| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Michael Ryan Whelan Financial | 6,249 | $277,080.66 | $320,386.23 | $43,305.57 | 15.63% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 57,203 | $2.14M | $2.96M | $817,805.23 | 38.18% |
Bradley W. Clark Paladin Advisory Group LLC | 668 | $29,017.92 | $34,552.3 | $5,534.38 | 19.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 82,714 | $3.97M | $4.24M | $270,743.29 | 6.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,932 | $588,317.19 | $708,999.48 | $120,682.29 | 20.51% |
Craig Kurth PCG Wealth Advisors LLC | 77,433 | $2.83M | $4.01M | $1.18M | 41.68% |
John Flavin Aspire Capital Advisors LLC | 22,680 | $1.05M | $1.18M | $125,118.24 | 11.91% |
Kimberly Foster Laraway Financial Advisors Inc. | 6,297 | $274,513.83 | $326,373.51 | $51,859.68 | 18.89% |
Caroline Jankowski Operose Advisors LLC | 30 | $1,330.2 | $1,548.6 | $218.4 | 16.42% |
| CB Catherine Bluvol Next Level Private LLC | 251,170 | $9.45M | $12.98M | $3.53M | 37.35% |
Sean Reitenbach Prosperity Consulting Group LLC | 152,997 | $6.57M | $7.91M | $1.33M | 20.27% |
Michael Hackman HFG Advisors Inc. | 123,145 | $4.5M | $6.31M | $1.8M | 40.01% |
Jeremy Baltz Raleigh Capital Management Inc. | 998 | $34,898.98 | $51,516.76 | $16,617.78 | 47.62% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,949 | $251,433 | $255,665.34 | $4,232.34 | 1.68% |
Marc H. Stone Tyler-Stone Wealth Management | 9,995 | $399,534.11 | $516,641.55 | $117,107.44 | 29.31% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 201,438 | $7.57M | $10.44M | $2.87M | 37.97% |
| EM Erin Mccann Simplicity Wealth LLC | 5,994 | $291,668.04 | $307,851.84 | $16,183.8 | 5.55% |
Joseph J. Costigan apricus wealth LLC | 4,571 | $231,554.1 | $236,823.51 | $5,269.41 | 2.28% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 42,522 | $1.67M | $2.16M | $497,569.81 | 29.86% |
Kristofer Gray Integrity Financial Corp. /WA | 5,458 | $193,759 | $282,260.47 | $88,501.47 | 45.68% |