| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 45,158 | $1.66M | $2.13M | $470,281.49 | 28.35% |
Joshua Moeller Hill Island Financial LLC | 41,414 | $1.64M | $2.02M | $377,228.91 | 22.97% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 4,743 | $219,885.48 | $223,603.99 | $3,718.51 | 1.69% |
John Gorlow Cardiff Park Advisors LLC | 2,132 | $73,470.99 | $104,222.82 | $30,751.83 | 41.86% |
Jay Richards Investment Advisory Group LLC | 20,053 | $499,921.29 | $945,378.63 | $445,457.34 | 89.11% |
Bill McVay Red Tortoise LLC | 4,765 | $127,414.47 | $224,641.16 | $97,226.69 | 76.31% |
Brett Lee Planning Center Inc. | 186,762 | $5.37M | $8.8M | $3.43M | 63.97% |
Sue Cox BetterWealth LLC | 57,685 | $1.63M | $2.72M | $1.09M | 66.67% |
Allison Tronnes Forum Financial Management LP | 471,383 | $15.04M | $22.22M | $7.18M | 47.73% |
William Jollie Quent Capital LLC | 5 | $212.35 | $244.3 | $31.95 | 15.05% |
| EM Erin Mccann Simplicity Wealth LLC | 319,712 | $13.88M | $15.07M | $1.19M | 8.59% |
Nicole Goff Retirement Solution LLC | 5.48M | $148.2M | $267.1M | $118.9M | 80.23% |
Thomas Mason Mason & Associates Inc. | 36,097 | $1.57M | $1.7M | $129,123.32 | 8.21% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 7,230 | $276,267.17 | $340,851.12 | $64,583.95 | 23.38% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 30,454 | $1.16M | $1.44M | $274,072.5 | 23.59% |
Sean Murray Quantum Financial Advisors LLC | 2.38M | $69.88M | $112.18M | $42.3M | 60.54% |
Vito Collacuro Sutton Place Investors LLC | 6,202 | $214,403.74 | $292,387.09 | $77,983.35 | 36.37% |
Janelle Anderson Grand Wealth Management LLC | 11,173 | $455,954.88 | $544,745.2 | $88,790.32 | 19.47% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 16,816 | $530,890.83 | $792,773.5 | $261,882.67 | 49.33% |
Mark Mowrey Signature Resources Capital Management LLC | 18,313 | $760,916.45 | $863,348.07 | $102,431.62 | 13.46% |