| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Geppert Stonekeep Investments, LLC | 1,041 | $226,000 | $209,756.29 | -$16,243.71 | -7.19% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 190 | $28,224.53 | $37,411.95 | $9,187.42 | 32.55% |
Aldis Birkans Bank of Jackson Hole Trust | 93 | $13,815.38 | $18,360.52 | $4,545.14 | 32.9% |
| DQR Dale Q. Rice Dale Q Rice Investment Management Ltd. | 2,720 | $404,056.33 | $536,996 | $132,939.67 | 32.9% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 31,169 | $4.62M | $6.15M | $1.53M | 33.07% |
Tory Parke Three Seasons Wealth LLC | 8,693 | $966,184.25 | $1.67M | $699,220.69 | 72.37% |
Heather Scully NWF Advisory Services Inc. | 1,650 | $219,167.09 | $320,586.75 | $101,419.66 | 46.28% |
REAP Financial Group LLC REAP Financial Group LLC | 1,518 | $195,584.39 | $297,406.56 | $101,822.17 | 52.06% |
Elizabeth Arce Sovran Advisors LLC | 1,249 | $199,565.37 | $243,836.02 | $44,270.65 | 22.18% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 224 | $33,273.75 | $44,339.68 | $11,065.93 | 33.26% |
Bradley Wilson Crews Bank & Trust | 692 | $108,891 | $140,088.48 | $31,197.48 | 28.65% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 2,181 | $323,988 | $424,564.36 | $100,576.36 | 31.04% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 4,887 | $725,964.25 | $951,327.85 | $225,363.6 | 31.04% |
| RFL Rossby Financial LLC Rossby Financial LLC | 116 | $18,786 | $22,555.04 | $3,769.04 | 20.06% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 314 | $49,410 | $61,041.6 | $11,631.6 | 23.54% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,249 | $208,003.93 | $243,292.71 | $35,288.78 | 16.97% |
| CWM Copia Wealth Management Copia Wealth Management | 125 | $18,569 | $24,348.75 | $5,779.75 | 31.13% |
TradeWell Securities LLC TradeWell Securities LLC | 1,722 | $255,742 | $338,054.43 | $82,312.43 | 32.19% |
David R. Hess Wealth Management Associates Inc. | 1,588 | $251,025.25 | $312,288.14 | $61,262.89 | 24.41% |
Warner Group LLC Warner Group LLC | 5,045 | $847,513 | $994,520.85 | $147,007.85 | 17.35% |