| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Balance Wealth LLC Balance Wealth LLC | 2,697 | $440,662.17 | $728,459.73 | $287,797.56 | 65.31% |
| IFA Independence Financial Advisors LLC Independence Financial Advisors LLC | 141,263 | $32.33M | $38.16M | $5.83M | 18.03% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 16,554 | $3.11M | $4.75M | $1.64M | 52.83% |
Birchbrook Inc. Birchbrook Inc. | 14 | $3,999 | $3,781.4 | -$217.6 | -5.44% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 32 | $9,017 | $8,643.2 | -$373.8 | -4.15% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 81 | $20,486.77 | $21,878.1 | $1,391.33 | 6.79% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 240 | $51,425 | $64,824 | $13,399 | 26.06% |
| CTC Caldwell Trust Co Caldwell Trust Co | 346 | $39,426.53 | $93,454.6 | $54,028.07 | 137.03% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 12,547 | $2.82M | $3.39M | $570,010.38 | 20.22% |
Steve Erken Maxele Advisors LLC | 19,724 | $2.82M | $5.77M | $2.95M | 104.68% |