| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Henry Continuum Wealth Advisors LLC | 4,444 | $225,284.47 | $342,810.16 | $117,525.69 | 52.17% |
Johnathan Kasting DDFG Inc. | 74,900 | $4.35M | $5.78M | $1.42M | 32.68% |
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 30,642 | $1.88M | $2.36M | $479,612.61 | 25.46% |
Andrew Brady Brady Family Wealth LLC | 7,154 | $359,476.93 | $551,859.56 | $192,382.63 | 53.52% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 6,232 | $317,310.42 | $480,736.48 | $163,426.06 | 51.5% |
| PIL PFG Investments LLC PFG Investments LLC | 10,578 | $631,949.33 | $815,986.92 | $184,037.59 | 29.12% |
| JC Jared Calvert Buck Wealth Strategies LLC | 273,737 | $17.73M | $21.12M | $3.39M | 19.11% |
| SB Scott Boyce Decker Retirement Planning Inc. | 24,706 | $1.64M | $1.91M | $268,304.01 | 16.38% |
Brian Glas Noble Family Wealth, LLC | 4,516 | $289,164.5 | $348,364.24 | $59,199.74 | 20.47% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 796 | $46,497.58 | $61,403.44 | $14,905.86 | 32.06% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1.26M | $69.7M | $97.52M | $27.82M | 39.9% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 10,115 | $521,664.28 | $780,271.1 | $258,606.82 | 49.57% |
Alexandra Stickelman Root Financial Partners, LLC | 11,632 | $787,073.44 | $897,292.48 | $110,219.04 | 14% |
Able Financial Group LLC ABLE Financial Group, LLC | 5,187 | $364,024 | $400,125.18 | $36,101.18 | 9.92% |
Benjamin J. Jones National Wealth Management Group, LLC | 6,262 | $350,824.68 | $483,050.68 | $132,226 | 37.69% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 61,579 | $3.9M | $4.75M | $852,908.9 | 21.88% |
Courtney Holt Compound Planning, Inc. | 29,966 | $1.57M | $2.31M | $743,599.7 | 47.42% |
Katherine Stoner Empower Advisory Group, LLC | 4,895 | $296,516.99 | $377,600.3 | $81,083.31 | 27.35% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 383,559 | $20.06M | $29.59M | $9.53M | 47.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 73 | $4,970 | $5,631.22 | $661.22 | 13.3% |