| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 9,432 | $280,133.31 | $508,950.72 | $228,817.41 | 81.68% |
Scott Boyce Decker Retirement Planning Inc. | 137 | $7,091 | $7,040.43 | -$50.57 | -0.71% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 6,570 | $315,136.15 | $340,227.45 | $25,091.3 | 7.96% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 4,504 | $197,888.07 | $233,127.04 | $35,238.97 | 17.81% |
Gregory Bosch Strategies Wealth Advisors, LLC | 5,039 | $212,354.1 | $271,904.44 | $59,550.34 | 28.04% |
Brett Pohl Invera Wealth Advisors, LLC | 7,599 | $386,228.16 | $390,512.61 | $4,284.45 | 1.11% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 17,863 | $947,206.6 | $917,979.57 | -$29,227.03 | -3.09% |
Alexandra Stickelman Root Financial Partners, LLC | 16,151 | $738,500.03 | $829,999.89 | $91,499.86 | 12.39% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 12,524 | $605,817.69 | $643,858.84 | $38,041.15 | 6.28% |
Able Financial Group LLC ABLE Financial Group, LLC | 11,052 | $380,747.42 | $596,365.92 | $215,618.5 | 56.63% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 28,161 | $1.01M | $1.45M | $437,882.47 | 43.38% |
Eugene Donato KENNEDY INVESTMENT GROUP | 47,236 | $1.56M | $2.43M | $870,843.61 | 55.94% |
Jorge Paganin Abacus Wealth Partners, LLC | 10,943 | $601,865 | $562,360.77 | -$39,504.23 | -6.56% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 46,757 | $1.72M | $2.52M | $801,305.95 | 46.54% |
Staci Compagno Portside Wealth Group, LLC | 61,540 | $2.18M | $3.16M | $981,954.03 | 45.03% |
Courtney Holt Compound Planning, Inc. | 169,796 | $6.76M | $8.79M | $2.03M | 29.95% |
Katherine Stoner Empower Advisory Group, LLC | 2.02M | $61.71M | $104.01M | $42.29M | 68.54% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 28,505 | $852,613.83 | $1.54M | $685,515.97 | 80.4% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,507 | $215,053.13 | $284,822.04 | $69,768.91 | 32.44% |
Scott Kapusta First County Bank /CT/ | 3,900 | $221,732.56 | $210,444 | -$11,288.56 | -5.09% |