| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher E. Jaccard Financial Alternatives Inc. | 3,806 | $383,645 | $567,664.86 | $184,019.86 | 47.97% |
Johnathan Kasting DDFG Inc. | 58,500 | $6.72M | $8.73M | $2.01M | 29.89% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 974 | $116,605.29 | $145,242.88 | $28,637.59 | 24.56% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 2,150 | $230,330 | $320,672.48 | $90,342.48 | 39.22% |
Ann Reilley Alpha Financial Advisors LLC | 1,887 | $190,209.51 | $281,446.03 | $91,236.52 | 47.97% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 29,283 | $3.59M | $4.37M | $773,565.94 | 21.53% |
| JG Jacob Going Alpine Bank Wealth Management | 7,910 | $977,833.65 | $1.18M | $201,705.55 | 20.63% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 304 | $31,243 | $45,256.48 | $14,013.48 | 44.85% |
Alexandra Stickelman Root Financial Partners, LLC | 2,639 | $331,221.48 | $392,867.93 | $61,646.45 | 18.61% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,582 | $209,615 | $235,907.84 | $26,292.84 | 12.54% |
Courtney Holt Compound Planning, Inc. | 7,619 | $921,234.77 | $1.13M | $213,005.76 | 23.12% |
Katherine Stoner Empower Advisory Group, LLC | 1,715 | $180,395.26 | $255,312.05 | $74,916.79 | 41.53% |
Scott Kapusta First County Bank /CT/ | 1,696 | $209,659.92 | $252,483.52 | $42,823.6 | 20.43% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,333 | $254,858.14 | $347,372.03 | $92,513.89 | 36.3% |
Alyssa Lorenz Corundum Trust Company, INC | 13,166 | $1.41M | $1.96M | $549,548.94 | 38.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,038 | $252,166.1 | $303,315.54 | $51,149.44 | 20.28% |
Annmarie Young KPP Advisory Services LLC | 2,618 | $313,415.64 | $389,466.77 | $76,051.13 | 24.27% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 286,673 | $33.02M | $42.65M | $9.63M | 29.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,067 | $1.97M | $2.23M | $263,005.62 | 13.35% |
Kevin Orr Centennial Bank/AR/ | 450 | $45,360.22 | $67,050 | $21,689.78 | 47.82% |