| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 4,933 | $388,613.94 | $440,171.59 | $51,557.65 | 13.27% |
Taryn Anderson YANKCOM Partnership | 307 | $24,612 | $27,393.61 | $2,781.61 | 11.3% |
David Levy Diversified Enterprises LLC | 28,012 | $2M | $2.5M | $503,200.46 | 25.21% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 762,690 | $56.79M | $68.17M | $11.38M | 20.04% |
Bryan Buchert Kera Capital Partners Inc. | 23,318 | $1.7M | $2.08M | $381,369.49 | 22.4% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 10,945 | $707,425 | $978,264.1 | $270,839.1 | 38.29% |
Christopher H. Gardner Parkwoods Wealth Partners LLC | 8,249 | $626,805.45 | $737,295.62 | $110,490.17 | 17.63% |
Mark Albers Verus Wealth Management LLC | 7,960 | $564,996.48 | $711,464.8 | $146,468.32 | 25.92% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 91,986 | $6.51M | $8.13M | $1.62M | 24.94% |
Elyxium Wealth LLC Elyxium Wealth LLC | 7,472 | $534,723.91 | $660,450.08 | $125,726.17 | 23.51% |
Howard Bailey Securities LLC Howard Bailey Securities LLC | 17,053 | $1.21M | $1.51M | $299,450.97 | 24.79% |
Travis Bettfreund K2 Financial Inc. | 21,722 | $1.5M | $1.92M | $415,560.51 | 27.62% |
Smart Wealth LLC Smart Wealth LLC | 3,399 | $249,888.12 | $300,437.61 | $50,549.49 | 20.23% |
Jefferson H. West Legacy Investment Solutions LLC | 430 | $27,722.1 | $38,164.65 | $10,442.55 | 37.67% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 462 | $30,361.48 | $41,004.81 | $10,643.33 | 35.06% |
Tudor Financial Inc. Tudor Financial Inc. | 10,112 | $733,256.91 | $893,799.68 | $160,542.77 | 21.89% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 18,494 | $1.39M | $1.63M | $239,984.4 | 17.21% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 11,395 | $907,703.32 | $1.02M | $116,935.08 | 12.88% |
Stephen Davis Fairvoy Private Wealth LLC | 3,887 | $250,569.98 | $345,670.91 | $95,100.93 | 37.95% |
Melinda Trachsel Fiduciary Advisors Inc. | 522 | $43,055 | $46,330.11 | $3,275.11 | 7.61% |