| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Rosenthal Viawealth LLC | 778 | $170,140.87 | $296,025.11 | $125,884.24 | 73.99% |
| FFL Financial Freedom LLC Financial Freedom LLC | 412 | $88,980.35 | $156,955.52 | $67,975.17 | 76.39% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 973 | $280,016.57 | $369,263.23 | $89,246.66 | 31.87% |
| VC Vickie Chrisman LMG Wealth Partners LLC | 47,263 | $10.44M | $17.94M | $7.5M | 71.84% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,328 | $381,421.96 | $505,914.88 | $124,492.92 | 32.64% |
| SJL Sheila J. Lindsay Bensler LLC | 1,878 | $483,104.2 | $712,719.78 | $229,615.58 | 47.53% |
| HRL Hannah Rae Leone Foundation Wealth Management LLC | 18,106 | $4.17M | $6.87M | $2.71M | 64.93% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 457 | $109,710.23 | $173,436.07 | $63,725.84 | 58.09% |
| NB Nicholas Brown Granite Harbor Advisors Inc. | 1,314 | $420,573.9 | $498,676.14 | $78,102.24 | 18.57% |
John Carey JP Wealth Management Inc. | 697 | $223,068 | $262,476.26 | $39,408.26 | 17.67% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 6,923 | $1.62M | $2.63M | $1.01M | 62.59% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 521 | $205,253 | $196,271.12 | -$8,981.88 | -4.38% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 4,462 | $1.43M | $1.69M | $266,654.19 | 18.67% |
| JG Jacob Going Alpine Bank Wealth Management | 1,310 | $372,040 | $497,505.25 | $125,465.25 | 33.72% |
David Silver INSTRUMENTAL WEALTH, LLC | 13,188 | $3.61M | $5.04M | $1.43M | 39.58% |
Brian Glas Noble Family Wealth, LLC | 21,468 | $4.96M | $8.15M | $3.19M | 64.26% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 536 | $135,189.92 | $202,827.76 | $67,637.84 | 50.03% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,820 | $475,030.03 | $691,190.5 | $216,160.47 | 45.5% |
Alexandra Stickelman Root Financial Partners, LLC | 361 | $115,435.17 | $136,606.01 | $21,170.84 | 18.34% |
Courtney Holt Compound Planning, Inc. | 5,079 | $1.46M | $1.92M | $464,672.14 | 31.89% |