| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 8,578 | $262,729.6 | $334,241.77 | $71,512.17 | 27.22% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 117,411 | $3.49M | $4.57M | $1.09M | 31.11% |
Christopher Casanega Sharper & Granite LLC | 7,378 | $244,802.02 | $288,553.58 | $43,751.56 | 17.87% |
Matthew Keyes Heritage Wealth Partners LLC | 7,245 | $214,541.42 | $281,939.17 | $67,397.75 | 31.41% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 47,788 | $1.71M | $1.86M | $154,818.44 | 9.07% |
Jill Batley Gateway Wealth Partners LLC | 114,892 | $3.85M | $4.47M | $619,790.84 | 16.08% |
Leigha Shepard Midwest Financial Group LLC | 72,932 | $2.1M | $2.84M | $735,267.66 | 34.94% |
| IL Ian Laterreur Ergawealth Advisors Inc. | 91,620 | $2.8M | $3.57M | $765,118.27 | 27.31% |
Benjamin J. Jones National Wealth Management Group, LLC | 14,513 | $569,926 | $560,492.06 | -$9,433.94 | -1.66% |
Elliot Kallen Prosperity Wealth Management, Inc. | 11,593 | $343,360.67 | $450,735.84 | $107,375.17 | 31.27% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 167,711 | $5.75M | $6.56M | $813,960.13 | 14.17% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 103,806 | $2.99M | $4.04M | $1.04M | 34.87% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,779 | $239,434 | $263,330.25 | $23,896.25 | 9.98% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 227 | $8,136 | $8,815.54 | $679.54 | 8.35% |
Michael Stringer Lane & Associates LLC | 17,180 | $541,449.04 | $667,185.3 | $125,736.26 | 23.22% |
Craig Small Symphony Financial Services, Inc. | 10,985 | $354,659.99 | $426,327.85 | $71,667.86 | 20.21% |
Matthew Richmond Richmond Investment Services, LLC | 130,904 | $4.28M | $5.08M | $802,228.92 | 18.75% |
Nathan Edwards IMG Wealth Management, Inc. | 287,580 | $9.18M | $11.17M | $1.99M | 21.63% |
Chris Bulman Inc. Chris Bulman Inc | 17,699 | $622,820.55 | $686,898.19 | $64,077.64 | 10.29% |
Sherod Bigelow Seros Financial LLC | 272,124 | $8.46M | $10.55M | $2.09M | 24.68% |