| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 107,731 | $10.39M | $13.51M | $3.12M | 30% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 1,878 | $207,463 | $235,454.25 | $27,991.25 | 13.49% |
David W. Young III Clarion Wealth Managment Partners LLC | 1,823 | $201,352 | $228,458.36 | $27,106.36 | 13.46% |
Allison Brecher Vestwell Advisors LLC | 361 | $39,983 | $45,240.52 | $5,257.52 | 13.15% |
Sara Amparan Prospera Capital Management LLC | 7,300 | $709,852.13 | $914,836 | $204,983.87 | 28.88% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 2,093 | $231,219 | $262,294.76 | $31,075.76 | 13.44% |
Base Wealth Management LLC Base Wealth Management LLC | 2,432 | $212,456.22 | $304,912 | $92,455.78 | 43.52% |
Bonnie Courtney Cambridge Financial Group LLC | 7,727 | $775,476.7 | $964,831.85 | $189,355.15 | 24.42% |
IFS Group LLC IFS Group LLC | 3,507 | $350,419.44 | $439,690.12 | $89,270.68 | 25.48% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 317 | $32,467.44 | $39,767.65 | $7,300.21 | 22.48% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,998 | $441,659.52 | $499,210.27 | $57,550.75 | 13.03% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 244 | $30,430 | $30,609.8 | $179.8 | 0.59% |
David K. Gilmore Equity Wealth Partners LLC | 15,053 | $1.5M | $1.89M | $390,174.46 | 26.04% |