| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laurel Steward Mattson Financial Services, LLC | 4,762 | $543,454 | $560,487.4 | $17,033.4 | 3.13% |
Gregory A. Brown Brown Financial Advisors | 3,641 | $421,354.49 | $429,455.95 | $8,101.46 | 1.92% |
Nicholas Munoz IronOak Wealth LLC. | 39,789 | $4.48M | $4.68M | $199,740.3 | 4.46% |
Code Waechter LLC Code Waechter LLC | 1,933 | $226,335 | $227,514.1 | $1,179.1 | 0.52% |
Jared Machen BWM Planning LLC | 31,588 | $3.46M | $3.72M | $257,369.74 | 7.44% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 6,270 | $719,640.11 | $737,979 | $18,338.89 | 2.55% |
Christopher H. Gardner Parkwoods Wealth Partners LLC | 11,556 | $1.31M | $1.36M | $47,749.65 | 3.64% |
Nate Raabe Rx3 Growth Partners | 42,150 | $4.79M | $4.96M | $170,334.87 | 3.56% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 7,429 | $841,111.33 | $874,393.3 | $33,281.97 | 3.96% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 8,332 | $975,594 | $981,676.24 | $6,082.24 | 0.62% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 8,627 | $998,534.8 | $1.02M | $16,863.1 | 1.69% |
Elizabeth Arce Sovran Advisors LLC | 3,132 | $368,323 | $368,636.4 | $313.4 | 0.09% |
Camaron Barta BXM Wealth LLC | 21,090 | $2.43M | $2.48M | $54,834 | 2.26% |
| AC Andrew Carter Panoramic Capital Partners LLC | 1,973 | $231,019 | $232,320.75 | $1,301.75 | 0.56% |
| RZ Rich Zeitz Bravias Capital Group LLC | 230,369 | $25.62M | $27.11M | $1.5M | 5.84% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 54,112 | $6.28M | $6.37M | $91,301.31 | 1.45% |
| MS Michael Schupak Astra Wealth Partners LLC | 53,128 | $6M | $6.26M | $261,428.08 | 4.36% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 3,738 | $437,682 | $439,962.6 | $2,280.6 | 0.52% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 7,221 | $839,729.94 | $849,911.7 | $10,181.76 | 1.21% |
| CB Chris Benson L.K. Benson & Company P.C. | 3,628 | $401,626.16 | $427,015.6 | $25,389.44 | 6.32% |