| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 87 | $6,853 | $8,377.22 | $1,524.22 | 22.24% |
| BP Brett Pohl Kingdom Financial Group LLC | 531 | $42,393.74 | $51,135.3 | $8,741.56 | 20.62% |
Jeffrey Hanson Breakwater Capital Group | 2,365 | $186,290.95 | $227,335.62 | $41,044.67 | 22.03% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,950 | $362,537.93 | $475,818.75 | $113,280.82 | 31.25% |
| SS Sasha Stewart Marmo Financial Group LLC | 38,935 | $2.43M | $3.74M | $1.32M | 54.32% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 80,501 | $4.7M | $7.74M | $3.04M | 64.77% |
| FFL Financial Freedom LLC Financial Freedom LLC | 9,300 | $552,566.64 | $893,962.5 | $341,395.86 | 61.78% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,094 | $158,160 | $201,285.75 | $43,125.75 | 27.27% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 51 | $3,983 | $4,882.99 | $899.99 | 22.6% |
Jeffrey Steele Silverlake Wealth Management LLC | 10,797 | $833,632.21 | $1.04M | $202,177.98 | 24.25% |
Johnathan Kasting DDFG Inc. | 77,581 | $5.73M | $7.44M | $1.71M | 29.85% |
| JC Jared Calvert Buck Wealth Strategies LLC | 6,248 | $516,897.13 | $599,495.6 | $82,598.47 | 15.98% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 6,518 | $418,615.44 | $625,402.1 | $206,786.66 | 49.4% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 222 | $16,738.8 | $21,266.49 | $4,527.69 | 27.05% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 21,095 | $1.37M | $2.02M | $658,759.16 | 48.25% |
Courtney Holt Compound Planning, Inc. | 8,522 | $628,964.52 | $816,364.99 | $187,400.47 | 29.8% |
Nemes Rush Group LLC Nemes Rush Group LLC | 366 | $26,134.54 | $35,060.97 | $8,926.43 | 34.16% |
Derrick Dagnan Employees' Retirement Fund of the City of Fort Worth | 55,500 | $3.17M | $5.32M | $2.15M | 67.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 51,612 | $3.86M | $4.94M | $1.08M | 27.92% |
Annmarie Young KPP Advisory Services LLC | 13,708 | $1.04M | $1.31M | $274,034.28 | 26.43% |