| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob B. Rue Shore Point Advisors LLC | 9,225 | $342,992.47 | $442,338.75 | $99,346.28 | 28.96% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 46,359 | $1.71M | $2.22M | $513,526.93 | 30.07% |
Joshua Moeller Hill Island Financial LLC | 41,414 | $1.64M | $1.99M | $346,147.7 | 21.08% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 4,743 | $219,885.48 | $227,355.7 | $7,470.22 | 3.4% |
John Gorlow Cardiff Park Advisors LLC | 2,132 | $73,470.99 | $101,771.02 | $28,300.03 | 38.52% |
Jay Richards Investment Advisory Group LLC | 20,053 | $499,921.29 | $961,541.35 | $461,620.06 | 92.34% |
Bill McVay Red Tortoise LLC | 4,765 | $127,414.47 | $226,885.47 | $99,471 | 78.07% |
Brett Lee Planning Center Inc. | 186,762 | $5.37M | $8.95M | $3.58M | 66.7% |
W. Travis McKinney HB Wealth Management LLC | 14,521 | $673,193.56 | $697,443.63 | $24,250.07 | 3.6% |
Sue Cox BetterWealth LLC | 59,834 | $1.73M | $2.85M | $1.12M | 64.58% |
Allison Tronnes Forum Financial Management LP | 471,383 | $15.04M | $22.54M | $7.5M | 49.85% |
William Jollie Quent Capital LLC | 5 | $212.35 | $240.15 | $27.8 | 13.09% |
| EM Erin Mccann Simplicity Wealth LLC | 319,712 | $13.88M | $15.33M | $1.45M | 10.46% |
Nicole Goff Retirement Solution LLC | 5.48M | $148.2M | $263.15M | $114.95M | 77.56% |
Thomas Mason Mason & Associates Inc. | 36,097 | $1.57M | $1.74M | $163,271.08 | 10.38% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 7,230 | $276,267.17 | $346,570.05 | $70,302.88 | 25.45% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 32,886 | $1.28M | $1.57M | $292,622.71 | 22.93% |
Sean Murray Quantum Financial Advisors LLC | 2.38M | $69.88M | $113.67M | $43.79M | 62.67% |
Vito Collacuro Sutton Place Investors LLC | 6,202 | $214,403.74 | $298,254.18 | $83,850.44 | 39.11% |
Janelle Anderson Grand Wealth Management LLC | 11,173 | $455,954.88 | $535,130.83 | $79,175.95 | 17.36% |