| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott K Sprinkle Sprinkle Financial Consultants LLC | 179,745 | $8.43M | $10.79M | $2.36M | 27.96% |
Jennifer Lutz Trademark Financial Management, LLC | 3,853 | $202,013 | $231,334.12 | $29,321.12 | 14.51% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 32,723 | $1.65M | $1.96M | $310,874.01 | 18.81% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 82 | $4,300 | $4,923.28 | $623.28 | 14.49% |
Keystone Financial Services LLC Keystone Financial Services LLC | 161,304 | $7.53M | $9.68M | $2.15M | 28.57% |
| RFL Rossby Financial LLC Rossby Financial LLC | 133 | $5,943.37 | $7,955.39 | $2,012.02 | 33.85% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 41,032 | $1.9M | $2.45M | $558,094.8 | 29.45% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,301 | $65,146 | $77,786.79 | $12,640.79 | 19.4% |