| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Orr Centennial Bank/AR/ | 34,468 | $1.38M | $2.09M | $718,197.84 | 52.19% |
Julie Beswick Advantage Trust Co | 185,951 | $7.58M | $11.02M | $3.44M | 45.35% |
Joshua Stipcich Tidemark, LLC | 87 | $3,154 | $5,286.12 | $2,132.12 | 67.6% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,816 | $240,491.95 | $231,860.16 | -$8,631.79 | -3.59% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 53,074 | $2.15M | $3.15M | $995,589.13 | 46.31% |
Samira Kadam Synergy Investment Management LLC | 337 | $17,543 | $20,836.71 | $3,293.71 | 18.78% |
| RFL Rossby Financial LLC Rossby Financial LLC | 76 | $2,892 | $4,504.14 | $1,612.14 | 55.74% |
Fortitude Financial LLC Fortitude Financial LLC | 25,888 | $1.38M | $1.53M | $155,467.88 | 11.28% |
Erik Bonnett Tripletail Wealth Management LLC | 1,736 | $90,219.48 | $107,336.88 | $17,117.4 | 18.97% |
Michael Behner Nautilus Advisors LLC | 20,559 | $869,874.4 | $1.22M | $348,554.73 | 40.07% |