| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 1,919 | $208,019.34 | $282,822.22 | $74,802.88 | 35.96% |
Steven JE Manders BKM Wealth Management, LLC | 6,124 | $666,305.47 | $903,351.24 | $237,045.77 | 35.58% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 2,680 | $290,110.06 | $394,978.4 | $104,868.34 | 36.15% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 31,384 | $3.49M | $4.63M | $1.13M | 32.5% |
Brad Sayre Shared Vision Wealth Group LLC | 3,568 | $386,803.77 | $525,851.84 | $139,048.07 | 35.95% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,740 | $206,780.52 | $256,441.2 | $49,660.68 | 24.02% |
| MG Melissa Glennie Capital Management Associates, Inc | 8,366 | $889,153.52 | $1.23M | $343,827.56 | 38.67% |
Anthony Blagrove Traveka Wealth, LLC | 2,932 | $324,040.28 | $432,118.16 | $108,077.88 | 33.35% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,293 | $586,905.65 | $780,082.34 | $193,176.69 | 32.91% |
Julie Beswick Advantage Trust Co | 307 | $33,233 | $44,828.14 | $11,595.14 | 34.89% |
Cody Gehman Stonebridge Financial Group, LLC | 1,680 | $197,347.79 | $247,598.4 | $50,250.61 | 25.46% |
Kent Keister Bear Mountain Capital, Inc. | 533 | $55,074.91 | $78,553.54 | $23,478.63 | 42.63% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 10,804 | $1.2M | $1.58M | $384,041.5 | 32.1% |
Kevin Stillman Evernest Financial Advisors, LLC | 48,256 | $5.38M | $7.11M | $1.73M | 32.21% |
Joshua Stipcich Tidemark, LLC | 1,630 | $198,491.49 | $240,033.8 | $41,542.31 | 20.93% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,918 | $1.61M | $2.2M | $582,120.36 | 36.05% |
Jaran Day OPINICUS CAPITAL, INC. | 9,289 | $1.01M | $1.37M | $362,166.13 | 35.97% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 28,240 | $3.1M | $4.16M | $1.06M | 34.13% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 8,930 | $967,528.54 | $1.32M | $347,503.26 | 35.92% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 3,164 | $342,503.37 | $465,930.64 | $123,427.27 | 36.04% |