| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JJ Jason Jager Inman Jager Wealth Management LLC | 16,071 | $3.55M | $4.4M | $844,289.63 | 23.78% |
| JS Jeffrey Socha Entrewealth LLC | 2,494 | $608,400.08 | $678,816.92 | $70,416.84 | 11.57% |
Bradley Wilson Crews Bank & Trust | 17,228 | $3.81M | $4.67M | $860,932.78 | 22.62% |
Camaron Barta BXM Wealth LLC | 1,059 | $263,124 | $290,838.46 | $27,714.46 | 10.53% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 1,334 | $400,801 | $364,782.3 | -$36,018.7 | -8.99% |
| KS Katherine Simmonds Conquis Financial LLC | 135 | $30,518.63 | $36,850.95 | $6,332.32 | 20.75% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 12,000 | $2.95M | $3.25M | $299,900 | 10.18% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 887 | $197,259.94 | $243,304.09 | $46,044.15 | 23.34% |
| JW Jeffrey Waters OFC Financial Planning LLC | 3,413 | $754,136.09 | $931,407.67 | $177,271.58 | 23.51% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,138 | $275,350 | $312,381 | $37,031 | 13.45% |
| PBS P. Brian Saxton Saiph Capital LLC | 2,081 | $433,614.72 | $573,794.13 | $140,179.41 | 32.33% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 3,160 | $701,081.47 | $865,050 | $163,968.53 | 23.39% |
Financial Harvest LLC Financial Harvest LLC | 1,519 | $349,652.51 | $417,846.5 | $68,193.99 | 19.5% |
| MK Matthew Klein Matauro LLC | 1,775 | $392,182.39 | $487,237.5 | $95,055.11 | 24.24% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 10,787 | $2.39M | $2.94M | $550,663.7 | 23.09% |
| CM Christopher McCall Journey Beyond Wealth LLC | 2,458 | $544,459.3 | $664,962.74 | $120,503.44 | 22.13% |
George Hall II One8Zero8 LLC | 375 | $87,756.85 | $102,005.62 | $14,248.77 | 16.24% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 1,991 | $506,170.83 | $546,011.84 | $39,841.01 | 7.87% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 2,138 | $520,004.93 | $586,421.33 | $66,416.4 | 12.77% |
| IAL IFC Advisors LLC IFC Advisors LLC | 3,872 | $1.03M | $1.06M | $34,884.36 | 3.4% |