| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 10,083 | $403,201.77 | $672,174.12 | $268,972.35 | 66.71% |
Jeffrey Steele Silverlake Wealth Management LLC | 6,596 | $309,895.42 | $423,067.44 | $113,172.02 | 36.52% |
| MN Mark Neitzel M1 Capital Management LLC | 7,231 | $404,635.2 | $481,938.2 | $77,303 | 19.1% |
Courtney Holt Compound Planning, Inc. | 6,552 | $288,625.47 | $420,245.28 | $131,619.81 | 45.6% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 301,775 | $15.78M | $19.36M | $3.58M | 22.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,996 | $99,955.87 | $128,023.44 | $28,067.57 | 28.08% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.44M | $123.75M | $156.24M | $32.49M | 26.25% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 5,097 | $270,136.44 | $326,921.58 | $56,785.14 | 21.02% |
Benj Foor Frazier Financial Advisors, LLC | 561 | $25,712.35 | $37,398.56 | $11,686.21 | 45.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 9,544 | $570,298.89 | $612,152.16 | $41,853.27 | 7.34% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,026 | $430,307.86 | $534,924.07 | $104,616.21 | 24.31% |
Chandler te Velde Maia Wealth LLC | 5,157 | $237,349.02 | $330,769.98 | $93,420.96 | 39.36% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 224,307 | $12.15M | $14.39M | $2.24M | 18.42% |
| FTM F. Thomas Mosley Mosley Wealth Management | 14,088 | $850,110.98 | $903,604.32 | $53,493.34 | 6.29% |
Darin Pilacinski True Vision MN LLC | 8,419 | $435,745.17 | $539,994.66 | $104,249.49 | 23.92% |
Jessica Vickery BlueChip Wealth Advisors LLC | 3,158 | $204,828 | $202,554.12 | -$2,273.88 | -1.11% |
Todd Lunsford International Private Wealth Advisors LLC | 68,536 | $3.59M | $4.57M | $976,394.75 | 27.18% |
Kelly Financial Services LLC Kelly Financial Services LLC | 9,807 | $500,717.39 | $629,020.98 | $128,303.59 | 25.62% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 72,815 | $3.53M | $4.67M | $1.14M | 32.16% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,313 | $79,068.55 | $84,215.82 | $5,147.27 | 6.51% |