| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 25,921 | $1.36M | $1.61M | $251,952.05 | 18.57% |
Jordan Grabowski Alpha Zero LLC | 13,610 | $696,015 | $844,636.6 | $148,621.6 | 21.35% |
| CTC Caldwell Trust Co Caldwell Trust Co | 13,669 | $538,389.68 | $847,272.96 | $308,883.28 | 57.37% |
Landon Marsh Scott Marsh Financial LLC | 17,402 | $910,836 | $1.08M | $169,132.12 | 18.57% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 434,660 | $23.56M | $26.96M | $3.4M | 14.43% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 6,804 | $386,535 | $422,018.1 | $35,483.1 | 9.18% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 427,309 | $24.26M | $26.5M | $2.25M | 9.27% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 10,275 | $576,817.23 | $637,306.87 | $60,489.64 | 10.49% |
IFS Group LLC IFS Group LLC | 3,976 | $220,615.8 | $246,611.4 | $25,995.6 | 11.78% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,676 | $95,266.09 | $103,886.86 | $8,620.77 | 9.05% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 296 | $17,452.49 | $18,347.56 | $895.07 | 5.13% |