| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 8,982 | $2.01M | $2.01M | - | - |
Maggie Hartness Legacy Wealth Management LLC / MS | 4,234 | $947,962 | $947,962 | - | - |
| HF Herve Fayolle Banque de Luxembourg S.A. | 251 | $56,199 | $56,199 | - | - |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 73 | $16,345 | $16,345 | - | - |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 942 | $210,914 | $210,914 | - | - |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 137 | $30,535 | $30,535 | - | - |
Eric C. Jansen Finivi Inc. | 2,325 | $520,647 | $520,647 | - | - |