| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 251,678 | $14.69M | $15.05M | $354,791.72 | 2.42% |
Jonathan Yarger Yarger Wealth Strategies LLC | 17,214 | $662,503.49 | $1.03M | $366,549.43 | 55.33% |
Timothy Carne SFG Wealth Management LLC | 11,647 | $723,045.78 | $696,257.66 | -$26,788.12 | -3.7% |
Jay Richards Investment Advisory Group LLC | 13,601 | $572,391.37 | $813,067.78 | $240,676.41 | 42.05% |
Daniel Forbes Forbes Financial Planning Inc. | 22,814 | $1.11M | $1.36M | $255,978.24 | 23.11% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,269 | $69,591.96 | $75,860.82 | $6,268.86 | 9.01% |
Scott Williams Investmark Advisory Group LLC | 13,708 | $688,859.8 | $860,039.92 | $171,180.12 | 24.85% |
Jim Clark Worth Asset Management LLC | 23,474 | $1.18M | $1.4M | $226,758.84 | 19.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,090 | $258,473.79 | $364,060.2 | $105,586.41 | 40.85% |
Tu Tran Crosspoint Financial LLC | 14,234 | $884,074 | $893,041.16 | $8,967.16 | 1.01% |
Michael Stulic Astoria Portfolio Advisors LLC | 16,694 | $1.04M | $997,967.32 | -$38,396.23 | -3.7% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,609 | $68,821.95 | $96,186.02 | $27,364.07 | 39.76% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 10,106 | $487,513.44 | $604,136.68 | $116,623.24 | 23.92% |
Rachel Faulk Cape Investment Advisory Inc. | 534 | $33,178 | $31,922.52 | -$1,255.48 | -3.78% |
Lukas Lindgren Abound Wealth Management | 329 | $13,151 | $19,667.62 | $6,516.62 | 49.55% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 104,977 | $4.45M | $6.28M | $1.83M | 41.12% |
Jill Grimes Centurion Wealth Management LLC | 33,161 | $1.08M | $1.98M | $899,334.94 | 83.04% |
Brian Dechow SWAN Capital LLC | 5,488 | $340,860 | $343,713.44 | $2,853.44 | 0.84% |
Jessica Thayer Unique Wealth LLC | 399,413 | $18.14M | $23.88M | $5.74M | 31.64% |
| BP Brett Pohl Kingdom Financial Group LLC | 16,332 | $1.01M | $1.02M | $17,614.91 | 1.75% |