| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Kemp Sawers Uptown Financial Advisors LLC | 47,635 | $4.22M | $5.84M | $1.62M | 38.41% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 15,949 | $1.42M | $1.94M | $516,239.99 | 36.29% |
Anna Christine Golden Reserve Retirement LLC | 2,258 | $268,679 | $277,293.69 | $8,614.69 | 3.21% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 2,750 | $241,725 | $337,342.5 | $95,617.5 | 39.56% |
| RM Rich Mowrer Brookwood Investment Group LLC | 24,732 | $2.08M | $2.98M | $901,489.81 | 43.39% |
Cole Dimond Caliber Wealth Management LLC / KS | 2,459 | $198,228.5 | $298,350.47 | $100,121.97 | 50.51% |
Nicole Reese WPG Advisers LLC | 22 | $1,937.97 | $2,698.74 | $760.77 | 39.26% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 13,948 | $1.57M | $1.71M | $135,945.7 | 8.66% |
| AS Aryn Sands GK Wealth Management LLC | 229 | $27,243.03 | $28,654.77 | $1,411.74 | 5.18% |
Birchbrook Inc. Birchbrook Inc. | 10 | $979.27 | $1,212.8 | $233.53 | 23.85% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 39,149 | $3.7M | $4.81M | $1.1M | 29.78% |
Warner Group LLC Warner Group LLC | 4,990 | $593,774 | $608,879.8 | $15,105.8 | 2.54% |
Jon Lewis Midwest Trust Co | 5,863 | $625,582.1 | $706,963.47 | $81,381.37 | 13.01% |
William P. Ratcliff Rebel Financial LLC | 13,570 | $1.45M | $1.66M | $209,705.12 | 14.48% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 5,367 | $572,658.9 | $657,135.48 | $84,476.58 | 14.75% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 14,112 | $1.35M | $1.72M | $379,612.33 | 28.22% |
Jordan Grabowski Alpha Zero LLC | 115,710 | $13.65M | $14.21M | $557,690 | 4.09% |
Ryan Westerbeck Brian Low Financial Group LLC | 3,843 | $370,408.76 | $471,343.95 | $100,935.19 | 27.25% |
Caldwell Trust Co Caldwell Trust Co | 12,569 | $820,636.16 | $1.51M | $691,288.85 | 84.24% |
Landon Marsh Scott Marsh Financial LLC | 18,672 | $1.78M | $2.26M | $483,617.2 | 27.17% |