| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 210,538 | $6.32M | $9.12M | $2.8M | 44.35% |
Andrea Butler Sequent Planning LLC | 7,436 | $285,456.42 | $322,276.24 | $36,819.82 | 12.9% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 600 | $22,373.96 | $26,010 | $3,636.04 | 16.25% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 127,534 | $5.01M | $5.52M | $506,363.97 | 10.11% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,353 | $341,865.29 | $448,077.84 | $106,212.55 | 31.07% |
Chris Chatto Encompass More Asset Management | 21,638 | $803,253.22 | $937,790.92 | $134,537.7 | 16.75% |
Robert R Schulz Schulz Wealth, LTD. | 15,515 | $507,185 | $672,187.37 | $165,002.37 | 32.53% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,499 | $250,356.72 | $280,984.26 | $30,627.54 | 12.23% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 8,957 | $324,593.97 | $387,300.68 | $62,706.71 | 19.32% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 177,922 | $6.82M | $7.69M | $871,225.97 | 12.77% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 198,247 | $6.59M | $8.6M | $2.01M | 30.47% |
Chris M. Frantz Catalina Capital Group, LLC | 5,086 | $202,423 | $220,757.83 | $18,334.83 | 9.06% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,701 | $243,514.02 | $290,555.36 | $47,041.34 | 19.32% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 19,565 | $697,799.37 | $850,294.9 | $152,495.53 | 21.85% |
Nathan Edwards IMG Wealth Management, Inc. | 5,087 | $189,694.25 | $219,987.31 | $30,293.06 | 15.97% |
Chris Bulman Inc. Chris Bulman Inc | 34,050 | $1.27M | $1.48M | $205,365.87 | 16.14% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 21,914 | $805,337.96 | $948,437.92 | $143,099.96 | 17.77% |
Curtis Harrell Tounjian Advisory Partners LLC | 2,021 | $85,286 | $87,377.93 | $2,091.93 | 2.45% |
Sherod Bigelow Seros Financial LLC | 7,100 | $261,505 | $307,501 | $45,996 | 17.59% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 4,871 | $205,556 | $211,425.75 | $5,869.75 | 2.86% |