| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 15,999 | $371,982.87 | $490,209.36 | $118,226.49 | 31.78% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 44,749 | $1.04M | $1.32M | $276,020.55 | 26.51% |
Birchbrook Inc. Birchbrook Inc. | 58,663 | $1.19M | $1.73M | $535,001.82 | 44.88% |
Horan Wealth LLC Horan Wealth LLC | 7,267 | $213,866 | $221,752.5 | $7,886.5 | 3.69% |
| ML Maseco LLP Maseco LLP | 514 | $13,829 | $15,132.16 | $1,303.16 | 9.42% |
James V. Thompson Jr. Bulwark Capital Corp | 1,306 | $34,198.75 | $38,448.64 | $4,249.89 | 12.43% |
Todd Iglehart Family Legacy Financial Solutions LLC | 759,646 | $19.45M | $22.36M | $2.92M | 14.99% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 95,764 | $2.34M | $2.82M | $477,234.21 | 20.38% |
Jon Lewis Midwest Trust Co | 108,999 | $2.66M | $3.21M | $544,995.1 | 20.46% |
Jordan Grabowski Alpha Zero LLC | 875,489 | $21.11M | $25.77M | $4.67M | 22.11% |
Heydon Traub Traub Capital Management LLC | 15,651 | $383,498.41 | $460,765.44 | $77,267.03 | 20.15% |
Molly Wheeler Burk Holdings LLC | 62,328 | $1.45M | $1.9M | $455,050.09 | 31.46% |
| FFL Farnam Financial LLC Farnam Financial LLC | 305,288 | $6.9M | $8.99M | $2.09M | 30.27% |
Matthew J. Darcy Seneca Financial Advisors LLC | 120,905 | $2.1M | $3.56M | $1.46M | 69.38% |
Michael Behner Nautilus Advisors LLC | 16,950 | $393,271.5 | $499,008 | $105,736.5 | 26.89% |
Bonnie Courtney Cambridge Financial Group LLC | 91,430 | $1.78M | $2.69M | $910,176.7 | 51.09% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 43 | $1,269 | $1,312.14 | $43.14 | 3.4% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 15,985 | $390,716.95 | $470,598.4 | $79,881.45 | 20.44% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 31,264 | $754,963.53 | $920,412.16 | $165,448.63 | 21.91% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 8,757 | $202,987.17 | $257,806.08 | $54,818.91 | 27.01% |