| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 13,256 | $609,536.61 | $715,691.44 | $106,154.83 | 17.42% |
Matthew Riley Hickory Point Bank & Trust | 611 | $32,169 | $32,841.25 | $672.25 | 2.09% |
Millstone Evans Group LLC Millstone Evans Group LLC | 1,454 | $60,703.07 | $78,217.93 | $17,514.86 | 28.85% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 5,147 | $231,872.78 | $278,941.66 | $47,068.88 | 20.3% |
Kay Dee Cole Clarity Wealth Development LLC | 7,554 | $310,035.08 | $409,389.03 | $99,353.95 | 32.05% |
Vantage Point Financial LLC Vantage Point Financial LLC | 5,025 | $220,231.03 | $272,832.37 | $52,601.34 | 23.88% |
VestGen Advisors LLC VestGen Advisors LLC | 11,128 | $451,629.99 | $603,638.36 | $152,008.37 | 33.66% |
Sincerus Advisory LLC Sincerus Advisory LLC | 37,484 | $1.49M | $2.03M | $537,229.18 | 35.98% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 5,854 | $230,472.37 | $317,345.34 | $86,872.97 | 37.69% |
| DC David Cantor LongView Asset Management LLC | 51,829 | $2.05M | $2.81M | $760,857.86 | 37.17% |
Crux Wealth Advisors Crux Wealth Advisors | 79,972 | $3.35M | $4.34M | $986,548.05 | 29.41% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 111 | $4,381.93 | $5,988.45 | $1,606.52 | 36.66% |
Rossby Financial LLC Rossby Financial LLC | 11,912 | $469,593.65 | $646,464.24 | $176,870.59 | 37.66% |
Columbia River Financial Group LLC Columbia River Financial Group LLC | 7,884 | $310,393.08 | $427,273.38 | $116,880.3 | 37.66% |
David Dirks Plum Street Advisors LLC | 85,371 | $3.46M | $4.63M | $1.17M | 33.9% |
William P. Ratcliff Rebel Financial LLC | 89,316 | $4.03M | $4.84M | $813,644.92 | 20.21% |
Adam Scott Argyle Capital Partners LLC | 5,164 | $209,487.42 | $280,534.3 | $71,046.88 | 33.91% |