| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SM Sarah Moore BOS Asset Management LLC | 4,005 | $255,412.26 | $324,525.15 | $69,112.89 | 27.06% |
Andrew Hass RF&L Wealth Management LLC | 91,061 | $4.71M | $7.38M | $2.67M | 56.59% |
David Gutierrez Gutierrez Wealth Advisory LLC | 3,663 | $260,529 | $296,812.89 | $36,283.89 | 13.93% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,724 | $173,540.7 | $226,609.56 | $53,068.86 | 30.58% |
Kevin Kroskey True Wealth Design LLC | 1,649 | $86,902.64 | $133,618.47 | $46,715.83 | 53.76% |
Jill Batley Gateway Wealth Partners LLC | 9,258 | $608,453.63 | $750,175.73 | $141,722.1 | 23.29% |
Benjamin Cannon Tillman Hartley LLC | 342,420 | $18.63M | $28.49M | $9.86M | 52.94% |
Brett Carleton Heritage Wealth Management Inc./Texas | 426,641 | $23.75M | $35.62M | $11.87M | 49.97% |
Courtney Gooding Bush Investment Group LLC | 92,130 | $6.42M | $7.47M | $1.05M | 16.31% |
Nicholas Brown Granite Harbor Advisors Inc. | 159,251 | $9.76M | $12.9M | $3.14M | 32.21% |
Pavin White 25 LLC | 11,118 | $569,602.23 | $900,891.53 | $331,289.3 | 58.16% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 13,296 | $704,669.89 | $1.08M | $372,704.98 | 52.89% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 102,255 | $6.38M | $8.64M | $2.26M | 35.34% |
Ann Reilley Alpha Financial Advisors LLC | 90,155 | $4.62M | $7.56M | $2.93M | 63.41% |
Nicole Renaux Pioneer Wealth Management Group | 174,600 | $10.8M | $14.15M | $3.34M | 30.94% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,688 | $109,856 | $136,778.64 | $26,922.64 | 24.51% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 25,908 | $1.45M | $2.1M | $653,880.59 | 45.24% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 295,304 | $18.74M | $23.93M | $5.19M | 27.68% |
Alexandra Stickelman Root Financial Partners, LLC | 2.33M | $167.1M | $188.77M | $21.67M | 12.97% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 10,678 | $743,936.27 | $865,238.33 | $121,302.06 | 16.31% |