| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Seth Hodes Able Wealth Management LLC | 153,923 | $5.86M | $6.87M | $1M | 17.12% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 438,771 | $16.07M | $19.15M | $3.08M | 19.2% |
Darin Pilacinski True Vision MN LLC | 116,710 | $4.11M | $5.14M | $1.03M | 25.07% |
Philip Smith SWP FINANCIAL LLC | 59,877 | $2.14M | $2.63M | $498,107 | 23.32% |
Chris M. Frantz Catalina Capital Group, LLC | 19,352 | $698,284.95 | $854,487.56 | $156,202.61 | 22.37% |
David Hobbs Hobbs Wealth Management, LLC | 80,165 | $2.86M | $3.5M | $635,812.12 | 22.22% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 142,522 | $5.3M | $6.3M | $991,994.65 | 18.71% |
James J. Karabas Embree Financial Group | 245,975 | $9.21M | $10.79M | $1.59M | 17.24% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 6,578 | $238,255.16 | $288,182.18 | $49,927.02 | 20.96% |
Janice M. Powell Diversify Advisory Services, LLC | 158,939 | $6.69M | $6.99M | $299,595.69 | 4.48% |
DAVID REICHERT Atlatl Advisers LLC | 6,522 | $246,309.29 | $284,972.27 | $38,662.98 | 15.7% |
Kelly Financial Services LLC Kelly Financial Services LLC | 227,677 | $8.15M | $10.03M | $1.89M | 23.19% |
David Millar Gen-Wealth Partners Inc | 108,320 | $3.92M | $4.73M | $808,199.46 | 20.6% |
Jade Eagles WEALTHGARDEN F.S. LLC | 36,685 | $1.21M | $1.62M | $410,779.95 | 34.05% |
Jay Kasting Landing Point Financial Group, LLC | 190,240 | $8.2M | $8.4M | $200,712.6 | 2.45% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 149,446 | $5.38M | $6.57M | $1.18M | 22.01% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 22,113 | $820,132.19 | $976,067.82 | $155,935.63 | 19.01% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 158,939 | $6.05M | $6.99M | $947,217.51 | 15.66% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 45,810 | $1.66M | $2.01M | $347,774.56 | 20.91% |
Andrew Bowers BridgePort Financial Solutions, LLC | 15,245 | $553,529.79 | $668,569.47 | $115,039.68 | 20.78% |