| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Dennis Wallace Fortune Financial Advisors LLC | 13,751 | $1.09M | $1.28M | $183,864.25 | 16.8% |
Bree Pate Olisti Co. Wealth LLC | 43 | $3,170 | $3,992.12 | $822.12 | 25.93% |
| PL Phong Liao Forge First Asset Management Inc. | 54,411 | $4.31M | $5.06M | $748,107.99 | 17.36% |
Amy Ardeel Icon Wealth Advisors LLC | 3,181 | $247,433.95 | $296,405.58 | $48,971.63 | 19.79% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,457 | $347,534.19 | $415,303.26 | $67,769.07 | 19.5% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 821 | $64,370 | $76,500.78 | $12,130.78 | 18.85% |
Jesse Ellington Dover Advisors LLC | 5,916 | $445,969.89 | $551,252.88 | $105,282.99 | 23.61% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 4,540 | $359,886 | $423,037.2 | $63,151.2 | 17.55% |
Jeffrey Rosenthal Viawealth LLC | 5,921 | $459,930.55 | $551,629.96 | $91,699.41 | 19.94% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 67,513 | $4.99M | $6.29M | $1.3M | 26.08% |
| VC Vickie Chrisman LMG Wealth Partners LLC | 3,364 | $271,688.89 | $313,407.06 | $41,718.17 | 15.36% |
Kevin Kroskey True Wealth Design LLC | 76 | $5,706.78 | $7,061.16 | $1,354.38 | 23.73% |
Jill Batley Gateway Wealth Partners LLC | 3,003 | $236,139 | $279,774.49 | $43,635.49 | 18.48% |
Leigha Shepard Midwest Financial Group LLC | 6,275 | $506,866.01 | $584,610.37 | $77,744.36 | 15.34% |
| PIL PFG Investments LLC PFG Investments LLC | 3,090 | $244,883.04 | $286,628.4 | $41,745.36 | 17.05% |
| DD Damir Durkovic Entropy Technologies, LP | 44,997 | $3.45M | $4.17M | $721,250.01 | 20.89% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 129 | $11,178 | $11,966.04 | $788.04 | 7.05% |
Alexandra Stickelman Root Financial Partners, LLC | 765 | $58,690.58 | $70,961.4 | $12,270.82 | 20.91% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,036 | $244,443.89 | $281,619.36 | $37,175.47 | 15.21% |
Courtney Holt Compound Planning, Inc. | 10,742 | $856,293.76 | $996,427.92 | $140,134.16 | 16.37% |