| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott K Sprinkle Sprinkle Financial Consultants LLC | 3,897 | $496,494.42 | $626,481.72 | $129,987.3 | 26.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 75,202 | $11.57M | $12.11M | $537,266.41 | 4.64% |
| FTM F. Thomas Mosley Mosley Wealth Management | 221 | $31,267.99 | $35,120.21 | $3,852.22 | 12.32% |
Ryan M Palmer Optimist Retirement Group LLC | 1,849 | $231,888.79 | $297,744.47 | $65,855.68 | 28.4% |
Jay S. Arce Taylor Financial Group, Inc. | 33,671 | $4.57M | $5.41M | $832,324.85 | 18.2% |
Sean Rooney Prospect Financial Services LLC | 6,053 | $823,437.09 | $975,198.83 | $151,761.74 | 18.43% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 11,353 | $1.68M | $1.84M | $157,289.84 | 9.37% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,156 | $206,462 | $186,243.16 | -$20,218.84 | -9.79% |
Douglas E. Morisoli Fairman Group, LLC | 12 | $2,143 | $1,913.4 | -$229.6 | -10.71% |
Columbia Bank Columbia Bank | 13,587 | $1.85M | $2.19M | $340,668.48 | 18.42% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,410 | $1.55M | $1.84M | $288,697.82 | 18.64% |
Janice M. Powell Diversify Advisory Services, LLC | 2,557 | $441,324 | $409,669.75 | -$31,654.25 | -7.17% |
Kevyn Hill Hilltop National Bank | 500 | $65,364.85 | $79,500 | $14,135.15 | 21.63% |
Brady Green GGM Financials LLC | 314 | $44,499.98 | $50,153.65 | $5,653.67 | 12.7% |
Josephine Lee New Insight Wealth Advisors | 1,165 | $164,451.03 | $187,576.65 | $23,125.62 | 14.06% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 2,336 | $305,385 | $372,474.97 | $67,089.97 | 21.97% |
David Millar Gen-Wealth Partners Inc | 1,833 | $239,044.38 | $291,163.98 | $52,119.6 | 21.8% |
Lee Larson Everstar Asset Management, LLC | 3,525 | $491,702.35 | $566,115 | $74,412.65 | 15.13% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,557 | $348,734.58 | $409,554.69 | $60,820.11 | 17.44% |
Kings Path Partners LLC Kings Path Partners LLC | 546 | $70,123 | $87,005.1 | $16,882.1 | 24.07% |