| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 12,274 | $341,045.36 | $560,430.84 | $219,385.48 | 64.33% |
Bill McVay Red Tortoise LLC | 5,051 | $152,989.22 | $229,113.36 | $76,124.14 | 49.76% |
Brett Lee Planning Center Inc. | 181,791 | $5.44M | $8.3M | $2.86M | 52.58% |
| SC Sue Cox BetterWealth LLC | 26,243 | $816,174.94 | $1.19M | $374,207.54 | 45.85% |
Allison Tronnes Forum Financial Management LP | 263,782 | $8.26M | $11.95M | $3.69M | 44.75% |
| EM Erin Mccann Simplicity Wealth LLC | 76,056 | $3.23M | $3.45M | $217,978.07 | 6.75% |
| NG Nicole Goff Retirement Solution LLC | 350,032 | $10.54M | $15.86M | $5.32M | 50.53% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 30,100 | $1.14M | $1.36M | $227,596.77 | 20.04% |
Lincoln Bach Delap Wealth Advisory LLC | 10,255 | $341,322.7 | $463,987.47 | $122,664.77 | 35.94% |
| SM Sean Murray Quantum Financial Advisors LLC | 831,098 | $25.3M | $37.76M | $12.46M | 49.25% |
| JA Janelle Anderson Grand Wealth Management LLC | 19,131 | $617,855.81 | $869,121.33 | $251,265.52 | 40.67% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 7,468 | $268,854.34 | $339,271.24 | $70,416.9 | 26.19% |
Mark Mowrey Signature Resources Capital Management LLC | 4,914 | $192,303.88 | $221,965.38 | $29,661.5 | 15.42% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 3,405 | $115,677.89 | $154,689.15 | $39,011.26 | 33.72% |
Mariana Coli Dunhill Financial LLC | 932 | $39,881.7 | $42,340.76 | $2,459.06 | 6.17% |
| RS Rebecca Sierp WPWealth LLP | 15,462 | $549,753.73 | $701,356.32 | $151,602.59 | 27.58% |
Matthew Zienty Cardinal Point Capital Management ULC | 73,252 | $2.48M | $3.31M | $830,549.07 | 33.51% |
Christopher D. Rich EnRich Financial Partners LLC | 11,791 | $405,219.44 | $535,665.13 | $130,445.69 | 32.19% |
Brian Matter Creative Capital Management Investments LLC | 46,433 | $1.75M | $2.11M | $356,609.55 | 20.34% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 10,700 | $297,314.61 | $486,101 | $188,786.39 | 63.5% |