| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Bulman Inc. Chris Bulman Inc | 61,193 | $1.7M | $2.04M | $333,350.17 | 19.55% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 13,622 | $372,961.81 | $455,645 | $82,683.19 | 22.17% |
Vantage Point Financial LLC Vantage Point Financial LLC | 9,646 | $300,091.87 | $320,150.74 | $20,058.87 | 6.68% |
| DN Daniel Newman Noble Wealth Management PBC | 1,175 | $39,022 | $39,015.87 | -$6.13 | -0.02% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 12,239 | $326,757 | $406,395.99 | $79,638.99 | 24.37% |
| HM Howard Morin Helium Advisors LLC | 6,584 | $192,516.22 | $218,555.88 | $26,039.66 | 13.53% |
Cole Dimond Caliber Wealth Management LLC / KS | 11,718 | $371,109 | $389,682.09 | $18,573.09 | 5% |