| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Stevens Stevens Capital Partners | 5,363 | $377,098.53 | $606,769.82 | $229,671.29 | 60.9% |
Ashley Buboltz Moran Wealth Management LLC | 2,952 | $287,023 | $323,804.88 | $36,781.88 | 12.81% |
Jeffrey Rosenthal Viawealth LLC | 7,352 | $508,243.59 | $831,364.16 | $323,120.57 | 63.58% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 93,523 | $6.85M | $10.58M | $3.73M | 54.42% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,649 | $764,368.31 | $948,708.81 | $184,340.5 | 24.12% |
Vickie Chrisman LMG Wealth Partners LLC | 4,371 | $482,209 | $497,725.77 | $15,516.77 | 3.22% |
Paul B. Ordonio Park Place Capital Corp. | 131 | $12,611.37 | $15,041.42 | $2,430.05 | 19.27% |
Sheila J. Lindsay Bensler LLC | 7,787 | $616,318.77 | $854,156.03 | $237,837.26 | 38.59% |
Jill Batley Gateway Wealth Partners LLC | 8,404 | $817,156 | $921,834.76 | $104,678.76 | 12.81% |
Gregory Turcotte Alpha Financial Partners LLC | 5,593 | $495,604.38 | $632,456.44 | $136,852.06 | 27.61% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 562 | $47,810 | $64,528.84 | $16,718.84 | 34.97% |
Leigha Shepard Midwest Financial Group LLC | 11,182 | $1.1M | $1.23M | $127,916.34 | 11.64% |
Christopher E. Jaccard Financial Alternatives Inc. | 2,707 | $182,573.4 | $306,107.56 | $123,534.16 | 67.66% |
Beth Zilka Baron Wealth Management LLC | 8,889 | $606,757.3 | $975,034.41 | $368,277.11 | 60.7% |
| FFM Flagstone Financial Management Flagstone Financial Management | 7,823 | $588,667.71 | $858,104.87 | $269,437.16 | 45.77% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 5,447 | $501,205.87 | $597,481.43 | $96,275.56 | 19.21% |
Andrew Brady Brady Family Wealth LLC | 7,390 | $499,244.16 | $810,609.1 | $311,364.94 | 62.37% |
| PIL PFG Investments LLC PFG Investments LLC | 14,919 | $1.2M | $1.64M | $439,289.16 | 36.69% |
Jacqueline Washburn Vawter Financial Ltd. | 2,507 | $242,257.8 | $274,992.83 | $32,735.03 | 13.51% |
Jacob Going Alpine Bank Wealth Management | 1,917 | $168,964.41 | $216,889.38 | $47,924.97 | 28.36% |