| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Gehman Stonebridge Financial Group, LLC | 7,754 | $367,497.67 | $417,126.43 | $49,628.76 | 13.5% |
Matthew Richmond Richmond Investment Services, LLC | 246,294 | $12.43M | $13.26M | $827,523.09 | 6.66% |
| BST Blake Schutter Theil Wealth Advisors LLC Blake Schutter Theil Wealth Advisors LLC | 4,658 | $248,721 | $249,855.12 | $1,134.12 | 0.46% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 505 | $25,223.12 | $27,022.8 | $1,799.68 | 7.14% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 609 | $30,730 | $32,703.3 | $1,973.3 | 6.42% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 144,344 | $6.22M | $7.74M | $1.51M | 24.34% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,875 | $95,813 | $100,526.81 | $4,713.81 | 4.92% |
Michael Behner Nautilus Advisors LLC | 25,275 | $1.13M | $1.35M | $227,683.04 | 20.21% |