| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JGK Jonathan G. Kasting Regimen Wealth LLC | 1.2M | $25.55M | $35.75M | $10.21M | 39.96% |
Salvatore Cocivera Cora Capital Advisors LLC | 53,971 | $1.21M | $1.62M | $410,008.67 | 33.99% |
Scott Highmark Mosaic Family Wealth Partners LLC | 22,189 | $465,115.21 | $664,671.49 | $199,556.28 | 42.9% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 17,445 | $359,164.88 | $517,854.82 | $158,689.94 | 44.18% |
| KLM Kate L. Miller STAR Financial Bank | 12,040 | $290,546.09 | $356,263.6 | $65,717.51 | 22.62% |
Andrew Lewis Genesis Private Wealth LLC | 39,685 | $913,819.82 | $1.19M | $274,745.93 | 30.07% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 68,519 | $1.86M | $2.05M | $187,582.64 | 10.06% |
Philip Rc Dudley Dudley Capital Management LLC | 34,544 | $841,559.66 | $1.03M | $193,033.14 | 22.94% |
Jeffrey Steele Silverlake Wealth Management LLC | 24,112 | $580,709.06 | $722,156.81 | $141,447.75 | 24.36% |
Kevin Kroskey True Wealth Design LLC | 2,410 | $50,243.68 | $71,336 | $21,092.32 | 41.98% |
Jill Batley Gateway Wealth Partners LLC | 20,384 | $553,242.14 | $609,991.2 | $56,749.06 | 10.26% |
David Kronour Kapstone Financial Advisors LLC | 498,717 | $10.51M | $14.9M | $4.4M | 41.84% |
Gregory Turcotte Alpha Financial Partners LLC | 13,755 | $335,023.61 | $407,148 | $72,124.39 | 21.53% |
| PIL PFG Investments LLC PFG Investments LLC | 62,940 | $1.43M | $1.87M | $433,483.74 | 30.26% |
Scott Boyce Decker Retirement Planning Inc. | 67,029 | $1.62M | $2.01M | $390,532.3 | 24.16% |
Brian Glas Noble Family Wealth, LLC | 41,975 | $1M | $1.25M | $242,312.84 | 24.14% |
Courtney Holt Compound Planning, Inc. | 23,512 | $550,582.06 | $697,365.92 | $146,783.86 | 26.66% |
Katherine Stoner Empower Advisory Group, LLC | 8,080 | $219,323.52 | $241,874.8 | $22,551.28 | 10.28% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 836,134 | $17.69M | $25.02M | $7.33M | 41.44% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,638 | $236,092.47 | $288,609.91 | $52,517.44 | 22.24% |