| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NCM NCM Capital Management LLC NCM Capital Management LLC | 6,251 | $316,626.13 | $446,946.5 | $130,320.37 | 41.16% |
Tracy Murray EdgeRock Capital LLC | 4,508 | $275,567.98 | $322,953.12 | $47,385.14 | 17.2% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,051 | $107,656.99 | $145,508.19 | $37,851.2 | 35.16% |
Penny A. Phillips Journey Strategic Wealth LLC | 283,384 | $15.45M | $20.09M | $4.64M | 30.04% |
W. Travis McKinney HB Wealth Management LLC | 15,804 | $935,517.25 | $1.13M | $194,942.87 | 20.84% |
| EM Erin Mccann Simplicity Wealth LLC | 13,737 | $853,651.51 | $981,714.7 | $128,063.19 | 15% |
| DW Darren Woolson Asset Allocation Strategies LLC | 113,000 | $6.36M | $8.1M | $1.74M | 27.37% |
Mark Fiskio Empirical Asset Management LLC | 8,800 | $504,089.86 | $625,680 | $121,590.14 | 24.12% |
Daniel Ronan Catalyst Financial Partners LLC | 4,492 | $270,059.13 | $319,560.88 | $49,501.75 | 18.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,264 | $456,420.72 | $591,123.92 | $134,703.2 | 29.51% |
Kevin Zemann WealthPlan Investment Management LLC | 11,329 | $681,099.48 | $805,605.19 | $124,505.71 | 18.28% |
Lukas Lindgren Abound Wealth Management | 493 | $28,118.29 | $35,291.4 | $7,173.11 | 25.51% |
Kellie Borror Daner Wealth Management LLC | 220,990 | $12.52M | $15.8M | $3.28M | 26.19% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 14,894 | $890,186.52 | $1.07M | $175,926 | 19.76% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,375 | $72,765.59 | $97,721.25 | $24,955.66 | 34.3% |
Moises Valladares Insigneo Advisory Services LLC | 4,530 | $310,486 | $321,267.6 | $10,781.6 | 3.47% |
Jill Batley Gateway Wealth Partners LLC | 30,196 | $1.82M | $2.14M | $323,851.71 | 17.84% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 26,645 | $1.29M | $1.91M | $614,548.55 | 47.47% |
| CWL Channel Wealth LLC Channel Wealth LLC | 10,237 | $545,079.63 | $732,764.46 | $187,684.83 | 34.43% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 8,954 | $469,999.97 | $635,913.08 | $165,913.11 | 35.3% |