| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KCA Kagan Cocozza Asset Management Kagan Cocozza Asset Management | 2,826 | $360,551.08 | $467,137.8 | $106,586.72 | 29.56% |
Thomas E. Nelson Sky-Mountain Capital Management Inc. | 33,482 | $4.44M | $5.42M | $984,783.91 | 22.19% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 471 | $67,598 | $76,283.16 | $8,685.16 | 12.85% |
| BWL Balance Wealth LLC Balance Wealth LLC | 1,920 | $275,566.73 | $310,963.22 | $35,396.49 | 12.84% |
John R. Hanahan Yukon Wealth Management Inc. | 27,154 | $4.29M | $4.52M | $230,537.08 | 5.37% |
| NCI North Capital Inc. North Capital Inc. | 1,449 | $214,525 | $234,680.05 | $20,155.05 | 9.4% |
J. Kemp Sawers Uptown Financial Advisors LLC | 6,490 | $828,537.08 | $1.05M | $222,583.38 | 26.86% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 29,725 | $3.82M | $4.81M | $991,849.77 | 25.95% |
| RM Rich Mowrer Brookwood Investment Group LLC | 4,597 | $611,800.18 | $744,530.17 | $132,729.99 | 21.69% |
Cole Dimond Caliber Wealth Management LLC / KS | 1,680 | $244,610.64 | $272,092.82 | $27,482.18 | 11.24% |
David R. Hess Wealth Management Associates Inc. | 45,408 | $3.93M | $7.35M | $3.42M | 86.98% |
Nicole Reese WPG Advisers LLC | 1,509 | $196,222.2 | $249,437.7 | $53,215.5 | 27.12% |
Mike Silane 21 West Wealth Management LLC | 12,638 | $1.69M | $2.05M | $359,728.24 | 21.32% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 3,544 | $452,313.23 | $588,516.64 | $136,203.41 | 30.11% |
| AS Aryn Sands GK Wealth Management LLC | 1,284 | $202,861 | $207,956.65 | $5,095.65 | 2.51% |
Justin Boggs Optima Capital LLC | 2,575 | $337,959.14 | $417,047.03 | $79,087.89 | 23.4% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 8,243 | $1.15M | $1.34M | $182,950.9 | 15.88% |
| ML Maseco LLP Maseco LLP | 27,979 | $4.02M | $4.62M | $609,232.98 | 15.17% |
James V. Thompson Jr. Bulwark Capital Corp | 5,481 | $730,672.47 | $887,702.81 | $157,030.34 | 21.49% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 209,887 | $28.29M | $33.99M | $5.7M | 20.14% |