| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TT Thaddeus Toal RCS Financial Planning LLC | 13,050 | $404,785.21 | $657,720 | $252,934.79 | 62.49% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,206 | $104,851 | $112,770.72 | $7,919.72 | 7.55% |
Matthew C. Jessup Jessup Wealth Management Inc. | 143,021 | $5.89M | $7.17M | $1.28M | 21.76% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 21,113 | $654,192.79 | $1.06M | $409,902.41 | 62.66% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,314 | $205,044 | $217,425.6 | $12,381.6 | 6.04% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 11,349 | $426,722 | $571,989.6 | $145,267.6 | 34.04% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 65,991 | $2.05M | $3.33M | $1.27M | 62.13% |
Paul L. Moffat Arista Wealth Management LLC | 50,852 | $1.66M | $2.56M | $899,689.32 | 54.09% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 29,593 | $1.04M | $1.49M | $453,337.62 | 43.67% |
Jesse Haller Compass Financial Group Inc./SD | 8,457 | $272,025.67 | $432,321.84 | $160,296.17 | 58.93% |
Neil Christ Oak Hill Wealth Advisors LLC | 7,966 | $258,810.98 | $401,486.4 | $142,675.42 | 55.13% |
Moises Valladares Insigneo Advisory Services LLC | 6,086 | $192,698.12 | $305,273.76 | $112,575.64 | 58.42% |
John Canning Mi LLCreek Capital Advisors LLC | 9,776 | $307,685.45 | $492,710.4 | $185,024.95 | 60.13% |
Robert B. LaRue Owen LaRue LLC | 4,543 | $215,941 | $228,967.2 | $13,026.2 | 6.03% |
Jeffrey Rosenthal Viawealth LLC | 8,271 | $267,876.1 | $414,542.52 | $146,666.42 | 54.75% |
Richard W. Lowrie Park Edge Advisors LLC | 9,332 | $289,105.68 | $470,332.8 | $181,227.12 | 62.69% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,638 | $260,625.05 | $384,955.2 | $124,330.15 | 47.7% |
Vickie Chrisman LMG Wealth Partners LLC | 7,901 | $249,539.4 | $395,682.08 | $146,142.68 | 58.56% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,193 | $90,060.63 | $110,527.2 | $20,466.57 | 22.73% |
Paul B. Ordonio Park Place Capital Corp. | 945 | $29,380.12 | $47,401.2 | $18,021.08 | 61.34% |