| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Donald Windle Windle Wealth LLC | 43,844 | $7.4M | $12.51M | $5.1M | 68.93% |
Crystal McKeon TSA Wealth Managment LLC | 926 | $233,019 | $262,368.21 | $29,349.21 | 12.6% |
Jonathan Seed Seed Wealth Management Inc. | 892 | $224,463 | $254,541.12 | $30,078.12 | 13.4% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,335 | $309,151.76 | $380,368.2 | $71,216.44 | 23.04% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,600 | $575,049.13 | $736,268 | $161,218.87 | 28.04% |
Dean Pelos Commonwealth Retirement Investments LLC | 56,009 | $9.43M | $15.97M | $6.54M | 69.29% |
Matthew Keyes Heritage Wealth Partners LLC | 1,287 | $177,163.72 | $369,639.27 | $192,475.55 | 108.64% |
Andy Peters Goldstein Advisors LLC | 3,924 | $694,864.91 | $1.11M | $417,196.65 | 60.04% |
Robin Sherwood HTG Investment Advisors Inc. | 979 | $226,607.04 | $278,270.96 | $51,663.92 | 22.8% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 812 | $176,601.88 | $230,973.4 | $54,371.52 | 30.79% |
Bepin Serraj Richard W. Paul & Associates LLC | 7,599 | $1.28M | $2.17M | $887,012.46 | 69.19% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 14,048 | $2.29M | $4.02M | $1.73M | 75.38% |
Jeffrey Hanson Breakwater Capital Group | 5,985 | $1.04M | $1.71M | $668,634.95 | 64.41% |
Kyle Kelley Family Capital Management Inc. | 3,529 | $725,574.69 | $999,889.21 | $274,314.52 | 37.81% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 732 | $119,625.33 | $208,898.16 | $89,272.83 | 74.63% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,881 | $330,224.26 | $536,931.45 | $206,707.19 | 62.6% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 985 | $196,680.63 | $279,084.97 | $82,404.34 | 41.9% |
Justin Halverson Great Waters Wealth Management | 1,436 | $267,468.56 | $407,551.16 | $140,082.6 | 52.37% |
Jesse Ellington Dover Advisors LLC | 6,944 | $1.18M | $1.98M | $795,650.21 | 67.22% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 21,382 | $3.49M | $6.08M | $2.59M | 74.26% |