| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 32,897 | $554,247.68 | $885,916.21 | $331,668.53 | 59.84% |
| BP Brett Pohl Kingdom Financial Group LLC | 339 | $8,149.76 | $9,136.05 | $986.29 | 12.1% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 221,635 | $6.14M | $5.99M | -$149,603.63 | -2.44% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,326 | $230,819 | $251,149.18 | $20,330.18 | 8.81% |
Timothy J. Videnka Forza Wealth Management LLC | 9,634 | $178,036.32 | $261,947.5 | $83,911.18 | 47.13% |
Kevin Gray Lodestar Private Asset Management LLC | 355,213 | $5.87M | $9.65M | $3.78M | 64.37% |
| TT Thaddeus Toal RCS Financial Planning LLC | 22,968 | $543,398.65 | $624,040.56 | $80,641.91 | 14.84% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 942,022 | $15.31M | $25.33M | $10.01M | 65.38% |
Jonathan Seed Seed Wealth Management Inc. | 31,040 | $512,199.92 | $838,235.2 | $326,035.28 | 63.65% |
Andy Peters Goldstein Advisors LLC | 20,707 | $430,870.47 | $559,503.14 | $128,632.67 | 29.85% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 11,097 | $215,138.51 | $299,341.57 | $84,203.06 | 39.14% |
Jeffrey Hanson Breakwater Capital Group | 7,629 | $209,569 | $205,983 | -$3,586 | -1.71% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 24,064 | $487,395.09 | $648,645.12 | $161,250.03 | 33.08% |
Justin Halverson Great Waters Wealth Management | 60,047 | $998,217.73 | $1.63M | $636,261.61 | 63.74% |
Jesse Haller Compass Financial Group Inc./SD | 91,832 | $2.49M | $2.48M | -$5,472.8 | -0.22% |
John Canning Mi LLCreek Capital Advisors LLC | 378,508 | $7.59M | $10.25M | $2.66M | 35.02% |
David Stevens Stevens Capital Partners | 321,590 | $8.06M | $8.75M | $696,303.6 | 8.64% |
Michael Radoff LGT Financial Advisors LLC | 146 | $3,398.76 | $3,964.63 | $565.87 | 16.65% |
Scott Highmark Mosaic Family Wealth Partners LLC | 18,409 | $350,525.19 | $497,411.18 | $146,885.99 | 41.9% |
Brendan G. Moody Watershed Private Wealth LLC | 47,863 | $789,642.24 | $1.29M | $504,333.96 | 63.87% |