| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cindi Hill Keener Financial Planning LLC | 6,971 | $809,501.56 | $1.15M | $341,724.23 | 42.21% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,822 | $270,323.14 | $300,894.19 | $30,571.05 | 11.31% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,088 | $153,915 | $179,590.72 | $25,675.72 | 16.68% |
Steven JE Manders BKM Wealth Management, LLC | 1,900 | $199,347.24 | $313,775.5 | $114,428.26 | 57.4% |
Brad Sayre Shared Vision Wealth Group LLC | 9,784 | $1.05M | $1.61M | $569,231.03 | 54.43% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 5,387 | $565,850.62 | $889,205.15 | $323,354.53 | 57.14% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,819 | $190,849.34 | $300,253.23 | $109,403.89 | 57.32% |
Anthony Blagrove Traveka Wealth, LLC | 3,023 | $406,579.02 | $498,991.49 | $92,412.47 | 22.73% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,877 | $196,951.67 | $310,005.32 | $113,053.65 | 57.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 287 | $40,379.75 | $47,400.92 | $7,021.17 | 17.39% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,649 | $1.43M | $1.76M | $329,918.73 | 23.14% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 5,183 | $543,800.49 | $853,821.5 | $310,021.01 | 57.01% |
Chandler te Velde Maia Wealth LLC | 33,547 | $3.59M | $5.54M | $1.95M | 54.19% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,985 | $250,597.34 | $327,177.62 | $76,580.28 | 30.56% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,529 | $1.82M | $3.05M | $1.23M | 67.4% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 10,660 | $1.55M | $1.77M | $217,710.06 | 14.05% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 2,090 | $231,963.32 | $344,536.5 | $112,573.18 | 48.53% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 64 | $9,318 | $10,548.48 | $1,230.48 | 13.21% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,250 | $2.23M | $3.17M | $942,796 | 42.31% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 176 | $18,466 | $29,009.2 | $10,543.2 | 57.1% |