| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 15,170 | $567,698.54 | $770,560.15 | $202,861.61 | 35.73% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,970 | $199,431.36 | $252,451.15 | $53,019.79 | 26.59% |
Ameriflex Group Inc. Ameriflex Group Inc. | 100 | $3,455.35 | $5,084.5 | $1,629.15 | 47.15% |
| KGL Kilter Group LLC Kilter Group LLC | 274 | $11,094.06 | $14,006.88 | $2,912.82 | 26.26% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 31,156 | $1.04M | $1.58M | $540,798.19 | 51.83% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 54,045 | $2.46M | $2.76M | $305,353.4 | 12.43% |
| MAF MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 722 | $26,892.25 | $36,923.08 | $10,030.83 | 37.3% |
John R. Hanahan Yukon Wealth Management Inc. | 14,839 | $518,637.13 | $758,569.68 | $239,932.55 | 46.26% |
Cole Dimond Caliber Wealth Management LLC / KS | 10,565 | $371,146.12 | $540,294.1 | $169,147.98 | 45.57% |
Nicole Reese WPG Advisers LLC | 1,907 | $63,675 | $97,390.49 | $33,715.49 | 52.95% |
David Dirks Plum Street Advisors LLC | 9,245 | $300,146.85 | $472,789.3 | $172,642.45 | 57.52% |
Birchbrook Inc. Birchbrook Inc. | 16,567 | $601,995.93 | $846,076.69 | $244,080.76 | 40.55% |
| ML Maseco LLP Maseco LLP | 165 | $7,163 | $8,426.55 | $1,263.55 | 17.64% |
Chris Ryan Ryan Investment Management Inc. | 7,139 | $291,057.53 | $365,088.46 | $74,030.93 | 25.44% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 166 | $6,525.49 | $8,477.62 | $1,952.13 | 29.92% |
Jon Lewis Midwest Trust Co | 10,055 | $393,854.34 | $513,508.85 | $119,654.51 | 30.38% |
William P. Ratcliff Rebel Financial LLC | 69,274 | $3.06M | $3.54M | $478,003.25 | 15.62% |
Bonnie Courtney Cambridge Financial Group LLC | 11,554 | $381,459.86 | $586,365.5 | $204,905.64 | 53.72% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 4,489 | $149,887.11 | $227,816.75 | $77,929.64 | 51.99% |
Jon Borer Capitolis Liquid Global Markets LLC | 470,600 | $21.4M | $24.06M | $2.67M | 12.46% |