| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roger Krabbe Bank & Trust Co | 31,665 | $369,898.75 | $450,592.95 | $80,694.2 | 21.82% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 30,632 | $385,178.24 | $435,893.36 | $50,715.12 | 13.17% |
| OFS OMC Financial Services Ltd. OMC Financial Services Ltd. | 72,311 | $959,640.08 | $1.03M | $69,345.45 | 7.23% |
Bruce Barton Parkworth Wealth Management, Inc. | 139 | $1,423.1 | $1,977.97 | $554.87 | 38.99% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 1,290 | $13,369.89 | $18,337.35 | $4,967.46 | 37.15% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 2,042 | $25,338.26 | $29,057.66 | $3,719.4 | 14.68% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 69,999 | $807,788.46 | $996,085.77 | $188,297.31 | 23.31% |
Neisy Arnez Drucker Wealth 3.0, LLC | 10,114 | $140,582 | $143,922.22 | $3,340.22 | 2.38% |
Carmen McClennon WR Wealth Planners, LLC | 706 | $9,376.1 | $10,046.38 | $670.28 | 7.15% |
Nathan Edwards IMG Wealth Management, Inc. | 49 | $642.86 | $697.27 | $54.41 | 8.46% |
Chris Bulman Inc. Chris Bulman Inc | 11,368 | $120,417.72 | $161,766.64 | $41,348.92 | 34.34% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 36,199 | $450,210.55 | $515,111.77 | $64,901.22 | 14.42% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 3,416 | $44,818 | $48,609.68 | $3,791.68 | 8.46% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 115,572 | $1.17M | $1.64M | $472,987.63 | 40.37% |
Jesper Bonnivier Avanza Fonder AB | 8,849 | $102,118 | $125,921.27 | $23,803.27 | 23.31% |
| EM Eric Myers Carrera Capital Advisors | 12,318 | $132,717.2 | $175,285.14 | $42,567.94 | 32.07% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,555 | $25,296.02 | $36,357.65 | $11,061.63 | 43.73% |
David Levy Diversified Enterprises LLC | 21,169 | $271,224.88 | $301,234.87 | $30,009.99 | 11.06% |
Pines Wealth Management LLC Pines Wealth Management LLC | 40,118 | $397,436.68 | $570,879.14 | $173,442.46 | 43.64% |
Matthew Riley Hickory Point Bank & Trust | 200 | $2,308 | $2,846 | $538 | 23.31% |