| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JJ Jason Jager Inman Jager Wealth Management LLC | 16,614 | $3.67M | $4.78M | $1.11M | 30.16% |
| JS Jeffrey Socha Entrewealth LLC | 1,625 | $360,093 | $467,366.25 | $107,273.25 | 29.79% |
| BW Bradley Wilson Crews Bank & Trust | 17,421 | $3.85M | $5.01M | $1.16M | 30.17% |
| CB Camaron Barta BXM Wealth LLC | 1,014 | $249,606.24 | $291,636.54 | $42,030.3 | 16.84% |
| KS Katherine Simmonds Conquis Financial LLC | 135 | $30,518.63 | $38,827.35 | $8,308.72 | 27.22% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 12,000 | $2.95M | $3.45M | $505,520 | 17.16% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 1,180 | $261,982.41 | $339,379.8 | $77,397.39 | 29.54% |
| JW Jeffrey Waters OFC Financial Planning LLC | 3,443 | $760,764.89 | $990,241.23 | $229,476.34 | 30.16% |
| SNW Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,138 | $275,350 | $327,300.18 | $51,950.18 | 18.87% |
| PBS P. Brian Saxton Saiph Capital LLC | 2,049 | $424,000.33 | $589,312.89 | $165,312.56 | 38.99% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 3,195 | $708,815.07 | $918,913.95 | $210,098.88 | 29.64% |
| FHL Financial Harvest LLC Financial Harvest LLC | 1,319 | $294,074.49 | $379,357.59 | $85,283.1 | 29% |
| MK Matthew Klein Matauro LLC | 3,220 | $711,452 | $926,104.2 | $214,652.2 | 30.17% |
| AIC Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 10,968 | $2.43M | $3.15M | $729,170.79 | 30.06% |
| CM Christopher McCall Journey Beyond Wealth LLC | 2,458 | $544,459.3 | $706,945.38 | $162,486.08 | 29.84% |
| GHI George Hall II One8Zero8 LLC | 365 | $84,871.21 | $104,977.65 | $20,106.44 | 23.69% |
| PCA Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 1,573 | $380,602.67 | $452,410.53 | $71,807.86 | 18.87% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 1,590 | $355,385.78 | $457,299.9 | $101,914.12 | 28.68% |
| IAL IFC Advisors LLC IFC Advisors LLC | 2,447 | $599,006.06 | $703,781.67 | $104,775.61 | 17.49% |
| FLP Financial Life Planners Financial Life Planners | 1,752 | $389,844.94 | $503,892.72 | $114,047.78 | 29.25% |