| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Joel Blattner Avaii Wealth Management LLC | 3,289 | $317,857.29 | $349,472.69 | $31,615.4 | 9.95% |
Craig Kurth PCG Wealth Advisors LLC | 11,882 | $1.01M | $1.26M | $255,534.7 | 25.37% |
Kristie R. Furseth Bowman & Co S.C. | 36,054 | $3.12M | $3.82M | $703,310.37 | 22.56% |
Ana-Maria Ignat Covestor Ltd | 155 | $14,385.11 | $16,425.35 | $2,040.24 | 14.18% |
Kathryn Brown Morton Brown Family Wealth LLC | 164 | $12,398.4 | $17,324.96 | $4,926.56 | 39.74% |
| TA Thomas Anderton 626 Financial LLC | 148,026 | $13.63M | $15.69M | $2.06M | 15.12% |
Missy Straw Nilsine Partners LLC | 43,817 | $3.8M | $4.64M | $843,575.08 | 22.23% |
Mark Fiskio Empirical Asset Management LLC | 2,828 | $261,058.6 | $299,400.36 | $38,341.76 | 14.69% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 37,957 | $3.67M | $4.02M | $358,724.53 | 9.79% |
Matthew Heller Willner & Heller LLC | 4,706 | $412,769.48 | $499,965.44 | $87,195.96 | 21.12% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,667 | $437,765.15 | $493,348.57 | $55,583.42 | 12.7% |
Lukas Lindgren Abound Wealth Management | 84 | $7,958 | $8,893.5 | $935.5 | 11.76% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,118 | $1.23M | $1.28M | $44,256.25 | 3.59% |
Victoria Latham Fiduciary Alliance LLC | 2,735 | $278,265.83 | $288,036.52 | $9,770.69 | 3.51% |
Gary Dempsey Leslie Global Wealth LLC | 39,649 | $3.01M | $4.19M | $1.18M | 39.11% |
| TAL TFB Advisors LLC TFB Advisors LLC | 3,370 | $287,687.16 | $358,129.9 | $70,442.74 | 24.49% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 22 | $2,084 | $2,318.36 | $234.36 | 11.25% |
Jill Batley Gateway Wealth Partners LLC | 5,654 | $534,610.52 | $595,026.96 | $60,416.44 | 11.3% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 13 | $1,323 | $1,386.51 | $63.51 | 4.8% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 82,878 | $6.9M | $8.84M | $1.94M | 28.13% |