| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 47,967 | $828,226.44 | $967,254.55 | $139,028.11 | 16.79% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 15,805 | $249,581.7 | $316,732.2 | $67,150.5 | 26.91% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 39,402 | $759,552.73 | $786,069.9 | $26,517.17 | 3.49% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 15,500 | $270,708 | $308,372.5 | $37,664.5 | 13.91% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 24,423 | $478,253.57 | $490,780.18 | $12,526.61 | 2.62% |
Addis & Hill Inc. Addis & Hill, Inc | 75,658 | $1.07M | $1.52M | $457,016.67 | 42.84% |
Douglas E. Morisoli Fairman Group, LLC | 9,150 | $138,970.93 | $184,281 | $45,310.07 | 32.6% |
Kayla Tweedy JBR Co Financial Management Inc | 20,391 | $369,689 | $407,616.09 | $37,927.09 | 10.26% |
Ian Jameson American Capital Advisory, LLC | 8,702 | $141,221.29 | $174,214.04 | $32,992.75 | 23.36% |
Richard Zipkis Granite Group Advisors, LLC | 21,411 | $324,745.24 | $431,217.54 | $106,472.3 | 32.79% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 22,522 | $411,581.64 | $451,566.1 | $39,984.46 | 9.71% |
| ACL Attessa Capital LLC Attessa Capital LLC | 14,100 | $269,592 | $281,295 | $11,703 | 4.34% |
Brian Krause Cascade Financial Partners, LLC | 72,645 | $1.19M | $1.46M | $268,696.38 | 22.55% |
Janice M. Powell Diversify Advisory Services, LLC | 99,789 | $1.86M | $2M | $145,189.6 | 7.83% |
Kevyn Hill Hilltop National Bank | 5,584 | $88,620.47 | $112,517.6 | $23,897.13 | 26.97% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 17,844 | $310,866.55 | $354,738.72 | $43,872.17 | 14.11% |
DAVID REICHERT Atlatl Advisers LLC | 700 | $13,384 | $14,124.18 | $740.18 | 5.53% |
| HAS Hayley A. Snell LRI Investments, LLC | 24,290 | $423,868.08 | $482,885.2 | $59,017.12 | 13.92% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 17,492 | $241,390.34 | $351,589.2 | $110,198.86 | 45.65% |
Bruce Wheadon Transce3nd, LLC | 486 | $8,808.51 | $9,763.74 | $955.23 | 10.84% |