| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Rolek Rolek Wealth Management LLC | 6,067 | $209,317.41 | $258,272.19 | $48,954.78 | 23.39% |
Bradley Wilson Crews Bank & Trust | 108 | $4,122 | $4,597.56 | $475.56 | 11.54% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 31,368 | $1.15M | $1.34M | $181,472.09 | 15.73% |
Heather LeVar Roxbury Financial LLC | 5,360 | $181,299.92 | $228,175.2 | $46,875.28 | 25.86% |
| DP Debra Pladsen Fortress Financial Group LLC | 58,975 | $2.2M | $2.58M | $380,998.62 | 17.34% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 500 | $19,085.54 | $21,995 | $2,909.46 | 15.24% |
Forge Financial Services LLC Forge Financial Services LLC | 6,676 | $242,139 | $293,410.2 | $51,271.2 | 21.17% |
| SFA Salus Financial Advisors LLC Salus Financial Advisors LLC | 23,443 | $776,630.52 | $1.02M | $248,297.44 | 31.97% |
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 12,654 | $418,923.04 | $556,143.3 | $137,220.26 | 32.76% |
Ruth Thortvedt Lighthouse Financial LLC | 14,750 | $503,983.84 | $651,802.5 | $147,818.66 | 29.33% |
Ameriflex Group Inc. Ameriflex Group Inc. | 343 | $12,783.5 | $15,157.17 | $2,373.67 | 18.57% |
J Hagan Capital Inc. J Hagan Capital Inc. | 5,701 | $238,926 | $251,927.19 | $13,001.19 | 5.44% |
| ECC Elizabeth C. Carr CLG LLC | 5,741 | $214,009.2 | $244,394.37 | $30,385.17 | 14.2% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 12,981 | $448,148.78 | $552,601.17 | $104,452.39 | 23.31% |
Heydon Traub Traub Capital Management LLC | 6,731 | $250,714.93 | $286,538.67 | $35,823.74 | 14.29% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 29,074 | $1.16M | $1.24M | $77,375.75 | 6.67% |