| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James V. Thompson Jr. Bulwark Capital Corp | 63 | $16,216 | $21,477.96 | $5,261.96 | 32.45% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 143 | $28,621.4 | $48,751.56 | $20,130.16 | 70.33% |
Jon Lewis Midwest Trust Co | 33,223 | $8.61M | $11.43M | $2.82M | 32.78% |
John H. Bai Credential Securities Inc. | 4,109.12 | $523,347.35 | $1.4M | $877,535.59 | 167.68% |
Frank Tehel October Effect Ltd. | 11,064 | $3.18M | $3.78M | $595,173.58 | 18.71% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 1,405 | $361,775.54 | $478,992.61 | $117,217.07 | 32.4% |
Jordan Grabowski Alpha Zero LLC | 990 | $298,085.36 | $337,887 | $39,801.64 | 13.35% |
Ryan Westerbeck Brian Low Financial Group LLC | 676 | $176,212.71 | $245,786.84 | $69,574.13 | 39.48% |
Molly Wheeler Burk Holdings LLC | 108 | $30,647 | $37,142.28 | $6,495.28 | 21.19% |
Boreal Capital Management LLC Boreal Capital Management LLC | 303 | $79,477.17 | $104,204.73 | $24,727.56 | 31.11% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 694 | $117,579.15 | $236,598.49 | $119,019.34 | 101.22% |
| CTC Caldwell Trust Co Caldwell Trust Co | 5,628 | $605,977.39 | $1.94M | $1.33M | 219.41% |
Bryce Maxwell Westerkirk Capital Inc. | 904 | $271,941.23 | $310,383.88 | $38,442.65 | 14.14% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 44,298 | $13.5M | $15.11M | $1.61M | 11.95% |
Patrick Phillips DKRT Investments Corp | 5,000 | $1.29M | $1.7M | $417,650.05 | 32.45% |
Landon Marsh Scott Marsh Financial LLC | 1,632 | $420,138 | $556,373.28 | $136,235.28 | 32.43% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 2,965 | $767,934.85 | $1.02M | $250,083.07 | 32.57% |
David W. Young III Clarion Wealth Managment Partners LLC | 3,086 | $794,316.44 | $1.05M | $257,762.71 | 32.45% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,158 | $328,605.42 | $421,037.22 | $92,431.8 | 28.13% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 870 | $231,183.63 | $307,771.21 | $76,587.58 | 33.13% |