| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loyd Stegent Stegent Equity Advisors Inc. | 6,606 | $252,283.14 | $309,755.34 | $57,472.2 | 22.78% |
Lindsey Seagraves Carson Advisory Inc. | 24,439 | $905,857.26 | $1.18M | $271,124.98 | 29.93% |
Caroline Jankowski Operose Advisors LLC | 2,750 | $125,675 | $132,605 | $6,930 | 5.51% |
Lonny Elfenbein West Michigan Advisors LLC | 339,021 | $12.32M | $15.9M | $3.57M | 29% |
| JN John Nunn Paradigm Capital Management LLC/NV | 8,901 | $406,775.7 | $431,253.45 | $24,477.75 | 6.02% |
Michelle McCarthy Vantage Financial Partners LLC | 445,138 | $18.38M | $20.87M | $2.49M | 13.56% |
Michael O'Connor Capasso Planning Partners LLC | 11,157 | $432,776.9 | $539,998.8 | $107,221.9 | 24.78% |
| LWL Leo Wealth LLC Leo Wealth LLC | 141,847 | $6.33M | $6.65M | $321,550.24 | 5.08% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 28,125 | $1.15M | $1.32M | $165,868.75 | 14.39% |
David T. Morgan High Net Worth Advisory Group LLC | 8,783 | $350,321.77 | $411,834.87 | $61,513.1 | 17.56% |
| DW Darren Woolson Asset Allocation Strategies LLC | 5,845 | $215,874.14 | $282,898 | $67,023.86 | 31.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 125,545 | $4.82M | $5.89M | $1.07M | 22.24% |
| LV Leah Vaden Redwood Financial Network Corp. | 21,424 | $926,373.2 | $1.03M | $101,978.8 | 11.01% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 412,651 | $16.8M | $19.35M | $2.55M | 15.2% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 441,039 | $19.64M | $20.68M | $1.04M | 5.31% |
Brian Dechow SWAN Capital LLC | 312 | $13,725.54 | $15,044.64 | $1,319.1 | 9.61% |
Victoria Latham Fiduciary Alliance LLC | 9,039 | $413,290.21 | $423,838.71 | $10,548.5 | 2.55% |
Loni Adams Daymark Wealth Partners LLC | 9,888 | $451,882 | $463,648.32 | $11,766.32 | 2.6% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,551 | $470,258 | $508,769.22 | $38,511.22 | 8.19% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 27,698 | $1.26M | $1.3M | $34,584.34 | 2.74% |