| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LC Leslie Childs MB Levis & Associates LLC | 346 | $26,957.88 | $33,683.1 | $6,725.22 | 24.95% |
J. Kemp Sawers Uptown Financial Advisors LLC | 4,660 | $389,542.37 | $453,651 | $64,108.63 | 16.46% |
Katie Kingsman Kingsman Wealth Management Inc. | 7,624 | $579,827.12 | $742,196.4 | $162,369.28 | 28% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 3,323 | $290,576.42 | $323,494.05 | $32,917.63 | 11.33% |
Anna Christine Golden Reserve Retirement LLC | 4,677 | $418,409 | $455,305.95 | $36,896.95 | 8.82% |
| IWC Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 30,565 | $2.16M | $2.98M | $816,832.47 | 37.84% |
| RM Rich Mowrer Brookwood Investment Group LLC | 3,893 | $339,897.85 | $378,983.55 | $39,085.7 | 11.5% |
Cole Dimond Caliber Wealth Management LLC / KS | 204,067 | $15.91M | $19.87M | $3.96M | 24.89% |
Michael Haskins LWM Advisors Inc. | 9,655 | $870,631.08 | $939,914.25 | $69,283.17 | 7.96% |
Nicole Reese WPG Advisers LLC | 3,974 | $279,286.27 | $386,868.9 | $107,582.63 | 38.52% |
| TTI Tower Trust & Investment Co Tower Trust & Investment Co | 18,370 | $1.47M | $1.79M | $316,348.54 | 21.49% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 3,951 | $299,030.46 | $384,629.85 | $85,599.39 | 28.63% |
| FWP Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 38,378 | $2.88M | $3.74M | $860,913.27 | 29.94% |
David Dirks Plum Street Advisors LLC | 3,118 | $243,631.26 | $303,537.3 | $59,906.04 | 24.59% |
Tyler Rudek Heritage Wealth Architects Inc. | 18,169 | $1.41M | $1.77M | $354,343.08 | 25.05% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 9,549 | $846,476.04 | $929,595.15 | $83,119.11 | 9.82% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 7,035 | $514,368.64 | $684,857.25 | $170,488.61 | 33.14% |
Justin Boggs Optima Capital LLC | 57,263 | $4.88M | $5.57M | $698,494.33 | 14.32% |
| BI Birchbrook Inc. Birchbrook Inc. | 100 | $9,053 | $9,735 | $682 | 7.53% |
| HWL Horan Wealth LLC Horan Wealth LLC | 4,125 | $360,229.96 | $401,568.75 | $41,338.79 | 11.48% |