| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeremy Schletz Edge Financial Advisors LLC | 842 | $271,262 | $354,654.61 | $83,392.61 | 30.74% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 1,774 | $468,079.36 | $747,705.52 | $279,626.16 | 59.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.13M | $301.95M | $477.36M | $175.41M | 58.09% |
Angela Mari Abich Financial Wealth Management LLC | 15 | $5,482 | $6,259.87 | $777.87 | 14.19% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 21,509 | $5.65M | $9.06M | $3.41M | 60.39% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,200 | $1.94M | $2.19M | $249,496 | 12.85% |
Ryan M Palmer Optimist Retirement Group LLC | 3,407 | $901,476.12 | $1.44M | $534,676.59 | 59.31% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,589 | $593,531.98 | $660,849.21 | $67,317.23 | 11.34% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 64 | $23,390.78 | $26,789.12 | $3,398.34 | 14.53% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,450 | $555,064.14 | $603,925 | $48,860.86 | 8.8% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 3,331 | $874,486.41 | $1.4M | $529,030.47 | 60.5% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 655 | $268,070 | $276,062.85 | $7,992.85 | 2.98% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,571 | $412,010.76 | $660,629.06 | $248,618.3 | 60.34% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,342 | $456,194.58 | $565,223.56 | $109,028.98 | 23.9% |
Jessica Vickery BlueChip Wealth Advisors LLC | 812 | $212,961 | $342,363.56 | $129,402.56 | 60.76% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,330 | $428,472.72 | $558,746.3 | $130,273.58 | 30.4% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 498 | $202,026 | $209,005.62 | $6,979.62 | 3.45% |
Columbia Bank Columbia Bank | 913 | $298,153.72 | $384,345.61 | $86,191.89 | 28.91% |
| WL Wealthcollab LLC WealthCollab, LLC | 730 | $191,450.59 | $306,928.5 | $115,477.91 | 60.32% |
Mark Weiskind Fairway Wealth LLC | 2,016 | $717,038.48 | $846,216 | $129,177.52 | 18.02% |