| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 981 | $41,056.49 | $48,181.81 | $7,125.32 | 17.35% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,731 | $526,103.95 | $576,519.99 | $50,416.04 | 9.58% |
Marc H. Stone Tyler-Stone Wealth Management | 20,983 | $927,420.93 | $1.03M | $104,837.75 | 11.3% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 49,763 | $2.11M | $2.46M | $344,326.56 | 16.3% |
Missy Straw Nilsine Partners LLC | 5,231 | $209,419.14 | $257,182.11 | $47,762.97 | 22.81% |
| EM Erin Mccann Simplicity Wealth LLC | 11,747 | $565,970.46 | $574,721.97 | $8,751.51 | 1.55% |
Owen Schrum Schrum Private Wealth Management LLC | 7,009 | $318,839.41 | $342,634.96 | $23,795.55 | 7.46% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 35,072 | $1.51M | $1.71M | $205,200.49 | 13.6% |
Kristofer Gray Integrity Financial Corp. /WA | 9,463 | $377,195.21 | $465,768.86 | $88,573.65 | 23.48% |
Samuel Miller Kraft, Davis & Associates LLC | 82,720 | $3.3M | $4.08M | $787,010.47 | 23.87% |
| DW Darren Woolson Asset Allocation Strategies LLC | 84,343 | $3.82M | $4.15M | $332,216.57 | 8.69% |
Molly Crider Walker Asset Management LLC | 33,333 | $1.3M | $1.64M | $344,429.42 | 26.52% |
Timothy Gerlach Novem Group | 12,620 | $594,604.31 | $620,462.3 | $25,857.99 | 4.35% |
Amanda Hawley Atria Wealth Solutions Inc. | 270,844 | $10.72M | $13.24M | $2.52M | 23.48% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,859 | $292,665.58 | $338,868.89 | $46,203.31 | 15.79% |
Matthew Heller Willner & Heller LLC | 11,034 | $472,112.72 | $544,638.24 | $72,525.52 | 15.36% |
Jeffrey Gilbert Balboa Wealth Partners | 7,246 | $317,277.4 | $355,995.98 | $38,718.58 | 12.2% |
Nolan Baker Retirement Guys Formula LLC | 69,379 | $2.82M | $3.43M | $609,469.7 | 21.64% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 273 | $12,846.54 | $13,419.31 | $572.77 | 4.46% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,464 | $552,576.49 | $658,928.16 | $106,351.67 | 19.25% |