| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracy Murray EdgeRock Capital LLC | 4,508 | $275,567.98 | $311,908.52 | $36,340.54 | 13.19% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,051 | $107,656.99 | $141,908.69 | $34,251.7 | 31.82% |
Penny A. Phillips Journey Strategic Wealth LLC | 283,384 | $15.45M | $19.61M | $4.16M | 26.92% |
W. Travis McKinney HB Wealth Management LLC | 16,364 | $965,191.65 | $1.13M | $167,033.51 | 17.31% |
| EM Erin Mccann Simplicity Wealth LLC | 13,737 | $853,651.51 | $950,463.03 | $96,811.52 | 11.34% |
| DW Darren Woolson Asset Allocation Strategies LLC | 113,000 | $6.36M | $8.05M | $1.7M | 26.69% |
Mark Fiskio Empirical Asset Management LLC | 8,800 | $504,089.86 | $626,296 | $122,206.14 | 24.24% |
Daniel Ronan Catalyst Financial Partners LLC | 4,492 | $270,059.13 | $310,801.48 | $40,742.35 | 15.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,264 | $456,420.72 | $571,786.16 | $115,365.44 | 25.28% |
Kevin Zemann WealthPlan Investment Management LLC | 12,472 | $749,816.64 | $862,937.68 | $113,121.04 | 15.09% |
Lukas Lindgren Abound Wealth Management | 493 | $28,118.29 | $34,110.67 | $5,992.38 | 21.31% |
Kellie Borror Daner Wealth Management LLC | 220,990 | $12.52M | $15.75M | $3.23M | 25.79% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 14,894 | $890,186.52 | $1.03M | $140,329.34 | 15.76% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,375 | $72,765.59 | $95,136.25 | $22,370.66 | 30.74% |
Moises Valladares Insigneo Advisory Services LLC | 4,530 | $310,486 | $322,853.1 | $12,367.1 | 3.98% |
Jill Batley Gateway Wealth Partners LLC | 67,876 | $4.08M | $4.7M | $615,634.44 | 15.09% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 26,645 | $1.29M | $1.9M | $604,423.45 | 46.69% |
| CWL Channel Wealth LLC Channel Wealth LLC | 12,515 | $664,651.85 | $865,912.85 | $201,261 | 30.28% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 8,954 | $469,999.97 | $619,527.26 | $149,527.29 | 31.81% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,122 | $213,635.69 | $285,201.18 | $71,565.49 | 33.5% |