| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Darren Woolson Asset Allocation Strategies LLC | 47,831 | $3.17M | $3.57M | $403,751.98 | 12.73% |
| TG Timothy Gerlach Novem Group | 4,655 | $327,560 | $347,868.15 | $20,308.15 | 6.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,318 | $789,337.44 | $921,140.04 | $131,802.6 | 16.7% |
Jeffrey Gilbert Balboa Wealth Partners | 11,258 | $749,937.88 | $840,634.86 | $90,696.98 | 12.09% |
Kevin Zemann WealthPlan Investment Management LLC | 133,010 | $8.26M | $9.93M | $1.67M | 20.2% |
Abraham Martinez Amara Financial LLC | 4,572 | $290,196.92 | $341,391.24 | $51,194.32 | 17.64% |
Mariana Coli Dunhill Financial LLC | 3,500 | $246,260 | $261,730 | $15,470 | 6.28% |
Lukas Lindgren Abound Wealth Management | 49 | $3,448 | $3,653.44 | $205.44 | 5.96% |
Matthew Zienty Cardinal Point Capital Management ULC | 147,400 | $8.65M | $11.02M | $2.37M | 27.41% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,302 | $847,996.3 | $994,723.56 | $146,727.26 | 17.3% |
Daniel Guy Ethos Financial Group LLC | 189,146 | $12.54M | $14.14M | $1.61M | 12.8% |
| BP Brett Pohl Kingdom Financial Group LLC | 18 | $1,292 | $1,346.58 | $54.58 | 4.22% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,062 | $74,723 | $79,379.19 | $4,656.19 | 6.23% |
Jeffrey Rosenthal Viawealth LLC | 53,128 | $3.35M | $3.97M | $624,215.44 | 18.65% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 357 | $22,344.63 | $26,683.96 | $4,339.33 | 19.42% |
Jill Batley Gateway Wealth Partners LLC | 58,064 | $4.02M | $4.34M | $322,414.96 | 8.03% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 25,541 | $1.69M | $1.91M | $218,721.1 | 12.94% |
Courtney Holt Compound Planning, Inc. | 13,556 | $871,264 | $1.01M | $141,640.32 | 16.26% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 101,043 | $6.77M | $7.56M | $784,636.09 | 11.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,983 | $566,693.33 | $596,330.1 | $29,636.77 | 5.23% |