| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 22,097 | $786,085.17 | $1.02M | $229,051.01 | 29.14% |
Joshua Moeller Hill Island Financial LLC | 203,314 | $8.1M | $9.61M | $1.51M | 18.67% |
John Gorlow Cardiff Park Advisors LLC | 7,570 | $261,511.06 | $359,915.65 | $98,404.59 | 37.63% |
Jay Richards Investment Advisory Group LLC | 12,274 | $341,045.36 | $563,867.56 | $222,822.2 | 65.34% |
Bill McVay Red Tortoise LLC | 5,051 | $152,989.22 | $232,042.94 | $79,053.72 | 51.67% |
Brett Lee Planning Center Inc. | 185,179 | $5.59M | $8.51M | $2.91M | 52.11% |
Sue Cox BetterWealth LLC | 26,765 | $839,670.16 | $1.23M | $389,913.94 | 46.44% |
Allison Tronnes Forum Financial Management LP | 269,201 | $8.5M | $12.37M | $3.87M | 45.48% |
| EM Erin Mccann Simplicity Wealth LLC | 82,737 | $3.53M | $3.8M | $272,106.69 | 7.71% |
Nicole Goff Retirement Solution LLC | 349,466 | $10.52M | $16.52M | $6M | 57.04% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 41,988 | $1.67M | $1.93M | $256,997.13 | 15.37% |
Lincoln Bach Delap Wealth Advisory LLC | 10,255 | $341,322.7 | $471,114.7 | $129,792 | 38.03% |
Sean Murray Quantum Financial Advisors LLC | 831,098 | $25.3M | $38.18M | $12.88M | 50.93% |
Janelle Anderson Grand Wealth Management LLC | 23,118 | $797,310.68 | $1.09M | $295,477.18 | 37.06% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 7,640 | $276,611.27 | $350,981.6 | $74,370.33 | 26.89% |
Mark Mowrey Signature Resources Capital Management LLC | 4,947 | $193,792.07 | $227,265.18 | $33,473.11 | 17.27% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 3,424 | $116,533.08 | $162,263.36 | $45,730.28 | 39.24% |
Mariana Coli Dunhill Financial LLC | 1,923 | $84,773.02 | $90,842.52 | $6,069.5 | 7.16% |
Rebecca Sierp WPWealth LLP | 15,597 | $555,842.25 | $736,802.28 | $180,960.03 | 32.56% |
Matthew Zienty Cardinal Point Capital Management ULC | 73,261 | $2.48M | $3.37M | $886,960.67 | 35.78% |