| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,479 | $350,327.26 | $422,650.06 | $72,322.8 | 20.64% |
Taylor Wagner Valued Wealth Advisors LLC | 2,729 | $167,397.02 | $210,515.06 | $43,118.04 | 25.76% |
Steven JE Manders BKM Wealth Management, LLC | 6,549 | $358,563.01 | $505,189.86 | $146,626.85 | 40.89% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,018 | $256,342.38 | $309,948.52 | $53,606.14 | 20.91% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 6,349 | $443,015.42 | $489,761.86 | $46,746.44 | 10.55% |
Julie Beswick Advantage Trust Co | 503 | $38,122 | $38,801.42 | $679.42 | 1.78% |
Cody Gehman Stonebridge Financial Group, LLC | 825,225 | $51.13M | $63.66M | $12.52M | 24.49% |
Kevin Stillman Evernest Financial Advisors, LLC | 11,797 | $651,075.99 | $910,020.58 | $258,944.59 | 39.77% |
Emily Priebe Priebe Wealth Holdings LLC | 14,128 | $760,375.03 | $1.09M | $329,458.89 | 43.33% |
Andrea Butler Sequent Planning LLC | 17,518 | $1.04M | $1.35M | $314,890.94 | 30.38% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 109 | $7,567 | $8,408.26 | $841.26 | 11.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 50,141 | $3.22M | $3.87M | $650,841.24 | 20.23% |
Craig Silberg EVERPAR ADVISORS LLC | 14,233 | $992,929.46 | $1.1M | $105,004.16 | 10.58% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 32,009 | $1.88M | $2.47M | $594,030.18 | 31.68% |
Carol Smith Access Investment Management LLC | 760 | $48,595 | $58,626.4 | $10,031.4 | 20.64% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 17,295 | $939,426.99 | $1.33M | $394,709.31 | 42.02% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 79,341 | $4.7M | $6.12M | $1.42M | 30.31% |
Adam Colby Wealth Group Ltd | 100,102 | $5.62M | $7.72M | $2.11M | 37.48% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 19,370 | $1.28M | $1.49M | $214,755.66 | 16.79% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,944 | $727,563.23 | $998,500.16 | $270,936.93 | 37.24% |