| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 21,265 | $744,172.07 | $819,978.4 | $75,806.33 | 10.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 55,002 | $1.7M | $2.12M | $422,576.01 | 24.88% |
Jeffrey Gilbert Balboa Wealth Partners | 8,578 | $262,729.6 | $339,088.34 | $76,358.74 | 29.06% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 109,791 | $3.34M | $4.23M | $896,092.6 | 26.85% |
Christopher Casanega Sharper & Granite LLC | 7,378 | $244,802.02 | $284,495.68 | $39,693.66 | 16.21% |
Matthew Keyes Heritage Wealth Partners LLC | 7,245 | $214,541.42 | $279,367.2 | $64,825.78 | 30.22% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 52,653 | $1.9M | $2.03M | $132,728.75 | 6.99% |
Jill Batley Gateway Wealth Partners LLC | 114,892 | $3.85M | $4.43M | $576,706.34 | 14.97% |
Leigha Shepard Midwest Financial Group LLC | 74,091 | $2.15M | $2.86M | $707,095.26 | 32.89% |
Ian Laterreur Ergawealth Advisors Inc. | 76,640 | $2.35M | $3.03M | $682,573.85 | 29.08% |
| PIL PFG Investments LLC PFG Investments LLC | 6,623 | $260,085 | $255,382.88 | -$4,702.12 | -1.81% |
Benjamin J. Jones National Wealth Management Group, LLC | 14,513 | $569,926 | $559,621.28 | -$10,304.72 | -1.81% |
Elliot Kallen Prosperity Wealth Management, Inc. | 11,593 | $343,360.67 | $447,026.08 | $103,665.41 | 30.19% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 167,711 | $5.75M | $6.47M | $721,719.08 | 12.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 96,498 | $2.8M | $3.83M | $1.03M | 36.85% |
Andrea Butler Sequent Planning LLC | 327,898 | $12.88M | $13.05M | $177,065.38 | 1.38% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 16,033 | $602,836.9 | $618,232.48 | $15,395.58 | 2.55% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 476 | $17,914.48 | $18,354.56 | $440.08 | 2.46% |
Michael Stringer Lane & Associates LLC | 17,180 | $541,449.04 | $662,460.8 | $121,011.76 | 22.35% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,440 | $213,629 | $209,766.4 | -$3,862.6 | -1.81% |