| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Millar Gen-Wealth Partners Inc | 39,408 | $2.57M | $3.13M | $560,787.48 | 21.86% |
Jade Eagles WEALTHGARDEN F.S. LLC | 7,127 | $451,357.02 | $570,088.73 | $118,731.71 | 26.31% |
Beth Steinhaus Breakwater Investment Management | 528 | $31,146 | $41,899.44 | $10,753.44 | 34.53% |
Jay Kasting Landing Point Financial Group, LLC | 80,378 | $5.52M | $6.36M | $842,102.53 | 15.26% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 13,773 | $983,534.65 | $1.1M | $116,721.45 | 11.87% |
Bruce Barton Parkworth Wealth Management, Inc. | 6,686 | $352,366.34 | $529,263.76 | $176,897.42 | 50.2% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 13,546 | $928,643.38 | $1.07M | $143,793.44 | 15.48% |
Brandt Sakakeeny Rockingstone Advisors LLC | 24,175 | $1.31M | $1.92M | $604,494.09 | 46.01% |
Dodd Disler Sagace Wealth Management LLC | 16,805 | $1.05M | $1.33M | $280,546.29 | 26.8% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 118,217 | $8.8M | $9.35M | $548,365.09 | 6.23% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 46,444 | $2.74M | $3.7M | $962,200.45 | 35.17% |
Kelly Dixon Cannon Financial Strategists, Inc. | 2,734 | $203,273 | $218,610.64 | $15,337.64 | 7.55% |
David Archibald Squire Investment Management Company, LLC | 6,222 | $324,166.29 | $492,191.31 | $168,025.02 | 51.83% |
Andrew Bowers BridgePort Financial Solutions, LLC | 42,843 | $2.44M | $3.41M | $974,153.17 | 39.93% |
Carmen McClennon WR Wealth Planners, LLC | 9,552 | $467,376.29 | $755,276.64 | $287,900.35 | 61.6% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 3,787 | $256,872.05 | $299,816.79 | $42,944.74 | 16.72% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 14,741 | $834,766.87 | $1.16M | $321,664.58 | 38.53% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 26,218 | $1.37M | $2.07M | $700,412.89 | 50.99% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 171,963 | $10.46M | $13.75M | $3.29M | 31.43% |
Heather Fowler A4 Wealth Advisors LLC | 6,564 | $468,736.48 | $519,245.22 | $50,508.74 | 10.78% |