| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pines Wealth Management LLC Pines Wealth Management LLC | 22,065 | $4.99M | $7.41M | $2.43M | 48.65% |
Hamilton Capital Partners LLC Hamilton Capital Partners LLC | 61,003 | $14.51M | $20.17M | $5.66M | 39.03% |
Nathan White Paragon Capital Management Inc. | 3,499 | $703,712.7 | $1.2M | $501,097.94 | 71.21% |
Matthew Riley Hickory Point Bank & Trust | 295 | $91,304.92 | $98,235 | $6,930.08 | 7.59% |
Code Waechter LLC Code Waechter LLC | 3,910 | $757,626.73 | $1.32M | $562,076.47 | 74.19% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 1,114 | $310,669.75 | $377,579.16 | $66,909.41 | 21.54% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 1,960 | $301,283.82 | $655,228 | $353,944.18 | 117.48% |
Adam Amante Fortress Financial Solutions LLC | 3,425 | $815,357.3 | $1.14M | $329,620.2 | 40.43% |
Seneschal Advisors LLC Seneschal Advisors LLC | 40 | $13,197.14 | $13,306.8 | $109.66 | 0.83% |
Jared Machen BWM Planning LLC | 4,017 | $758,360.84 | $1.38M | $619,952.2 | 81.75% |
Steve Solano Global Wealth Management LLC | 750 | $206,700 | $258,247.49 | $51,547.49 | 24.94% |
Curtis Harrell Tounjian Advisory Partners LLC | 2,213 | $370,529.73 | $732,503 | $361,973.27 | 97.69% |
Sherod Bigelow Seros Financial LLC | 870 | $247,096.26 | $295,260.6 | $48,164.34 | 19.49% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 15,986 | $4.73M | $5.35M | $621,346.91 | 13.13% |
Eric Seger Integrated Capital Management LLC | 607 | $175,858.18 | $205,332.92 | $29,474.74 | 16.76% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 3,201 | $883,833.05 | $1.07M | $184,020.55 | 20.82% |
Braden Janowski Fieldview Capital Management LLC | 1,961 | $687,199.15 | $651,503.03 | -$35,696.12 | -5.19% |
FMB Wealth Management FMB Wealth Management | 1,218 | $145,855.48 | $413,912.94 | $268,057.46 | 183.78% |
Bryan Buchert Kera Capital Partners Inc. | 26,371 | $7.57M | $8.76M | $1.2M | 15.81% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 4,915 | $979,567.86 | $1.67M | $686,322.24 | 70.06% |