| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TD Teresa Douberly Ridgeline Wealth LLC | 8,445 | $515,811.85 | $724,581 | $208,769.15 | 40.47% |
Mark Meredith Meredith Wealth Planning | 613,056 | $39.45M | $52.6M | $13.15M | 33.33% |
Jacqueline Washburn Vawter Financial Ltd. | 4,147 | $291,767.58 | $355,812.6 | $64,045.02 | 21.95% |
Courtney Holt Compound Planning, Inc. | 2,807 | $197,463.6 | $240,840.6 | $43,377 | 21.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,504 | $335,627.8 | $386,443.2 | $50,815.4 | 15.14% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,345 | $114,324 | $115,401 | $1,077 | 0.94% |
Wesley W. Melbrod M Wealth Management, LLC | 26,914 | $1.66M | $2.31M | $652,033.78 | 39.35% |
Adam Jordan Paul R. Ried Financial Group, LLC | 117,691 | $8.06M | $10.1M | $2.04M | 25.3% |
| JS Jeffrey Socha Entrewealth LLC | 10,987 | $802,995.23 | $975,535.73 | $172,540.5 | 21.49% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,062 | $79,056.21 | $93,445.38 | $14,389.17 | 18.2% |