| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 26,203 | $1.89M | $2.22M | $333,489.74 | 17.65% |
Lonny Elfenbein West Michigan Advisors LLC | 27,054 | $1.66M | $2.28M | $626,971.11 | 37.81% |
D. Patrick Franklin First International Bank & Trust | 560,123 | $39.91M | $47.3M | $7.39M | 18.51% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,233 | $236,946.57 | $273,059.18 | $36,112.61 | 15.24% |
Bill McVay Red Tortoise LLC | 829 | $36,762.59 | $70,017.34 | $33,254.75 | 90.46% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 21,043 | $1.54M | $1.78M | $240,430.72 | 15.63% |
Samantha Pierangeli City State Bank | 111 | $4,884 | $9,371.73 | $4,487.73 | 91.89% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 13,921 | $1.01M | $1.18M | $173,672.21 | 17.26% |
Morgan Christen Spinnaker Investment Group LLC | 3,505 | $212,689.7 | $299,432.15 | $86,742.45 | 40.78% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,632 | $273,090.08 | $310,281.76 | $37,191.68 | 13.62% |
W. Travis McKinney HB Wealth Management LLC | 11,279 | $809,162.03 | $957,361.52 | $148,199.49 | 18.32% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 27,964 | $1.75M | $2.36M | $616,420.03 | 35.32% |
Marc H. Stone Tyler-Stone Wealth Management | 21,720 | $1.55M | $1.83M | $286,704 | 18.52% |
| EM Erin Mccann Simplicity Wealth LLC | 6,345 | $571,684.49 | $535,898.7 | -$35,785.79 | -6.26% |
Michael Byun SageView Advisory Group LLC | 5,880 | $332,652.01 | $496,624.8 | $163,972.79 | 49.29% |
Kristofer Gray Integrity Financial Corp. /WA | 19,707 | $1.26M | $1.68M | $422,925.86 | 33.55% |
David T. Morgan High Net Worth Advisory Group LLC | 61,134 | $3.41M | $5.22M | $1.81M | 53.19% |
Penny Paul Andina Capital Management LLC | 6,576 | $592,498 | $555,145.92 | -$37,352.08 | -6.3% |
Dan Mohr Retireful LLC | 6,134 | $462,855.98 | $517,985.63 | $55,129.65 | 11.91% |
| DW Darren Woolson Asset Allocation Strategies LLC | 100,441 | $9.05M | $8.58M | -$469,054.37 | -5.18% |