| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 92 | $41,097.21 | $47,143.56 | $6,046.35 | 14.71% |
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 36 | $16,779 | $18,447.48 | $1,668.48 | 9.94% |
Jon Lewis Midwest Trust Co | 45,067 | $20.92M | $23.09M | $2.17M | 10.38% |
Brennan Lee Cherokee Insurance Co | 584 | $283,561.95 | $299,259.12 | $15,697.17 | 5.54% |
John H. Bai Credential Securities Inc. | 3,627 | $622,894.35 | $1.86M | $1.24M | 198.38% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 1,363 | $638,473.83 | $698,442.09 | $59,968.26 | 9.39% |
Frank Tehel October Effect Ltd. | 1,212 | $561,326 | $621,065.16 | $59,739.16 | 10.64% |
| YKW Yee Ki Wan KW Wealth Management LLC | 1,057 | $523,850.71 | $541,638.51 | $17,787.8 | 3.4% |
| WWL Winnow Wealth LLC Winnow Wealth LLC | 36 | $18,000 | $18,447.48 | $447.48 | 2.49% |
Erik Bonnett Tripletail Wealth Management LLC | 194 | $82,746.95 | $99,411.42 | $16,664.47 | 20.14% |
Adam Scott Argyle Capital Partners LLC | 1,182 | $569,986.63 | $605,692.26 | $35,705.63 | 6.26% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 180 | $84,122.62 | $92,237.4 | $8,114.78 | 9.65% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 601 | $292,339.34 | $307,970.43 | $15,631.09 | 5.35% |
| CTC Caldwell Trust Co Caldwell Trust Co | 5,902 | $2.31M | $3.02M | $713,593.32 | 30.88% |
Bryce Maxwell Westerkirk Capital Inc. | 4,728 | $2.26M | $2.42M | $161,578.1 | 7.15% |
Landon Marsh Scott Marsh Financial LLC | 830 | $384,854 | $425,316.9 | $40,462.9 | 10.51% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 572 | $300,412.48 | $293,109.96 | -$7,302.52 | -2.43% |
David W. Young III Clarion Wealth Managment Partners LLC | 581 | $269,312.67 | $297,721.83 | $28,409.16 | 10.55% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,173 | $577,203.52 | $601,080.39 | $23,876.87 | 4.14% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 1,280 | $593,519.39 | $655,910.4 | $62,391.01 | 10.51% |