| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TD Teresa Douberly Ridgeline Wealth LLC | 8,155 | $498,188.05 | $700,351.4 | $202,163.35 | 40.58% |
Mark Meredith Meredith Wealth Planning | 679,434 | $45.05M | $58.35M | $13.3M | 29.52% |
Jacqueline Washburn Vawter Financial Ltd. | 4,147 | $291,767.58 | $357,161.2 | $65,393.62 | 22.41% |
Courtney Holt Compound Planning, Inc. | 3,662 | $263,814.11 | $313,137.62 | $49,323.51 | 18.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,837 | $363,720.34 | $411,145 | $47,424.66 | 13.04% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,345 | $114,324 | $114,849.55 | $525.55 | 0.46% |
Wesley W. Melbrod M Wealth Management, LLC | 26,311 | $1.62M | $2.26M | $634,700.6 | 39.17% |
Adam Jordan Paul R. Ried Financial Group, LLC | 117,691 | $8.06M | $10.05M | $1.99M | 24.69% |
| JS Jeffrey Socha Entrewealth LLC | 10,274 | $756,486.28 | $880,584.54 | $124,098.26 | 16.4% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,062 | $79,056.21 | $90,992.16 | $11,935.95 | 15.1% |