| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 9,552 | $467,376.29 | $749,545.44 | $282,169.15 | 60.37% |
Matthew Richmond Richmond Investment Services, LLC | 17,668 | $1.15M | $1.39M | $236,049.63 | 20.52% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 10,223 | $693,425.66 | $802,198.81 | $108,773.15 | 15.69% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 13,258 | $717,402.63 | $1.04M | $322,952.63 | 45.02% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 26,218 | $1.37M | $2.06M | $683,764.46 | 49.78% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 171,963 | $10.46M | $13.49M | $3.03M | 28.97% |
Heather Fowler A4 Wealth Advisors LLC | 8,531 | $609,200.32 | $669,427.57 | $60,227.25 | 9.89% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 9,845 | $522,179 | $772,537.15 | $250,358.15 | 47.94% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 16,109 | $872,097.13 | $1.26M | $391,976.1 | 44.95% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 22,952 | $1.38M | $1.8M | $416,115.15 | 30.05% |
JAMES ELIOS Elios Financial Group Inc. | 33,425 | $2.03M | $2.62M | $592,206.42 | 29.16% |
| AJS Aaron Jerome Stephens LIFE LINE WEALTH MANAGEMENT LLC | 7,996 | $518,325.34 | $627,446.12 | $109,120.78 | 21.05% |
Andrew Snider Maiden Cove Capital, LLC | 35,930 | $1.94M | $2.82M | $876,136.45 | 45.09% |
Pines Wealth Management LLC Pines Wealth Management LLC | 5,996 | $316,775.61 | $470,506.12 | $153,730.51 | 48.53% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 56,137 | $3.02M | $4.41M | $1.38M | 45.65% |
Jared Machen BWM Planning LLC | 11,167 | $646,698.26 | $876,274.49 | $229,576.23 | 35.5% |
Eric Seger Integrated Capital Management LLC | 185,312 | $12.83M | $14.54M | $1.71M | 13.3% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 3,911 | $280,013.81 | $306,896.17 | $26,882.36 | 9.6% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 16,985 | $1.06M | $1.33M | $268,443.97 | 25.22% |
Aldis Birkans Bank of Jackson Hole Trust | 332 | $23,708 | $26,052.04 | $2,344.04 | 9.89% |