| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 7,307 | $495,657.42 | $591,282.44 | $95,625.02 | 19.29% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 125 | $8,976 | $10,111.25 | $1,135.25 | 12.65% |
PETER KRUSSEL Southland Equity Partners LLC | 14,975 | $1.06M | $1.21M | $147,963.36 | 13.95% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 502 | $33,689 | $40,488.81 | $6,799.81 | 20.18% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 3,299 | $205,726 | $266,024.43 | $60,298.43 | 29.31% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 65,573 | $4.45M | $5.29M | $838,258.95 | 18.83% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 37,321 | $2.62M | $3M | $383,510.46 | 14.65% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 12,846 | $920,838.96 | $1.03M | $112,364.82 | 12.2% |
Brian Griffin Friday Financial | 8,322 | $668,969 | $665,760 | -$3,209 | -0.48% |
| JCH Joseph C. Hand Morangie Management LLC | 14,775 | $1.04M | $1.19M | $155,285.05 | 14.98% |
| BWL Balance Wealth LLC Balance Wealth LLC | 268,448 | $18.56M | $21.55M | $2.99M | 16.08% |