| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MY Michael Yoder Yoder Wealth Management Inc. | 72,592 | $1.31M | $2.25M | $937,400.79 | 71.53% |
| CWL Channel Wealth LLC Channel Wealth LLC | 35,191 | $710,657.1 | $1.09M | $379,032.21 | 53.34% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 21,809 | $402,706.53 | $674,879.5 | $272,172.97 | 67.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,312 | $614,269.9 | $778,850.24 | $164,580.34 | 26.79% |
Jon Greer GSG Advisors LLC | 42,887 | $795,458.07 | $1.33M | $531,680.14 | 66.84% |
Matthew J. Syverson Sound Stewardship, LLC | 649,548 | $12.11M | $20.09M | $7.98M | 65.93% |
James Rankin Modern Wealth Management, LLC | 18,929 | $445,258.26 | $586,325.77 | $141,067.51 | 31.68% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,750 | $211,615 | $239,746.25 | $28,131.25 | 13.29% |
Angela Mari Abich Financial Wealth Management LLC | 652 | $16,782 | $20,169.62 | $3,387.62 | 20.19% |
Kyle Jones Pineridge Advisors LLC | 6,765 | $149,408.27 | $209,139.97 | $59,731.7 | 39.98% |
Beth Steinhaus Breakwater Investment Management | 8,943 | $202,983.04 | $276,562.27 | $73,579.23 | 36.25% |
David Maddux Brightwater Advisory LLC | 272,813 | $6.03M | $8.42M | $2.4M | 39.77% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 285 | $6,629 | $8,823.6 | $2,194.6 | 33.11% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 14,484 | $336,898 | $448,424.64 | $111,526.64 | 33.1% |
Elizabeth Arce Sovran Advisors LLC | 15,589 | $364,325.61 | $482,479.55 | $118,153.94 | 32.43% |
| PR Philippe Reitzer Banque Transatlantique SA | 2,700 | $73,440 | $83,308.5 | $9,868.5 | 13.44% |
| RFL Rossby Financial LLC Rossby Financial LLC | 168,076 | $4.58M | $5.19M | $608,442.89 | 13.28% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 360 | $8,374 | $11,116.8 | $2,742.8 | 32.75% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 47,276 | $1.11M | $1.46M | $348,329.21 | 31.32% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 6,996 | $168,002.31 | $215,756.64 | $47,754.33 | 28.42% |