| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 25,160 | $406,516.1 | $722,846.8 | $316,330.7 | 77.82% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 12,444 | $250,846.15 | $357,516.12 | $106,669.97 | 42.52% |
Sheryl Stephens Stephens Consulting LLC | 2,370 | $48,343.26 | $68,090.1 | $19,746.84 | 40.85% |
| BP Brett Pohl Kingdom Financial Group LLC | 12,241 | $298,934.65 | $352,295.98 | $53,361.33 | 17.85% |
Scott Register Register Financial Advisors LLC | 10,321 | $236,622.83 | $296,522.33 | $59,899.5 | 25.31% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 47,161 | $1M | $1.38M | $382,139.63 | 38.15% |
Kevin Gray Lodestar Private Asset Management LLC | 18,162 | $400,528.29 | $521,794.26 | $121,265.97 | 30.28% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 1.2M | $25.55M | $34.59M | $9.04M | 35.39% |
Salvatore Cocivera Cora Capital Advisors LLC | 53,971 | $1.21M | $1.55M | $344,164.05 | 28.53% |
Scott Highmark Mosaic Family Wealth Partners LLC | 22,189 | $465,115.21 | $637,489.97 | $172,374.76 | 37.06% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 17,445 | $359,164.88 | $505,730.55 | $146,565.67 | 40.81% |
| KLM Kate L. Miller STAR Financial Bank | 12,040 | $290,546.09 | $346,511.2 | $55,965.11 | 19.26% |
Andrew Lewis Genesis Private Wealth LLC | 39,685 | $913,819.82 | $1.14M | $226,330.23 | 24.77% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 64,136 | $1.74M | $1.84M | $100,272.32 | 5.75% |
Philip Rc Dudley Dudley Capital Management LLC | 34,544 | $841,559.66 | $992,449.12 | $150,889.46 | 17.93% |
Jeffrey Steele Silverlake Wealth Management LLC | 24,112 | $580,709.06 | $692,496.64 | $111,787.58 | 19.25% |
Kevin Kroskey True Wealth Design LLC | 2,410 | $50,243.68 | $69,239.3 | $18,995.62 | 37.81% |
Jill Batley Gateway Wealth Partners LLC | 39,045 | $964,667.11 | $1.12M | $157,095.74 | 16.28% |
David Kronour Kapstone Financial Advisors LLC | 498,717 | $10.51M | $14.35M | $3.85M | 36.59% |
Gregory Turcotte Alpha Financial Partners LLC | 13,755 | $335,023.61 | $398,757.45 | $63,733.84 | 19.02% |