| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lonny Elfenbein West Michigan Advisors LLC | 4,715 | $190,579.09 | $230,115.57 | $39,536.48 | 20.75% |
| CB Catherine Bluvol Next Level Private LLC | 70,316 | $2.77M | $3.43M | $656,995.07 | 23.68% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 229,511 | $10.37M | $11.2M | $830,529.56 | 8.01% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,688 | $213,257.12 | $228,797.84 | $15,540.72 | 7.29% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 74,120 | $3.19M | $3.62M | $428,685.5 | 13.44% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 42,049 | $1.74M | $2.05M | $310,452.48 | 17.82% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,060 | $314,870.84 | $349,328.8 | $34,457.96 | 10.94% |
| RF Ryan Fink Treasure Coast Financial Planning | 79,869 | $3.38M | $3.91M | $533,100.73 | 15.77% |
Courtney Lawson Autumn Glory Partners LLC | 8,240 | $379,719.15 | $403,842.4 | $24,123.25 | 6.35% |
Jeremy Baltz Raleigh Capital Management Inc. | 976 | $40,815.59 | $48,292.48 | $7,476.89 | 18.32% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,731 | $526,103.95 | $580,449.88 | $54,345.93 | 10.33% |
Marc H. Stone Tyler-Stone Wealth Management | 20,983 | $927,420.93 | $1.04M | $110,817.91 | 11.95% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 49,763 | $2.11M | $2.46M | $350,049.31 | 16.57% |
| MS Missy Straw Nilsine Partners LLC | 5,231 | $209,419.14 | $258,829.88 | $49,410.74 | 23.59% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 7,009 | $318,839.41 | $346,805.32 | $27,965.91 | 8.77% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 34,444 | $1.48M | $1.69M | $205,691.81 | 13.9% |
Kristofer Gray Integrity Financial Corp. /WA | 9,612 | $383,179.05 | $475,601.76 | $92,422.71 | 24.12% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 82,720 | $3.3M | $4.09M | $795,282.47 | 24.12% |
| DW Darren Woolson Asset Allocation Strategies LLC | 83,555 | $3.78M | $4.13M | $349,341.75 | 9.23% |
| MC Molly Crider Walker Asset Management LLC | 33,133 | $1.29M | $1.62M | $332,023.54 | 25.75% |