| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Dziura Westfuller Advisors, LLC | 6,203 | $424,404.86 | $528,495.6 | $104,090.74 | 24.53% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 63,108 | $3.68M | $5.38M | $1.69M | 45.94% |
Denise Ledden Trust Co of Tennessee | 1.19M | $86.93M | $101.75M | $14.81M | 17.04% |
Beth Steinhaus Breakwater Investment Management | 18,881 | $1.09M | $1.67M | $586,159.77 | 53.88% |
Wesley W. Melbrod M Wealth Management, LLC | 8,766 | $600,201.61 | $746,863.2 | $146,661.59 | 24.44% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 7,118 | $487,282.41 | $606,453.6 | $119,171.19 | 24.46% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 20,359 | $1.66M | $1.73M | $77,829.62 | 4.7% |
Kevin Charles Root Oak Root LLC | 330,492 | $20.78M | $28.16M | $7.37M | 35.49% |
Dodd Disler Sagace Wealth Management LLC | 30,540 | $1.98M | $2.6M | $624,683.81 | 31.59% |
Henry Pizzutello HFG Wealth Management, LLC | 7,555 | $410,430.87 | $671,412.85 | $260,981.98 | 63.59% |
Grant Carroll Strategic Financial Partners, Ltd. | 71,010 | $2.46M | $6.05M | $3.59M | 145.67% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 8,713 | $574,642.14 | $742,347.6 | $167,705.46 | 29.18% |
Kara Lilian Lynx Investment Advisory | 13,951 | $979,456.51 | $1.19M | $209,168.69 | 21.36% |
Brett Upper Tide Cove Capital Partners LLC | 111,070 | $8.09M | $9.93M | $1.84M | 22.79% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 6,650 | $470,675.78 | $566,580 | $95,904.22 | 20.38% |
Argentarii LLC Argentarii, LLC | 14,053 | $983,283.83 | $1.25M | $265,606.28 | 27.01% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 4,254 | $338,798.44 | $362,440.8 | $23,642.36 | 6.98% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 54,212 | $3.95M | $4.62M | $672,228.8 | 17.03% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,772 | $209,563.2 | $236,174.4 | $26,611.2 | 12.7% |
Kings Path Partners LLC Kings Path Partners LLC | 810 | $65,975.84 | $69,012 | $3,036.16 | 4.6% |