| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 160,815 | $3.81M | $4.82M | $1.01M | 26.51% |
| PO Patrick O'Connell Security Financial Services Inc. | 9,016 | $242,323.13 | $274,713.91 | $32,390.78 | 13.37% |
| EW Ed West Values First Advisors Inc. | 30,371 | $797,830.39 | $915,381.94 | $117,551.55 | 14.73% |
| MR Michael Radoff LGT Financial Advisors LLC | 3,248 | $87,972.47 | $98,219.52 | $10,247.05 | 11.65% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 496,003 | $13.08M | $14.85M | $1.77M | 13.54% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 33,224 | $894,727.03 | $1M | $106,810.45 | 11.94% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 14,579 | $390,368.27 | $439,556.85 | $49,188.58 | 12.6% |
SageOak Financial LLC SageOak Financial LLC | 60,000 | $1.56M | $1.8M | $232,327.59 | 14.86% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 10,422 | $272,847.54 | $311,930.46 | $39,082.92 | 14.32% |