| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,533 | $401,924.57 | $460,211.76 | $58,287.19 | 14.5% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 21,716 | $743,722.02 | $793,828.38 | $50,106.36 | 6.74% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 186,718 | $5.99M | $6.88M | $890,748.97 | 14.87% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 11,843 | $362,260.69 | $432,920.86 | $70,660.17 | 19.51% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 17,720 | $610,702.08 | $649,615.2 | $38,913.12 | 6.37% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 12,533 | $401,937.54 | $459,585.11 | $57,647.57 | 14.34% |