| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 2,725 | $128,069.36 | $175,435.5 | $47,366.14 | 36.98% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,811 | $418,814.38 | $562,582.35 | $143,767.97 | 34.33% |
Allison Tronnes Forum Financial Management LP | 14,596 | $688,347.36 | $931,954.6 | $243,607.24 | 35.39% |
| EM Erin Mccann Simplicity Wealth LLC | 71,633 | $3.85M | $4.57M | $719,589.1 | 18.67% |
Allison Brooke Blake WorthPointe LLC | 16,619 | $987,186.75 | $1.06M | $75,016.63 | 7.6% |
Mark Meredith Meredith Wealth Planning | 285,808 | $12.73M | $18.32M | $5.59M | 43.89% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 9,674 | $487,136.05 | $619,522.96 | $132,386.91 | 27.18% |
| NJL Nelson J. Lam LAM GROUP Inc. | 16,360 | $896,618.05 | $1.05M | $151,730.75 | 16.92% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 220,843 | $9.22M | $14.14M | $4.93M | 53.46% |
Jonathan Seed Seed Wealth Management Inc. | 7,880 | $367,931.84 | $503,895.27 | $135,963.43 | 36.95% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 196,445 | $9.53M | $12.56M | $3.03M | 31.83% |
Jeffrey Hanson Breakwater Capital Group | 14,387 | $700,807.66 | $919,992.54 | $219,184.88 | 31.28% |
Dana Anspach Sensible Money LLC | 16,339 | $669,773.83 | $1.05M | $376,739.12 | 56.25% |
Kevin Kroskey True Wealth Design LLC | 16,250 | $873,441.61 | $1.05M | $173,220.89 | 19.83% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 11,263 | $675,583 | $722,183.56 | $46,600.56 | 6.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 104,576 | $6.1M | $6.58M | $483,139.34 | 7.92% |
Derek Ripp Austin Wealth Management, LLC | 152,170 | $7.91M | $9.74M | $1.83M | 23.17% |
Setu Mazumdar Physician Wealth Solutions Inc. | 3,977 | $212,942.39 | $254,408.69 | $41,466.3 | 19.47% |
Kaitlyn Barnes Financial Architects, LLC | 4,710 | $252,197 | $300,733.5 | $48,536.5 | 19.25% |
Andy Bloom MB Generational Wealth, LLC | 71,397 | $3.39M | $4.56M | $1.17M | 34.61% |