| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BJR Brian Joseph Rellihan Wise Wealth Partners | 5,267 | $212,049 | $271,329.5 | $59,280.5 | 27.96% |
Ameriflex Group Inc. Ameriflex Group Inc. | 4,044 | $173,013.37 | $207,800.94 | $34,787.57 | 20.11% |
| DR Don Ruffin Park Square Financial Group LLC | 16,985 | $683,814.06 | $872,774.22 | $188,960.16 | 27.63% |
| CWM Copia Wealth Management Copia Wealth Management | 318 | $12,803 | $16,340.43 | $3,537.43 | 27.63% |
J Hagan Capital Inc. J Hagan Capital Inc. | 14,379 | $644,200.16 | $738,864.91 | $94,664.75 | 14.69% |
Candy Palugi Claris Financial LLC | 11,206 | $497,554.96 | $575,820.31 | $78,265.35 | 15.73% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 13,186 | $572,793.78 | $675,452.85 | $102,659.07 | 17.92% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 94,893 | $3.86M | $4.86M | $1M | 26.03% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 27,861 | $1.25M | $1.42M | $178,851.04 | 14.36% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 7,871 | $347,420.05 | $402,286.81 | $54,866.76 | 15.79% |
IFS Group LLC IFS Group LLC | 39,367 | $1.73M | $2.01M | $285,398.43 | 16.53% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 18,674 | $694,733.17 | $953,307.7 | $258,574.53 | 37.22% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,585 | $156,594.67 | $183,014.25 | $26,419.58 | 16.87% |