| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Coleman Creekside Partners | 27,358 | $831,995.33 | $1.21M | $382,152.71 | 45.93% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 19,164 | $542,008.78 | $849,156.84 | $307,148.06 | 56.67% |
Elyxium Wealth LLC Elyxium Wealth LLC | 7,200 | $223,344 | $319,536 | $96,192 | 43.07% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 10,702 | $455,149.7 | $474,954.76 | $19,805.06 | 4.35% |
Bernarda Pesantez BFI Infinity Ltd. | 107,374 | $4.26M | $4.77M | $504,996.23 | 11.85% |
Heather Scully NWF Advisory Services Inc. | 136,811 | $5.05M | $6.07M | $1.02M | 20.14% |
Melinda Trachsel Fiduciary Advisors Inc. | 714 | $19,975.92 | $31,687.32 | $11,711.4 | 58.63% |
Howard Teutsch Arcadia Investment Advisors LLC | 3,344 | $75,574.42 | $148,406.72 | $72,832.3 | 96.37% |
Robert Warmkessel Grange Capital LLC | 35,248 | $1.48M | $1.56M | $79,801.6 | 5.38% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 91,732 | $2.58M | $4.07M | $1.49M | 57.64% |
Elizabeth Arce Sovran Advisors LLC | 25,919 | $970,147 | $1.15M | $180,138.22 | 18.57% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 30,138 | $835,653.99 | $1.34M | $508,802.19 | 60.89% |
Bradley Wilson Crews Bank & Trust | 4,185 | $131,697.41 | $185,730.3 | $54,032.89 | 41.03% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 34,550 | $949,239.92 | $1.53M | $584,089.08 | 61.53% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 28,774 | $1.18M | $1.28M | $95,392.95 | 8.07% |
| CM Chelsea Michels Michels Family Financial LLC | 14,724 | $408,579.37 | $658,162.8 | $249,583.43 | 61.09% |
| TGL Tommy Glynn Lewis First Financial Group Corp | 11,842 | $503,560.28 | $525,547.96 | $21,987.68 | 4.37% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 51,156 | $1.73M | $2.27M | $536,075.94 | 30.91% |
| BR Brian Runkles Frederick Financial Consultants LLC | 14,474 | $458,038.88 | $646,987.8 | $188,948.92 | 41.25% |
| ASB Albert Sidney Browning Integras Partners LLC | 50,395 | $1.43M | $2.24M | $810,141.24 | 56.8% |