| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 48,710 | $1.46M | $1.66M | $200,596.11 | 13.74% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 244 | $7,727 | $8,209.38 | $482.38 | 6.24% |
Henry Pizzutello HFG Wealth Management, LLC | 241,761 | $6.34M | $8.24M | $1.9M | 30.01% |
Chris Bulman Inc. Chris Bulman Inc | 60,893 | $1.7M | $2.05M | $352,174.29 | 20.76% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 13,404 | $367,067.09 | $457,076.4 | $90,009.31 | 24.52% |
Vantage Point Financial LLC Vantage Point Financial LLC | 11,636 | $366,179.84 | $397,253.04 | $31,073.2 | 8.49% |
| DN Daniel Newman Noble Wealth Management PBC | 1,175 | $39,022 | $39,532.87 | $510.87 | 1.31% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 12,239 | $326,757 | $411,781.15 | $85,024.15 | 26.02% |
| HM Howard Morin Helium Advisors LLC | 6,584 | $192,516.22 | $224,023.89 | $31,507.67 | 16.37% |
Cole Dimond Caliber Wealth Management LLC / KS | 11,718 | $371,109 | $394,252.11 | $23,143.11 | 6.24% |