| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Dimond Caliber Wealth Management LLC / KS | 2,459 | $198,228.5 | $288,047.26 | $89,818.76 | 45.31% |
Nicole Reese WPG Advisers LLC | 22 | $1,937.97 | $2,687.74 | $749.77 | 38.69% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 13,948 | $1.57M | $1.68M | $112,443.32 | 7.16% |
| AS Aryn Sands GK Wealth Management LLC | 1,953 | $232,339 | $228,774.42 | -$3,564.58 | -1.53% |
Birchbrook Inc. Birchbrook Inc. | 177 | $17,422.73 | $20,733.78 | $3,311.05 | 19% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 39,149 | $3.7M | $4.59M | $882,515.41 | 23.83% |
Warner Group LLC Warner Group LLC | 4,990 | $593,774 | $584,528.6 | -$9,245.4 | -1.56% |
Jon Lewis Midwest Trust Co | 5,863 | $625,582.1 | $718,276.13 | $92,694.03 | 14.82% |
William P. Ratcliff Rebel Financial LLC | 13,570 | $1.45M | $1.59M | $141,651.57 | 9.78% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 5,367 | $572,658.9 | $658,691.91 | $86,033.01 | 15.02% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 14,112 | $1.35M | $1.65M | $307,923.37 | 22.89% |
Jordan Grabowski Alpha Zero LLC | 115,710 | $13.65M | $13.55M | -$97,228.6 | -0.71% |
Ryan Westerbeck Brian Low Financial Group LLC | 3,843 | $370,408.76 | $450,169.02 | $79,760.26 | 21.53% |
| CTC Caldwell Trust Co Caldwell Trust Co | 12,599 | $822,328.16 | $1.48M | $653,518.7 | 79.47% |
Landon Marsh Scott Marsh Financial LLC | 18,672 | $1.78M | $2.19M | $407,342.08 | 22.89% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 393,753 | $37.05M | $46.12M | $9.07M | 24.48% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,963 | $321,598.92 | $347,085.82 | $25,486.9 | 7.93% |
| KFG Kropog Financial Group LLC Kropog Financial Group LLC | 5,124 | $451,423.7 | $625,999.08 | $174,575.38 | 38.67% |
Brent Garcia Broadwater Capital Management LLC | 15 | $976 | $1,757.1 | $781.1 | 80.03% |
IFS Group LLC IFS Group LLC | 2,627 | $275,708.46 | $307,726.78 | $32,018.32 | 11.61% |