| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Hoffmann CCM Investment Group LLC | 1.9M | $90.67M | $133.14M | $42.48M | 46.85% |
Cole Dimond Caliber Wealth Management LLC / KS | 4,463 | $233,825.66 | $312,945.56 | $79,119.9 | 33.84% |
Nicole Reese WPG Advisers LLC | 16,591 | $805,705.58 | $1.17M | $359,563.3 | 44.63% |
Mike Silane 21 West Wealth Management LLC | 7,209 | $410,985.14 | $503,007.97 | $92,022.83 | 22.39% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 1,269 | $74,316.63 | $88,994.97 | $14,678.34 | 19.75% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 21,276 | $1.36M | $1.49M | $130,806.55 | 9.6% |
David Dirks Plum Street Advisors LLC | 140,046 | $6.82M | $9.82M | $2.99M | 43.83% |
Aryn Sands GK Wealth Management LLC | 6,340 | $393,270.31 | $445,099.7 | $51,829.39 | 13.18% |
Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 351,380 | $17.78M | $24.51M | $6.73M | 37.86% |
Justin Boggs Optima Capital LLC | 15,366 | $746,072.54 | $1.08M | $333,235.3 | 44.67% |
Birchbrook Inc. Birchbrook Inc. | 186,327 | $9.07M | $13.07M | $3.99M | 44.03% |
Horan Wealth LLC Horan Wealth LLC | 45,256 | $2.78M | $3.18M | $402,072.9 | 14.49% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 27,391 | $1.52M | $1.92M | $396,409.23 | 26% |
Maseco LLP Maseco LLP | 36,882 | $2.34M | $2.59M | $247,733.24 | 10.59% |
Chris Ryan Ryan Investment Management Inc. | 6,869 | $489,416 | $479,078.4 | -$10,337.6 | -2.11% |
James V. Thompson Jr. Bulwark Capital Corp | 1,605 | $96,114.06 | $112,486.42 | $16,372.36 | 17.03% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 5,118 | $287,336.39 | $359,693.04 | $72,356.65 | 25.18% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 4,031 | $233,279.28 | $282,734.34 | $49,455.06 | 21.2% |
Jon Lewis Midwest Trust Co | 1.78M | $104.26M | $123.9M | $19.64M | 18.84% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 91,372 | $5.35M | $6.4M | $1.05M | 19.69% |