| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Halverson Great Waters Wealth Management | 2,028 | $227,825.92 | $311,318.26 | $83,492.34 | 36.65% |
| FFL Financial Freedom LLC Financial Freedom LLC | 27,847 | $2.76M | $4.27M | $1.52M | 55.01% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,579 | $593,556.01 | $856,432.23 | $262,876.22 | 44.29% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 6,592 | $650,916.5 | $1.08M | $432,083.18 | 66.38% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 35,000 | $2.18M | $5.76M | $3.58M | 163.87% |
| PIL PFG Investments LLC PFG Investments LLC | 2,991 | $271,688 | $459,148.38 | $187,460.38 | 69% |
| CWL Channel Wealth LLC Channel Wealth LLC | 3,380 | $234,784.32 | $518,863.77 | $284,079.45 | 121% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,062 | $60,059.29 | $163,027.61 | $102,968.32 | 171.44% |
Eugene Donato KENNEDY INVESTMENT GROUP | 7,629 | $593,536.67 | $1.17M | $577,591.04 | 97.31% |
Courtney Holt Compound Planning, Inc. | 5,005 | $505,183.85 | $768,317.5 | $263,133.65 | 52.09% |
Nemes Rush Group LLC Nemes Rush Group LLC | 476 | $61,479.94 | $78,382.92 | $16,902.98 | 27.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,686 | $450,177.17 | $719,347.81 | $269,170.64 | 59.79% |
Thomas Dobbins New Republic Capital, LLC | 4 | $383.6 | $643.72 | $260.12 | 67.81% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 49,955 | $4.87M | $7.67M | $2.8M | 57.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,442 | $2.39M | $2.52M | $131,272.41 | 5.49% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,104 | $236,363.22 | $322,985.02 | $86,621.8 | 36.65% |
Jesse Steele Etesian Wealth Advisors, Inc. | 1,988 | $193,589.95 | $305,177.86 | $111,587.91 | 57.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,887 | $188,352.54 | $289,673.35 | $101,320.81 | 53.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,006 | $225,217.92 | $307,941.04 | $82,723.12 | 36.73% |
| AK Alisha Kamadia United Community Bank | 720 | $50,902.54 | $117,741.6 | $66,839.06 | 131.31% |