| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WPR William P. Ratcliff Rebel Financial LLC | 98,737 | $7.51M | $8.87M | $1.36M | 18.14% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 11,037 | $910,331.76 | $991,453.71 | $81,177.13 | 8.92% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,547 | $93,547.07 | $138,967.01 | $45,427.68 | 48.56% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 22,129 | $1.83M | $1.99M | $159,287.77 | 8.71% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 14,021 | $1.07M | $1.26M | $192,373.02 | 18.03% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 23,905 | $1.92M | $2.15M | $230,939.23 | 12.05% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,637 | $291,578.11 | $326,711.71 | $35,151.78 | 12.06% |
| BM Brian Mann Mann Financial Group Inc. | 14,843 | $1.24M | $1.33M | $93,021.51 | 7.5% |
| BML Berman McAleer LLC Berman McAleer LLC | 11,672 | $943,754.64 | $1.05M | $104,799.48 | 11.1% |
| DKG David K. Gilmore Equity Wealth Partners LLC | 20,907 | $1.68M | $1.88M | $201,231.77 | 12% |