| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 53,238 | $1.63M | $2.13M | $503,765.48 | 30.97% |
Timothy Gerlach Novem Group | 21,265 | $744,172.07 | $849,111.45 | $104,939.38 | 14.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 55,002 | $1.7M | $2.22M | $523,229.67 | 30.81% |
Jeffrey Gilbert Balboa Wealth Partners | 8,578 | $262,729.6 | $341,919.08 | $79,189.48 | 30.14% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 109,791 | $3.34M | $4.42M | $1.08M | 32.31% |
Christopher Casanega Sharper & Granite LLC | 7,378 | $244,802.02 | $297,739.19 | $52,937.17 | 21.62% |
Matthew Keyes Heritage Wealth Partners LLC | 7,245 | $214,541.42 | $291,357.67 | $76,816.25 | 35.8% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 52,653 | $1.9M | $2.12M | $226,451.09 | 11.93% |
Jill Batley Gateway Wealth Partners LLC | 65,331 | $2.31M | $2.6M | $296,610.38 | 12.85% |
Leigha Shepard Midwest Financial Group LLC | 74,712 | $2.18M | $3.02M | $843,348.03 | 38.77% |
Ian Laterreur Ergawealth Advisors Inc. | 76,640 | $2.35M | $3.08M | $733,156.25 | 31.24% |
| PIL PFG Investments LLC PFG Investments LLC | 6,623 | $260,085 | $266,774.44 | $6,689.44 | 2.57% |
Benjamin J. Jones National Wealth Management Group, LLC | 14,513 | $569,926 | $581,681.04 | $11,755.04 | 2.06% |
Elliot Kallen Prosperity Wealth Management, Inc. | 11,593 | $343,360.67 | $463,835.93 | $120,475.26 | 35.09% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 163,068 | $5.6M | $6.59M | $983,645.17 | 17.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,197 | $204,086 | $209,906.83 | $5,820.83 | 2.85% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 96,498 | $2.8M | $3.87M | $1.07M | 38.37% |
Cody Gehman Stonebridge Financial Group, LLC | 18,045 | $731,183 | $722,431.57 | -$8,751.43 | -1.2% |
Andrea Butler Sequent Planning LLC | 327,898 | $12.88M | $13.13M | $250,842.43 | 1.95% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 16,033 | $602,836.9 | $640,678.68 | $37,841.78 | 6.28% |