.04% |
| MS Missy Straw Nilsine Partners LLC | 2,142 | $543,455.23 | $711,090.45 | $167,635.22 | 30.85% |
Michael Byun SageView Advisory Group LLC | 128 | $38,459 | $42,519.04 | $4,060.04 | 10.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,636 | $385,864.9 | $544,403.54 | $158,538.64 | 41.09% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 142 | $40,836 | $47,102.82 | $6,266.82 | 15.35% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 19,331 | $5.76M | $6.43M | $671,923.87 | 11.66% |
| JG John Ginter Callan Family Office LLC | 222,633 | $66.86M | $74.2M | $7.34M | 10.98% |