| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 12,540 | $666,000 | $848,080.2 | $182,080.2 | 27.34% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 35,940 | $1.54M | $2.4M | $862,460.34 | 56.01% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,488 | $214,512 | $236,364.32 | $21,852.32 | 10.19% |
Mark Hansen Hansen & Associates Financial Group Inc. | 73,290 | $3.96M | $4.89M | $925,051.35 | 23.35% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,076 | $433,475.76 | $481,486.42 | $48,010.66 | 11.08% |
Katie Smith Delos Wealth Advisors LLC | 1,322 | $56,066.02 | $89,572.11 | $33,506.09 | 59.76% |
Justin Ericksen Blue Barn Wealth LLC | 5,570 | $242,781.84 | $371,351.9 | $128,570.06 | 52.96% |
Richard Slavik Newbridge Financial Services Group Inc. | 4,995 | $252,768.43 | $337,811.85 | $85,043.42 | 33.64% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 11,538 | $502,851.36 | $783,199.44 | $280,348.08 | 55.75% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,305 | $429,422.41 | $630,506.8 | $201,084.39 | 46.83% |
Kimberly Cappellano Private Wealth Asset Management LLC | 20,006 | $934,150.98 | $1.33M | $400,249.22 | 42.85% |
Sima Elimelech Activest Wealth Management | 22,577 | $1.15M | $1.53M | $371,928.13 | 32.2% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 11,530 | $518,705.38 | $775,738.4 | $257,033.02 | 49.55% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 5,464 | $238,856.46 | $367,508.64 | $128,652.18 | 53.86% |
| WB William Bromley Innova Wealth Partners | 74,336 | $3.32M | $5M | $1.68M | 50.59% |
Robert Tutela Essex LLC | 50,375 | $1.76M | $3.39M | $1.63M | 92.88% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 33,305 | $1.78M | $2.27M | $490,875.21 | 27.62% |
| GD Go Deguchi Iyo Bank Ltd. | 33,949 | $2.08M | $2.31M | $231,022.94 | 11.11% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 123,795 | $6.57M | $8.24M | $1.67M | 25.36% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,088 | $32,178.48 | $73,581.44 | $41,402.96 | 128.67% |