| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel McGlinn Grey Fox Wealth Advisors LLC | 6,779 | $604,609.62 | $1.25M | $640,963.91 | 106.01% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 336,216 | $30.65M | $63.11M | $32.45M | 105.87% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 7,540 | $1.1M | $1.41M | $312,064.89 | 28.31% |
| SM Sarah Moore BOS Asset Management LLC | 76,934 | $9.56M | $14.35M | $4.79M | 50.16% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,655 | $272,154.05 | $310,411.8 | $38,257.75 | 14.06% |
Jill Batley Gateway Wealth Partners LLC | 5,129 | $795,559 | $961,995.24 | $166,436.24 | 20.92% |
Johnathan Kasting DDFG Inc. | 273,494 | $23.43M | $51.3M | $27.86M | 118.9% |
| PIL PFG Investments LLC PFG Investments LLC | 6,934 | $668,129.24 | $1.3M | $629,291.5 | 94.19% |
| SB Scott Boyce Decker Retirement Planning Inc. | 103 | $16,948 | $19,506.14 | $2,558.14 | 15.09% |
David Silver INSTRUMENTAL WEALTH, LLC | 2,048 | $339,173.58 | $387,850.24 | $48,676.66 | 14.35% |
| MN Mark Neitzel M1 Capital Management LLC | 2,532 | $352,788.58 | $475,104.48 | $122,315.9 | 34.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 118,225 | $11.3M | $22.12M | $10.82M | 95.69% |
Gregory Bosch Strategies Wealth Advisors, LLC | 150,231 | $13.98M | $28.19M | $14.21M | 101.61% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 100,231 | $10.03M | $18.81M | $8.78M | 87.51% |
Alexandra Stickelman Root Financial Partners, LLC | 76 | $12,505.45 | $14,220.36 | $1,714.91 | 13.71% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,427 | $885,834.77 | $1.02M | $129,611.2 | 14.63% |
Katherine Stoner Empower Advisory Group, LLC | 4,570 | $575,222.48 | $855,092.7 | $279,870.22 | 48.65% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 9,348 | $979,412.88 | $1.75M | $769,691.4 | 78.59% |
Nemes Rush Group LLC Nemes Rush Group LLC | 428 | $54,441.17 | $80,083.08 | $25,641.91 | 47.1% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,039 | $419,713.22 | $568,627.29 | $148,914.07 | 35.48% |