| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFM Flagstone Financial Management Flagstone Financial Management | 7,823 | $588,667.71 | $853,645.76 | $264,978.05 | 45.01% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 5,447 | $501,205.87 | $592,361.25 | $91,155.38 | 18.19% |
Andrew Brady Brady Family Wealth LLC | 7,390 | $499,244.16 | $808,909.4 | $309,665.24 | 62.03% |
| PIL PFG Investments LLC PFG Investments LLC | 14,919 | $1.2M | $1.63M | $431,829.66 | 36.07% |
| JC Jared Calvert Buck Wealth Strategies LLC | 745 | $82,192 | $81,227.35 | -$964.65 | -1.17% |
Jacqueline Washburn Vawter Financial Ltd. | 2,507 | $242,257.8 | $275,494.23 | $33,236.43 | 13.72% |
Jacob Going Alpine Bank Wealth Management | 1,917 | $168,964.41 | $208,320.39 | $39,355.98 | 23.29% |
| MN Mark Neitzel M1 Capital Management LLC | 4,828 | $426,772.14 | $528,472.88 | $101,700.74 | 23.83% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 814 | $56,915.07 | $89,100.44 | $32,185.37 | 56.55% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,984 | $218,886 | $216,623.04 | -$2,262.96 | -1.03% |
Brett Pohl Invera Wealth Advisors, LLC | 4,364 | $401,357.08 | $479,559.96 | $78,202.88 | 19.48% |
Alexandra Stickelman Root Financial Partners, LLC | 3,585 | $390,374.56 | $389,653.65 | -$720.91 | -0.18% |
Able Financial Group LLC ABLE Financial Group, LLC | 22,569 | $1.8M | $2.46M | $658,150.53 | 36.54% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,239 | $452,363 | $460,185.84 | $7,822.84 | 1.73% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,000 | $110,320 | $108,810 | -$1,510 | -1.37% |
Courtney Holt Compound Planning, Inc. | 11,482 | $998,350.15 | $1.25M | $253,876.77 | 25.43% |
Katherine Stoner Empower Advisory Group, LLC | 7,356 | $591,627.69 | $796,360.56 | $204,732.87 | 34.61% |
Nemes Rush Group LLC Nemes Rush Group LLC | 249 | $22,040.12 | $27,111.12 | $5,071 | 23.01% |
Scott Kapusta First County Bank /CT/ | 3,281 | $297,401.48 | $358,990.61 | $61,589.13 | 20.71% |
Megan J. Lottier Rockwood Wealth Management, LLC | 4,954 | $493,923.74 | $544,395.06 | $50,471.32 | 10.22% |