| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 33,866 | $1.18M | $1.68M | $492,389.23 | 41.56% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 500 | $23,115 | $24,774.95 | $1,659.95 | 7.18% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 24,029 | $941,195.05 | $1.19M | $249,439.5 | 26.5% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,895 | $226,295 | $242,546.76 | $16,251.76 | 7.18% |
Luke Bunch OxenFree Capital LLC | 111,864 | $4.45M | $5.54M | $1.09M | 24.48% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,095 | $47,209.48 | $54,229.87 | $7,020.39 | 14.87% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 53,820 | $2.05M | $2.67M | $614,436.67 | 29.96% |
Christian J. Cyr Cyr Financial Inc. | 5,021 | $201,952.89 | $248,865.86 | $46,912.97 | 23.23% |
Adam Colby Wealth Group Ltd | 31,560 | $1.28M | $1.57M | $287,259.87 | 22.44% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,697 | $263,372.3 | $282,143.92 | $18,771.62 | 7.13% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 7,333 | $291,183.29 | $363,460.14 | $72,276.85 | 24.82% |
Sharon Allen Sterling Wealth Management, Inc. | 5,892 | $221,319.55 | $292,036.98 | $70,717.43 | 31.95% |
Michael Herman Apollon Financial, LLC | 136,099 | $5.82M | $6.74M | $923,351.29 | 15.88% |
Kelly Richert Clayton Financial Group LLC | 45 | $2,047 | $2,228.17 | $181.17 | 8.85% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,915 | $508,891.77 | $590,030.8 | $81,139.03 | 15.94% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 479 | $17,990 | $23,717.68 | $5,727.68 | 31.84% |
Brandon Hobson Silver Coast Investments LLC | 885,935 | $33.79M | $43.88M | $10.09M | 29.86% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 9,470 | $369,804.13 | $468,717.65 | $98,913.52 | 26.75% |
Ashley Meredith Abel Hall, LLC | 7,379 | $277,900.81 | $365,223.6 | $87,322.79 | 31.42% |
Darin Pilacinski True Vision MN LLC | 10,020 | $398,379.45 | $496,240.5 | $97,861.05 | 24.56% |