| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,366 | $149,247.28 | $171,239.25 | $21,991.97 | 14.74% |
Bank of Italy Bank of Italy | 771,136 | $34.93M | $55.83M | $20.9M | 59.85% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 412,410 | $21.99M | $29.83M | $7.83M | 35.61% |
| EN Erica Nortman Capitol Family Office Inc. | 94 | $5,503.7 | $6,798.55 | $1,294.85 | 23.53% |
| KRB Kyle R. Bubeck Systelligence LLC | 284,700 | $20.76M | $20.38M | -$384,345 | -1.85% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 867 | $54,690.36 | $63,026.56 | $8,336.2 | 15.24% |
| TC Timothy Carne SFG Wealth Management LLC | 4,751 | $304,270.97 | $345,682.76 | $41,411.79 | 13.61% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 27,726 | $1.75M | $2.02M | $269,912.61 | 15.43% |
Caroline Jankowski Operose Advisors LLC | 8,409 | $382,168.72 | $612,007.02 | $229,838.3 | 60.14% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 6,908 | $348,970.68 | $502,626.08 | $153,655.4 | 44.03% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 2,025 | $122,964.23 | $147,207.37 | $24,243.14 | 19.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,931 | $1.08M | $1.43M | $345,170.62 | 31.89% |
| KS Kristi Shields ROGCO, LP | 31,794 | $2.01M | $2.31M | $302,666.4 | 15.09% |
Amir Har-El Savvy Advisors, Inc. | 25,524 | $1.53M | $1.85M | $325,538.23 | 21.31% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 31,383 | $1.79M | $2.27M | $478,232.62 | 26.65% |
Kelly Dixon Cannon Financial Strategists, Inc. | 5,755 | $362,996 | $415,856.3 | $52,860.3 | 14.56% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 27,253 | $1.6M | $1.97M | $377,862.84 | 23.68% |
Mark Albers Verus Wealth Management LLC | 8,950 | $502,516 | $647,756.25 | $145,240.25 | 28.9% |
Sincerus Advisory LLC Sincerus Advisory LLC | 2,790 | $203,452 | $200,308.05 | -$3,143.95 | -1.55% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 5,617 | $303,961.67 | $404,367.83 | $100,406.16 | 33.03% |