| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BS Barrett Schultz Ashton Thomas Securities LLC | 9,310 | $804,012 | $880,726 | $76,714 | 9.54% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,667 | $230,322.12 | $251,938.15 | $21,616.03 | 9.39% |
Jeff Ameen Spire Wealth Management | 9,912 | $599,317.4 | $935,886.08 | $336,568.68 | 56.16% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,963 | $491,649.96 | $658,038.31 | $166,388.35 | 33.84% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,800 | $244,649.6 | $359,532.82 | $114,883.22 | 46.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,166 | $214,246.23 | $299,424.45 | $85,178.22 | 39.76% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 83,013 | $5.84M | $7.85M | $2.01M | 34.47% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 245,116 | $15.44M | $23.17M | $7.73M | 50.08% |
Jordan Szekely Cherrydale Wealth Management LLC | 18,789 | $1.23M | $1.79M | $562,010.63 | 45.88% |
Katherine Saltonstall Sandy Cove Advisors LLC | 4,997 | $323,683.38 | $472,591.27 | $148,907.89 | 46% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 3,978 | $248,891.9 | $376,219.35 | $127,327.45 | 51.16% |
| TA Thomas Anderton 626 Financial LLC | 294,902 | $17.27M | $27.91M | $10.64M | 61.62% |
| WTM W. Travis McKinney HB Wealth Management LLC | 14,490 | $959,862.6 | $1.38M | $417,122.1 | 43.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,255 | $671,603.96 | $976,276 | $304,672.04 | 45.36% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 100,002 | $6.3M | $9.51M | $3.21M | 51% |
Brian Dechow SWAN Capital LLC | 203 | $15,621 | $19,325.6 | $3,704.6 | 23.72% |
Christopher Casanega Sharper & Granite LLC | 13,440 | $824,814.73 | $1.27M | $447,415.67 | 54.24% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 3,366 | $259,013.7 | $320,762.97 | $61,749.27 | 23.84% |
| MV Moises Valladares Insigneo Advisory Services LLC | 3,238 | $274,841.36 | $308,435.69 | $33,594.33 | 12.22% |
Jill Batley Gateway Wealth Partners LLC | 22,223 | $1.72M | $2.12M | $401,306.85 | 23.39% |