| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Miller OLIO Financial Planning | 2,624 | $337,498.88 | $429,312.64 | $91,813.76 | 27.2% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 392 | $46,561.76 | $64,135.12 | $17,573.36 | 37.74% |
William Liberti Wealth Effects LLC | 14,296 | $1.21M | $2.41M | $1.19M | 98.37% |
| RM Robert Macaulay Jmac Enterprises LLC | 98,027 | $10.51M | $16.04M | $5.53M | 52.57% |
Jordan Szekely Cherrydale Wealth Management LLC | 180,880 | $16.58M | $29.59M | $13.01M | 78.5% |
Nabeed Zaman Eagle Strategies LLC | 1,891 | $281,078.89 | $309,386.51 | $28,307.62 | 10.07% |
| JE John Ervin Ervin Investment Management LLC | 7,671 | $1.1M | $1.26M | $158,365.86 | 14.44% |
Caitlin Garner SC&H Financial Advisors Inc. | 21,664 | $2.35M | $3.54M | $1.2M | 50.93% |
Amir Ali Monsefi Aire Advisors LLC | 4,474 | $637,231.82 | $762,548.56 | $125,316.74 | 19.67% |
Jason Whitby Stone Summit Wealth LLC | 3,915 | $371,082.31 | $640,533.15 | $269,450.84 | 72.61% |
Kimberly Foster Laraway Financial Advisors Inc. | 1,496 | $213,075.28 | $244,760.56 | $31,685.28 | 14.87% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 2,760 | $247,201.87 | $451,563.6 | $204,361.73 | 82.67% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 2,840 | $356,760.8 | $464,652.4 | $107,891.6 | 30.24% |
David Mailloux WealthCare Investment Partners LLC | 2,001 | $300,193.79 | $339,269.55 | $39,075.76 | 13.02% |
Jonathan Yarger Yarger Wealth Strategies LLC | 1,619 | $235,807.35 | $264,884.59 | $29,077.24 | 12.33% |
| CC Cortney Cost Kraft Asset Management LLC | 21,066 | $2.43M | $3.45M | $1.02M | 41.75% |
Dave Reichert Echo45 Advisors LLC | 3,409 | $506,884.21 | $557,746.49 | $50,862.28 | 10.03% |
Timothy Carne SFG Wealth Management LLC | 21,290 | $2.66M | $3.48M | $821,501.84 | 30.86% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 2,338 | $331,936.04 | $382,520.18 | $50,584.14 | 15.24% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,706 | $968,027.72 | $1.26M | $292,750.94 | 30.24% |