| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandria Fry Dentgroup LLC | 46,523 | $1.01M | $1.31M | $303,010.17 | 30.01% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 32,628 | $862,318.58 | $924,514.38 | $62,195.8 | 7.21% |
David Kennon David Kennon Inc | 347,716 | $5.53M | $9.83M | $4.3M | 77.71% |
| DJE Douglas J. Eaton Eaton Financial Holdings Company LLC | 10,289 | $284,017 | $291,898.93 | $7,881.93 | 2.78% |
| PIL PFG Investments LLC PFG Investments LLC | 7,353 | $202,972 | $208,457.55 | $5,485.55 | 2.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,944 | $192,032.71 | $226,165.68 | $34,132.97 | 17.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 32,108 | $729,217.66 | $909,619.64 | $180,401.98 | 24.74% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 333 | $9,186 | $9,432.22 | $246.22 | 2.68% |
Margaret Nickens Elm3 Financial Group, LLC | 14,781 | $345,989.32 | $419,041.35 | $73,052.03 | 21.11% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 288 | $5,933 | $8,164.77 | $2,231.77 | 37.62% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 14,418 | $354,421.08 | $410,696.73 | $56,275.65 | 15.88% |