| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kilter Group LLC Kilter Group LLC | 104 | $20,190.67 | $26,636.48 | $6,445.81 | 31.92% |
Tim Thomas Members Wealth LLC | 1,487 | $295,893.95 | $380,857.87 | $84,963.92 | 28.71% |
DSG Capital Advisors LLC DSG Capital Advisors LLC | 2,854 | $528,361.18 | $730,980.75 | $202,619.57 | 38.35% |
Darren Yoder Dynamic Financial Group | 12,500 | $2.35M | $3.2M | $849,351.48 | 36.11% |
Buddy Levy Nestegg Advisors Inc. | 80,035 | $14.94M | $20.47M | $5.52M | 36.97% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 1,930 | $357,264.22 | $497,090.8 | $139,826.58 | 39.14% |
Will Kelleher Lee-Kelleher Wealth Management | 2,491 | $486,907.36 | $637,397.08 | $150,489.72 | 30.91% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 950 | $202,987 | $243,314 | $40,327 | 19.87% |
Matthew Costa Woodside Wealth Management LLC | 4,535 | $853,305.21 | $1.16M | $306,611.74 | 35.93% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 45 | $9,465 | $11,504.25 | $2,039.25 | 21.55% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 2,607 | $549,508.42 | $667,600.56 | $118,092.14 | 21.49% |
Rydar Equities Inc. Rydar Equities Inc. | 42 | $10,533 | $10,652.88 | $119.88 | 1.14% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 1,052 | $197,988.57 | $270,584.92 | $72,596.35 | 36.67% |
Cole Dimond Caliber Wealth Management LLC / KS | 16,169 | $3.06M | $4.14M | $1.08M | 35.36% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 1,291 | $242,914.43 | $330,379.81 | $87,465.38 | 36.01% |
Michael Haskins LWM Advisors Inc. | 125,487 | $23.65M | $32.03M | $8.38M | 35.43% |
QTR Family Wealth LLC QTR Family Wealth LLC | 1,114 | $209,745.65 | $285,122.73 | $75,377.08 | 35.94% |
David Dirks Plum Street Advisors LLC | 1,899 | $399,436 | $486,504.81 | $87,068.81 | 21.8% |
Investment Research Partners LLC Investment Research Partners LLC | 1,114 | $228,161.56 | $285,406.8 | $57,245.24 | 25.09% |
Joanie R. Morioka Kondo Wealth Advisors Inc. | 1,580 | $309,898.71 | $404,669.6 | $94,770.89 | 30.58% |