| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 21,789 | $2.88M | $3.83M | $948,219.66 | 32.95% |
Chad Tobin Slagle Financial, LLC | 3,577 | $345,105.95 | $628,085.43 | $282,979.48 | 82% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 2,306 | $203,471 | $404,910.54 | $201,439.54 | 99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 212 | $27,581.98 | $37,225.08 | $9,643.1 | 34.96% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,290 | $329,693.06 | $402,101.1 | $72,408.04 | 21.96% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,180 | $224,726 | $207,149 | -$17,577 | -7.82% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 31,119 | $3.56M | $5.46M | $1.91M | 53.57% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 4,956 | $713,515.3 | $870,224.04 | $156,708.74 | 21.96% |
Bradley H. Owens LJI Wealth Management, LLC | 2,314 | $261,313.61 | $406,315.26 | $145,001.65 | 55.49% |
Annmarie Young KPP Advisory Services LLC | 11,672 | $1.22M | $2.05M | $830,340.84 | 68.11% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,605 | $305,785 | $281,757.75 | -$24,027.25 | -7.86% |
Thomas Dobbins New Republic Capital, LLC | 3,395 | $488,741.15 | $596,128.05 | $107,386.9 | 21.97% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,484 | $635,921.57 | $1.14M | $502,603.99 | 79.04% |
John Hayes LongView Wealth Management | 2,812 | $376,485.17 | $493,759.08 | $117,273.91 | 31.15% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 14,318 | $1.34M | $2.51M | $1.18M | 87.97% |
Norden Group LLC NORDEN GROUP LLC | 2,480 | $281,514.73 | $435,463.2 | $153,948.47 | 54.69% |
Elliot Kallen Prosperity Wealth Management, Inc. | 7,031 | $691,714.18 | $1.23M | $542,859.11 | 78.48% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,800 | $178,452 | $316,062 | $137,610 | 77.11% |
John M Roach Waterway Wealth Management, LLC | 1,201 | $228,757 | $210,883.59 | -$17,873.41 | -7.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 204,500 | $30.17M | $35.93M | $5.76M | 19.1% |