| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 1.11M | $34.33M | $48.88M | $14.55M | 42.38% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 9,232 | $319,335 | $409,993.12 | $90,658.12 | 28.39% |
Jessica Vickery BlueChip Wealth Advisors LLC | 5,461 | $159,624.34 | $242,659.53 | $83,035.19 | 52.02% |
Mark VanderPol VanderPol Investments L.L.C. | 17,074 | $527,297.75 | $758,683.19 | $231,385.44 | 43.88% |
Michael Bailey MGB Wealth Management, LLC | 25,871 | $759,928.1 | $1.14M | $382,532.67 | 50.34% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 61,978 | $1.82M | $2.74M | $921,994.64 | 50.75% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 8,089 | $314,338.54 | $359,434.71 | $45,096.17 | 14.35% |
Douglas E. Morisoli Fairman Group, LLC | 10,674 | $313,583.75 | $471,684.06 | $158,100.31 | 50.42% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 729,792 | $28.36M | $32.25M | $3.89M | 13.73% |
Thaddeus Gilliam Verisail Partners, LLC | 2.18M | $75.35M | $96.73M | $21.38M | 28.37% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 32,713 | $782,011.02 | $1.45M | $663,576.45 | 84.86% |
| WL Wealthcollab LLC WealthCollab, LLC | 71,464 | $2.09M | $3.15M | $1.06M | 50.74% |
Ian Jameson American Capital Advisory, LLC | 724,910 | $21.97M | $31.94M | $9.97M | 45.35% |
Michael Stringer Lane & Associates LLC | 35,848 | $982,294.04 | $1.59M | $610,611.84 | 62.16% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 60,639 | $2.24M | $2.69M | $456,154.78 | 20.38% |
Joel W. Lake Capstone Wealth Management, LLC | 393,120 | $13.6M | $17.47M | $3.86M | 28.4% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 70,976 | $2.45M | $3.14M | $688,164.63 | 28.11% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 91,829 | $2.91M | $4.06M | $1.15M | 39.4% |
Andrew Panko Tenon Financial LLC | 9,566 | $312,510.01 | $425,065.21 | $112,555.2 | 36.02% |
James J. Karabas Embree Financial Group | 6,897 | $202,495.04 | $304,778.43 | $102,283.39 | 50.51% |