| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,525 | $103,273 | $118,725.5 | $15,452.5 | 14.96% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 6,080 | $224,987.55 | $285,881.6 | $60,894.05 | 27.07% |
Darin Pilacinski True Vision MN LLC | 10,453 | $412,180.09 | $491,500.06 | $79,319.97 | 19.24% |
Kevin Galvin Hopwood Financial Services, Inc. | 92,350 | $3.85M | $4.34M | $491,136.79 | 12.75% |
Aldis Birkans Bank of Jackson Hole Trust | 12,767 | $540,526.06 | $600,304.34 | $59,778.28 | 11.06% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 41,754 | $1.55M | $1.96M | $412,880.37 | 26.63% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 80,822 | $3.02M | $3.8M | $776,146.33 | 25.67% |
Jon Lewis Midwest Trust Co | 4,932 | $201,719 | $231,902.64 | $30,183.64 | 14.96% |