| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 30,399 | $1.22M | $1.64M | $417,004.48 | 34.22% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 4,741 | $198,965.5 | $257,365.18 | $58,399.68 | 29.35% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,402 | $220,055.98 | $238,896.54 | $18,840.56 | 8.56% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,326 | $387,502.1 | $555,022.5 | $167,520.4 | 43.23% |
Russell Mohberg Regatta Capital Group LLC | 150,617 | $5.37M | $8.16M | $2.79M | 51.86% |
Christopher Warner WARNER FINANCIAL Inc. | 4,761 | $238,002.39 | $258,665.13 | $20,662.74 | 8.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,386 | $225,781.12 | $292,298.22 | $66,517.1 | 29.46% |
Rachel Faulk Cape Investment Advisory Inc. | 2,464 | $123,175 | $133,721.28 | $10,546.28 | 8.56% |
Scott Crane Crane Advisory LLC | 4,738 | $237,847.46 | $256,610.08 | $18,762.62 | 7.89% |
| BP Brett Pohl Kingdom Financial Group LLC | 608 | $27,408 | $32,722.56 | $5,314.56 | 19.39% |
Kevin Gray Lodestar Private Asset Management LLC | 8,881 | $393,900.33 | $480,639.72 | $86,739.39 | 22.02% |
Jill Batley Gateway Wealth Partners LLC | 32,262 | $1.46M | $1.73M | $277,900.69 | 19.09% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 18,830 | $830,797.78 | $1.03M | $194,213.27 | 23.38% |
Johnathan Kasting DDFG Inc. | 12,699 | $451,110.19 | $689,174.73 | $238,064.54 | 52.77% |
| PIL PFG Investments LLC PFG Investments LLC | 21,259 | $934,375 | $1.15M | $218,713.16 | 23.41% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,684 | $84,183 | $91,205.44 | $7,022.44 | 8.34% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 425 | $15,261.75 | $23,071.12 | $7,809.37 | 51.17% |
Brett Pohl Invera Wealth Advisors, LLC | 33,318 | $1.21M | $1.81M | $607,650.54 | 50.38% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 11,212 | $452,963.86 | $610,157.04 | $157,193.18 | 34.7% |
Courtney Holt Compound Planning, Inc. | 8,645 | $401,909.94 | $468,256.42 | $66,346.48 | 16.51% |