| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,313 | $46,605.44 | $53,872.39 | $7,266.95 | 15.59% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 313,286 | $10.92M | $12.85M | $1.93M | 17.7% |
Jeff Ameen Spire Wealth Management | 30 | $1,088.4 | $1,217.7 | $129.3 | 11.88% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 10,600 | $320,440 | $433,657.66 | $113,217.66 | 35.33% |
| HS Holly Skipper Verum Partners LLC | 698,058 | $21.35M | $28.76M | $7.41M | 34.73% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 402,838 | $12.5M | $16.58M | $4.07M | 32.59% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 500 | $18,386 | $20,497.5 | $2,111.5 | 11.48% |
Michael Mills Mills Wealth Advisors LLC | 21,084 | $756,974.19 | $863,811.48 | $106,837.29 | 14.11% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 222,718 | $8.08M | $9.11M | $1.03M | 12.8% |
Avi Kantor Certior Financial Group LLC | 23,248 | $831,774.96 | $947,588.48 | $115,813.52 | 13.92% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 9,554 | $351,268.88 | $389,421.04 | $38,152.16 | 10.86% |