| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 171,308 | $10.1M | $13.44M | $3.34M | 33.04% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 13,973 | $728,001.27 | $1.1M | $368,460.04 | 50.61% |
Darin Pilacinski True Vision MN LLC | 104,946 | $6.32M | $8.24M | $1.92M | 30.32% |
Philip Smith SWP FINANCIAL LLC | 41,734 | $2.88M | $3.27M | $396,841.84 | 13.79% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 220,550 | $15.75M | $17.31M | $1.56M | 9.89% |
Michael Bailey MGB Wealth Management, LLC | 33,206 | $2.3M | $2.61M | $307,433.36 | 13.38% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 66,007 | $3.45M | $5.18M | $1.73M | 50.06% |
Douglas E. Morisoli Fairman Group, LLC | 291 | $17,032.53 | $22,834.77 | $5,802.24 | 34.07% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,137 | $297,464.63 | $324,630.39 | $27,165.76 | 9.13% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 877,262 | $41.12M | $68.84M | $27.72M | 67.42% |
Chris M. Frantz Catalina Capital Group, LLC | 10,104 | $623,429.68 | $792,860.88 | $169,431.2 | 27.18% |
David Hobbs Hobbs Wealth Management, LLC | 63,884 | $3.89M | $5.01M | $1.13M | 29.03% |
David Maxey Heritage Family Offices, LLP | 12,428 | $661,626.24 | $975,225.16 | $313,598.92 | 47.4% |
Joel W. Lake Capstone Wealth Management, LLC | 5,769 | $302,697 | $452,693.43 | $149,996.43 | 49.55% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 271,794 | $17.48M | $21.33M | $3.85M | 22.01% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 143,948 | $10.84M | $11.3M | $457,074.76 | 4.22% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 10,241 | $761,418.35 | $803,611.27 | $42,192.92 | 5.54% |
Kevyn Hill Hilltop National Bank | 5,876 | $320,003.58 | $461,089.72 | $141,086.14 | 44.09% |
Taylor Faw Strathmore Capital Advisors, Inc. | 3,859 | $295,947 | $302,815.73 | $6,868.73 | 2.32% |
Brady Green GGM Financials LLC | 21,903 | $1.49M | $1.72M | $229,555.23 | 15.41% |