| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,533 | $401,924.57 | $450,410.95 | $48,486.38 | 12.06% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 21,716 | $743,722.02 | $780,429.61 | $36,707.59 | 4.94% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 186,718 | $5.99M | $6.92M | $926,094.69 | 15.46% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 11,843 | $362,260.69 | $425,613.73 | $63,353.04 | 17.49% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 17,720 | $610,702.08 | $656,024.56 | $45,322.48 | 7.42% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 12,533 | $401,937.54 | $450,410.95 | $48,473.41 | 12.06% |