| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 2,877 | $367,776.62 | $463,542.24 | $95,765.62 | 26.04% |
Amy Ardeel Icon Wealth Advisors LLC | 13,888 | $1.35M | $2.23M | $876,040.74 | 64.87% |
Steve Alexandrowski GEM Asset Management LLC | 1,935 | $217,784.44 | $318,684.82 | $100,900.38 | 46.33% |
Crystal McKeon TSA Wealth Managment LLC | 5,478 | $494,969.55 | $902,199.21 | $407,229.66 | 82.27% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 47 | $5,565 | $7,515.77 | $1,950.77 | 35.05% |
Justin Halverson Great Waters Wealth Management | 2,028 | $227,825.92 | $330,320.64 | $102,494.72 | 44.99% |
| FFL Financial Freedom LLC Financial Freedom LLC | 27,847 | $2.76M | $4.58M | $1.82M | 66.11% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,703 | $614,517.97 | $914,304.96 | $299,786.99 | 48.78% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 6,592 | $650,916.5 | $1.07M | $416,196.46 | 63.94% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 35,000 | $2.18M | $5.67M | $3.48M | 159.52% |
| PIL PFG Investments LLC PFG Investments LLC | 2,991 | $271,688 | $490,509.04 | $218,821.04 | 80.54% |
| CWL Channel Wealth LLC Channel Wealth LLC | 3,359 | $233,409.28 | $543,906.07 | $310,496.79 | 133.03% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,053 | $59,550.31 | $173,413.3 | $113,862.99 | 191.2% |
Eugene Donato KENNEDY INVESTMENT GROUP | 7,629 | $593,536.67 | $1.24M | $644,077.85 | 108.52% |
Courtney Holt Compound Planning, Inc. | 6,078 | $634,063.29 | $993,236.37 | $359,173.08 | 56.65% |
Nemes Rush Group LLC Nemes Rush Group LLC | 476 | $61,479.94 | $77,588 | $16,108.06 | 26.2% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,686 | $450,177.17 | $765,809.55 | $315,632.38 | 70.11% |
Thomas Dobbins New Republic Capital, LLC | 4 | $383.6 | $642.92 | $259.32 | 67.6% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 49,955 | $4.87M | $8.09M | $3.22M | 66.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,772 | $2.45M | $2.77M | $320,198.42 | 13.08% |