| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Dziura Westfuller Advisors, LLC | 10 | $663.34 | $772.25 | $108.91 | 16.42% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 260 | $18,136 | $20,087.6 | $1,951.6 | 10.76% |
Beth Steinhaus Breakwater Investment Management | 1,968 | $158,892.57 | $151,417.92 | -$7,474.65 | -4.7% |
MICHAEL ELLIS Inherent Management Corp. | 415,605 | $22.06M | $31.98M | $9.92M | 44.99% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 80,141 | $6.64M | $6.19M | -$446,412.93 | -6.72% |
Bruce Barton Parkworth Wealth Management, Inc. | 4,358 | $234,484.8 | $340,250.85 | $105,766.05 | 45.11% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 17,214 | $1.14M | $1.34M | $205,502.17 | 18.05% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 140,597 | $8.97M | $10.86M | $1.9M | 21.16% |
Kevin Charles Root Oak Root LLC | 147,059 | $7.55M | $11.32M | $3.76M | 49.83% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 7,148 | $385,777.24 | $555,542.56 | $169,765.32 | 44.01% |
Kara Lilian Lynx Investment Advisory | 9,303 | $578,720.91 | $719,819.62 | $141,098.71 | 24.38% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 181,298 | $10.21M | $14.14M | $3.93M | 38.44% |
Argentarii LLC Argentarii, LLC | 10,175 | $683,963.5 | $786,222.25 | $102,258.75 | 14.95% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 220,458 | $15.46M | $17.16M | $1.7M | 10.98% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 38,384 | $2.23M | $2.97M | $731,135.85 | 32.72% |
Kings Path Partners LLC Kings Path Partners LLC | 10,459 | $561,143.13 | $806,545.78 | $245,402.65 | 43.73% |
David Archibald Squire Investment Management Company, LLC | 20,841 | $1.05M | $1.62M | $568,240.65 | 53.91% |
Neisy Arnez Drucker Wealth 3.0, LLC | 4,003 | $285,886.03 | $309,271.78 | $23,385.75 | 8.18% |
Andrew Bowers BridgePort Financial Solutions, LLC | 61,961 | $4.13M | $4.78M | $654,015.67 | 15.84% |
Carmen McClennon WR Wealth Planners, LLC | 4,368 | $226,911.29 | $340,223.52 | $113,312.23 | 49.94% |