| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WF Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 4,743 | $219,885.48 | $223,039.57 | $3,154.09 | 1.43% |
John Gorlow Cardiff Park Advisors LLC | 1,628 | $50,105.55 | $77,427.68 | $27,322.13 | 54.53% |
Jay Richards Investment Advisory Group LLC | 20,053 | $499,921.29 | $953,720.68 | $453,799.39 | 90.77% |
Bill McVay Red Tortoise LLC | 4,765 | $127,414.47 | $226,671.05 | $99,256.58 | 77.9% |
Brett Lee Planning Center Inc. | 184,743 | $5.28M | $8.79M | $3.51M | 66.53% |
| SC Sue Cox BetterWealth LLC | 55,184 | $1.52M | $2.63M | $1.11M | 73.19% |
Allison Tronnes Forum Financial Management LP | 449,583 | $14.03M | $21.36M | $7.33M | 52.23% |
| WJ William Jollie Quent Capital LLC | 5 | $212.35 | $237.8 | $25.45 | 11.98% |
| EM Erin Mccann Simplicity Wealth LLC | 297,206 | $12.84M | $14.12M | $1.29M | 10.01% |
| NG Nicole Goff Retirement Solution LLC | 5.47M | $147.65M | $259.73M | $112.09M | 75.92% |
| TM Thomas Mason Mason & Associates Inc. | 33,517 | $1.45M | $1.59M | $139,535.4 | 9.6% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 7,230 | $276,267.17 | $343,858.8 | $67,591.63 | 24.47% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 30,778 | $1.17M | $1.46M | $287,859.32 | 24.53% |
| SM Sean Murray Quantum Financial Advisors LLC | 2.38M | $69.88M | $113.42M | $43.54M | 62.31% |
| VC Vito Collacuro Sutton Place Investors LLC | 6,291 | $217,466.23 | $299,860.51 | $82,394.28 | 37.89% |
| JA Janelle Anderson Grand Wealth Management LLC | 7,148 | $269,355.88 | $341,102.56 | $71,746.68 | 26.64% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 17,463 | $548,113.96 | $833,334.36 | $285,220.4 | 52.04% |
Mark Mowrey Signature Resources Capital Management LLC | 18,055 | $748,886.1 | $850,300.22 | $101,414.12 | 13.54% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 7,958 | $294,311.1 | $379,755.76 | $85,444.66 | 29.03% |
Mariana Coli Dunhill Financial LLC | 755 | $31,542.09 | $36,028.6 | $4,486.51 | 14.22% |