| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,883 | $376,190.31 | $451,932.06 | $75,741.75 | 20.13% |
Bethany Wagner Level Financial Advisors | 6,174 | $292,512.54 | $480,707.64 | $188,195.1 | 64.34% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 21,222 | $1.49M | $1.65M | $157,783.37 | 10.56% |
Adam J. Peck Riverwater Partners LLC | 132,575 | $7.52M | $10.18M | $2.67M | 35.51% |
Bobby Adusumilli SJS Investment Consulting Inc. | 354 | $23,540.18 | $27,403.14 | $3,862.96 | 16.41% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 15,587 | $850,885.13 | $1.21M | $357,419.11 | 42.01% |
| WTM W. Travis McKinney HB Wealth Management LLC | 4,987 | $256,232.06 | $381,505.5 | $125,273.44 | 48.89% |
| TM Thomas Mason Mason & Associates Inc. | 14,356 | $933,459.72 | $1.1M | $164,774.28 | 17.65% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 30,967 | $1.7M | $2.37M | $668,553.41 | 39.27% |
Mark Mowrey Signature Resources Capital Management LLC | 2,136 | $134,344.81 | $161,246.64 | $26,901.83 | 20.02% |
Mariana Coli Dunhill Financial LLC | 5,286 | $351,919.38 | $404,696.16 | $52,776.78 | 15% |
| THL Team Hewins LLC Team Hewins LLC | 6,791 | $345,793.28 | $519,749.18 | $173,955.9 | 50.31% |
Kevin Kroskey True Wealth Design LLC | 2,546 | $127,381.93 | $197,085.86 | $69,703.93 | 54.72% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,365 | $80,036 | $104,552.17 | $24,516.17 | 30.63% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 384 | $19,953.07 | $29,412.48 | $9,459.41 | 47.41% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,945 | $233,955.51 | $302,167.27 | $68,211.76 | 29.16% |
Carrie Miller Trellis Wealth Advisors LLC | 8,550 | $410,239.42 | $665,703 | $255,463.58 | 62.27% |
Andy Bloom MB Generational Wealth, LLC | 6,361 | $404,351.16 | $484,676.39 | $80,325.23 | 19.87% |
Jennifer Lutz Trademark Financial Management, LLC | 3,073 | $199,655.54 | $234,147.23 | $34,491.69 | 17.28% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,499 | $127,380.69 | $190,478.53 | $63,097.84 | 49.53% |