| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 48,794 | $2.1M | $2.2M | $108,845.43 | 5.2% |
Matt Shibata Morling Financial Advisors LLC | 10,285 | $344,010.87 | $469,613.1 | $125,602.23 | 36.51% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 22,868 | $818,775.57 | $1.04M | $222,290.13 | 27.15% |
Joshua Moeller Hill Island Financial LLC | 203,314 | $8.1M | $9.17M | $1.08M | 13.28% |
John Gorlow Cardiff Park Advisors LLC | 7,570 | $261,511.06 | $342,921 | $81,409.94 | 31.13% |
Jay Richards Investment Advisory Group LLC | 12,274 | $341,045.36 | $559,142.07 | $218,096.71 | 63.95% |
Bill McVay Red Tortoise LLC | 5,051 | $152,989.22 | $227,951.63 | $74,962.41 | 49% |
Brett Lee Planning Center Inc. | 185,179 | $5.59M | $8.36M | $2.76M | 49.41% |
Sue Cox BetterWealth LLC | 29,011 | $941,121.98 | $1.3M | $355,669.72 | 37.79% |
Allison Tronnes Forum Financial Management LP | 269,201 | $8.5M | $12.19M | $3.69M | 43.45% |
| EM Erin Mccann Simplicity Wealth LLC | 82,737 | $3.53M | $3.72M | $195,161.28 | 5.53% |
Nicole Goff Retirement Solution LLC | 349,466 | $10.52M | $15.76M | $5.25M | 49.86% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 42,874 | $1.71M | $1.94M | $230,158.53 | 13.44% |
Lincoln Bach Delap Wealth Advisory LLC | 10,179 | $338,606.83 | $459,327.37 | $120,720.54 | 35.65% |
Sean Murray Quantum Financial Advisors LLC | 831,098 | $25.3M | $37.71M | $12.41M | 49.06% |
Janelle Anderson Grand Wealth Management LLC | 23,118 | $797,310.68 | $1.04M | $242,883.73 | 30.46% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 7,640 | $276,611.27 | $344,105.6 | $67,494.33 | 24.4% |
Mark Mowrey Signature Resources Capital Management LLC | 4,947 | $193,792.07 | $223,381.78 | $29,589.71 | 15.27% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 3,424 | $116,533.08 | $154,730.56 | $38,197.48 | 32.78% |
Mariana Coli Dunhill Financial LLC | 1,923 | $84,773.02 | $86,784.99 | $2,011.97 | 2.37% |