| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2,221 | $435,760 | $484,866.51 | $49,106.51 | 11.27% |
Brandt Sakakeeny Rockingstone Advisors LLC | 3,365 | $634,984.24 | $734,646.83 | $99,662.59 | 15.7% |
Kevin Charles Root Oak Root LLC | 125,436 | $21.19M | $27.38M | $6.19M | 29.23% |
Dodd Disler Sagace Wealth Management LLC | 10,135 | $1.71M | $2.21M | $499,877.36 | 29.19% |
Grant Carroll Strategic Financial Partners, Ltd. | 15,818 | $1.99M | $3.45M | $1.46M | 73.52% |
| LSJ Laddi Singh Jhuty NRI Wealth Management LC | 1,176 | $203,141.97 | $256,732.56 | $53,590.59 | 26.38% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 4,023 | $707,489.06 | $878,261.13 | $170,772.07 | 24.14% |
Kara Lilian Lynx Investment Advisory | 3,151 | $567,859.09 | $687,894.81 | $120,035.72 | 21.14% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 8,400 | $1.42M | $1.83M | $411,113.85 | 28.9% |
Argentarii LLC Argentarii, LLC | 3,321 | $578,852.01 | $725,007.51 | $146,155.5 | 25.25% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 2,071 | $392,348.86 | $452,120.01 | $59,771.15 | 15.23% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 38,762 | $7.62M | $8.46M | $836,257.29 | 10.97% |
Kings Path Partners LLC Kings Path Partners LLC | 628 | $109,757.59 | $137,104.97 | $27,347.38 | 24.92% |
Kelly Dixon Cannon Financial Strategists, Inc. | 5,593 | $921,229.47 | $1.22M | $299,778.36 | 32.54% |
| FFL Farrell Financial LLC Farrell Financial LLC | 1,957 | $378,748.1 | $425,588.2 | $46,840.1 | 12.37% |
David Archibald Squire Investment Management Company, LLC | 10,038 | $1.67M | $2.19M | $525,953.98 | 31.58% |
Neisy Arnez Drucker Wealth 3.0, LLC | 44,622 | $7.26M | $9.74M | $2.48M | 34.1% |
Andrew Bowers BridgePort Financial Solutions, LLC | 7,555 | $1.37M | $1.65M | $279,032.6 | 20.36% |
Carmen McClennon WR Wealth Planners, LLC | 1,436 | $203,890.77 | $313,493.73 | $109,602.96 | 53.76% |
Matthew Richmond Richmond Investment Services, LLC | 11,500 | $2M | $2.51M | $514,904.38 | 25.8% |