| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,475 | $317,542.16 | $420,124.12 | $102,581.96 | 32.3% |
Chad Warrick Summit Wealth Partners, LLC | 11,529 | $665,585.36 | $883,697.85 | $218,112.49 | 32.77% |
JAMES ELIOS Elios Financial Group Inc. | 7,543 | $458,016.09 | $578,510.38 | $120,494.29 | 26.31% |
Bradley Wilson Crews Bank & Trust | 19 | $1,223 | $1,453.88 | $230.88 | 18.88% |
Bryan Molinar Atlas Legacy Advisors LLC | 52,887 | $3.1M | $4.05M | $946,116.15 | 30.53% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 12,746 | $742,466.75 | $975,005.27 | $232,538.52 | 31.32% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 3,381 | $225,749 | $258,629.59 | $32,880.59 | 14.57% |
Buddy Levy Nestegg Advisors Inc. | 3,870 | $241,914 | $295,609.95 | $53,695.95 | 22.2% |
Fortitude Financial LLC Fortitude Financial LLC | 23,946 | $1.54M | $1.83M | $291,542.36 | 18.91% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 9,776 | $584,945.01 | $746,495.36 | $161,550.35 | 27.62% |