| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 10,625 | $1.26M | $1.44M | $186,036.11 | 14.78% |
Jacqueline Washburn Vawter Financial Ltd. | 2,020 | $223,392 | $274,639.22 | $51,247.22 | 22.94% |
Jacob Going Alpine Bank Wealth Management | 16,183 | $1.74M | $2.25M | $508,955.35 | 29.21% |
| MN Mark Neitzel M1 Capital Management LLC | 27,354 | $3.03M | $3.8M | $778,745.96 | 25.74% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 12,125 | $1.17M | $1.65M | $477,228.49 | 40.74% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 10,045 | $917,209.38 | $1.37M | $448,508.92 | 48.9% |
Courtney Holt Compound Planning, Inc. | 11,524 | $1.15M | $1.57M | $419,790.29 | 36.6% |
Scott Kapusta First County Bank /CT/ | 50,032 | $4.94M | $6.8M | $1.86M | 37.6% |
| DT Derek Tinnin Altiora Financial Group, LLC | 3,466 | $316,481 | $482,155.26 | $165,674.26 | 52.35% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,693 | $635,142.89 | $774,020.34 | $138,877.45 | 21.87% |
Bradley H. Owens LJI Wealth Management, LLC | 3,718 | $343,141.4 | $505,499.32 | $162,357.92 | 47.32% |
Annmarie Young KPP Advisory Services LLC | 2,302 | $224,459.4 | $312,979.94 | $88,520.54 | 39.44% |
Thomas Dobbins New Republic Capital, LLC | 3,322 | $324,941.79 | $456,675.34 | $131,733.55 | 40.54% |
Denise Reinert CGC Financial Services, LLC | 1,893 | $203,796.02 | $257,372.3 | $53,576.28 | 26.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 102,795 | $11.47M | $13.98M | $2.51M | 21.89% |
David Skalicky INSPIRE TRUST CO, N.A. | 50,000 | $5.53M | $6.8M | $1.27M | 22.87% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 5,595 | $419,570.17 | $772,949.25 | $353,379.08 | 84.22% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 110 | $10,723 | $14,955.6 | $4,232.6 | 39.47% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 740 | $80,641.73 | $102,941.4 | $22,299.67 | 27.65% |
NICOLE MARTIN Arlington Trust Co LLC | 915 | $91,716.13 | $124,403.41 | $32,687.28 | 35.64% |