| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 40,578 | $1.46M | $2.02M | $563,637.43 | 38.7% |
Cole Dimond Caliber Wealth Management LLC / KS | 14,445 | $525,943.96 | $711,127.35 | $185,183.39 | 35.21% |
Nicole Reese WPG Advisers LLC | 886 | $30,550.91 | $43,874.72 | $13,323.81 | 43.61% |
Mike Silane 21 West Wealth Management LLC | 68,113 | $2.76M | $3.36M | $593,004.57 | 21.45% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 29,779 | $1.32M | $1.48M | $166,775.63 | 12.68% |
| AS Aryn Sands GK Wealth Management LLC | 789 | $39,641 | $38,842.47 | -$798.53 | -2.01% |
Justin Boggs Optima Capital LLC | 232,194 | $11.21M | $11.56M | $351,719.03 | 3.14% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 4,021 | $162,810.29 | $198,898.76 | $36,088.47 | 22.17% |
Maseco LLP Maseco LLP | 5,197 | $233,766.34 | $255,848.31 | $22,081.97 | 9.45% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 850 | $36,372 | $41,845.5 | $5,473.5 | 15.05% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,141 | $86,986.6 | $105,401.43 | $18,414.83 | 21.17% |
Jon Lewis Midwest Trust Co | 11,244 | $488,566.61 | $553,542.12 | $64,975.51 | 13.3% |
William P. Ratcliff Rebel Financial LLC | 94,523 | $4.2M | $4.66M | $461,723.97 | 11% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 120,657 | $5.37M | $5.96M | $587,153.38 | 10.93% |
Frank Tehel October Effect Ltd. | 29,345 | $1.27M | $1.45M | $172,471.05 | 13.54% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 63,172 | $2.63M | $3.12M | $489,988.96 | 18.66% |
Ryan Westerbeck Brian Low Financial Group LLC | 9,510 | $401,092.37 | $470,935.2 | $69,842.83 | 17.41% |
Landon Marsh Scott Marsh Financial LLC | 28,884 | $1.17M | $1.42M | $252,471.32 | 21.59% |
Gibbs Wealth Management Gibbs Wealth Management | 715,139 | $29.88M | $35.21M | $5.33M | 17.82% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 9,081 | $415,490.66 | $447,057.63 | $31,566.97 | 7.6% |