| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,572 | $324,114.94 | $271,193.58 | -$52,921.36 | -16.33% |
Marc H. Stone Tyler-Stone Wealth Management | 2,973 | $345,682.05 | $508,442.46 | $162,760.41 | 47.08% |
Samuel Miller Kraft, Davis & Associates LLC | 4,501 | $354,138.68 | $774,194.5 | $420,055.82 | 118.61% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 3,689 | $381,028.02 | $632,386.82 | $251,358.8 | 65.97% |
Matthew Heller Willner & Heller LLC | 1,344 | $223,706.75 | $231,295.68 | $7,588.93 | 3.39% |
Brian Dechow SWAN Capital LLC | 27 | $3,017 | $4,598.5 | $1,581.5 | 52.42% |
Daniel Guy Ethos Financial Group LLC | 45,500 | $7.23M | $7.74M | $517,335 | 7.16% |
| BP Brett Pohl Kingdom Financial Group LLC | 211 | $43,419.63 | $35,745.51 | -$7,674.12 | -17.67% |
Kyle Kelley Family Capital Management Inc. | 1,588 | $124,943.87 | $276,232.6 | $151,288.73 | 121.09% |
Moises Valladares Insigneo Advisory Services LLC | 3,194 | $508,134.47 | $541,127.48 | $32,993.01 | 6.49% |
Jill Batley Gateway Wealth Partners LLC | 6,469 | $1.03M | $1.1M | $70,980.48 | 6.91% |
David Kronour Kapstone Financial Advisors LLC | 1,439 | $213,455.86 | $248,249.08 | $34,793.22 | 16.3% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,626 | $1.41M | $1.64M | $234,875.95 | 16.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,017 | $173,987.3 | $176,093.54 | $2,106.24 | 1.21% |
Peter David N Soliman Second Line Capital, LLC | 2,749 | $436,568.69 | $474,243.73 | $37,675.04 | 8.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,466 | $848,934.43 | $1.12M | $274,921.03 | 32.38% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 34,277 | $3.3M | $5.88M | $2.57M | 77.89% |
| PWP Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC | 1,095 | $225,767 | $186,051.45 | -$39,715.55 | -17.59% |
Margaret Nickens Elm3 Financial Group, LLC | 1,207 | $248,836.5 | $208,032.48 | -$40,804.02 | -16.4% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,179 | $195,920 | $202,110.07 | $6,190.07 | 3.16% |