| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 2,485 | $331,683.84 | $404,806.5 | $73,122.66 | 22.05% |
Dean Pelos Commonwealth Retirement Investments LLC | 92 | $13,181 | $14,782.1 | $1,601.1 | 12.15% |
Robin Sherwood HTG Investment Advisors Inc. | 1,483 | $212,226 | $238,362.59 | $26,136.59 | 12.32% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 3,165 | $414,678.3 | $516,781.2 | $102,102.9 | 24.62% |
Jesse Ellington Dover Advisors LLC | 12,102 | $1.37M | $1.97M | $604,516.85 | 44.21% |
Jesse Haller Compass Financial Group Inc./SD | 1,807 | $245,148.47 | $292,932.77 | $47,784.3 | 19.49% |
Neil Christ Oak Hill Wealth Advisors LLC | 5,162 | $639,714.76 | $840,889.8 | $201,175.04 | 31.45% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 3,221 | $399,173 | $520,996.75 | $121,823.75 | 30.52% |
Moises Valladares Insigneo Advisory Services LLC | 2,403 | $272,699.83 | $386,498.52 | $113,798.69 | 41.73% |
Scott Highmark Mosaic Family Wealth Partners LLC | 28,371 | $3.41M | $4.55M | $1.14M | 33.52% |
| KLM Kate L. Miller STAR Financial Bank | 2,696 | $259,925.79 | $436,913.76 | $176,987.97 | 68.09% |
Jeffrey Rosenthal Viawealth LLC | 5,529 | $545,189.86 | $900,701.74 | $355,511.88 | 65.21% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 400 | $38,406.02 | $64,472 | $26,065.98 | 67.87% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 12,918 | $1.71M | $2.1M | $389,929.56 | 22.74% |
Richard W. Lowrie Park Edge Advisors LLC | 14,909 | $1.43M | $2.43M | $997,311.74 | 69.68% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,281 | $376,261.65 | $526,994.22 | $150,732.57 | 40.06% |
Vickie Chrisman LMG Wealth Partners LLC | 52,273 | $5.11M | $8.52M | $3.42M | 66.88% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 391 | $51,229 | $62,845.43 | $11,616.43 | 22.68% |
Paul B. Ordonio Park Place Capital Corp. | 134 | $16,751.73 | $21,535.14 | $4,783.41 | 28.55% |
Sheila J. Lindsay Bensler LLC | 18,078 | $2.03M | $2.94M | $908,025.58 | 44.71% |