| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 8,737 | $510,951.51 | $604,513.03 | $93,561.52 | 18.31% |
| DW Darren Woolson Asset Allocation Strategies LLC | 109,695 | $6.13M | $7.59M | $1.46M | 23.88% |
Mark Fiskio Empirical Asset Management LLC | 7,603 | $422,047.48 | $526,355.69 | $104,308.21 | 24.71% |
Daniel Ronan Catalyst Financial Partners LLC | 5,699 | $342,624 | $395,197.15 | $52,573.15 | 15.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,264 | $456,420.72 | $573,810.84 | $117,390.12 | 25.72% |
Kevin Zemann WealthPlan Investment Management LLC | 12,885 | $774,646.2 | $893,510.32 | $118,864.12 | 15.34% |
Lukas Lindgren Abound Wealth Management | 456 | $25,580 | $31,495.92 | $5,915.92 | 23.13% |
Kellie Borror Daner Wealth Management LLC | 225,476 | $12.77M | $15.66M | $2.88M | 22.56% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 15,790 | $941,957.4 | $1.1M | $153,947.55 | 16.34% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,800 | $148,860.34 | $194,334 | $45,473.66 | 30.55% |
Jill Batley Gateway Wealth Partners LLC | 67,876 | $4.08M | $4.71M | $630,906.54 | 15.46% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 26,645 | $1.29M | $1.85M | $554,996.97 | 42.87% |
| CWL Channel Wealth LLC Channel Wealth LLC | 12,515 | $664,651.85 | $868,541 | $203,889.15 | 30.68% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 11,841 | $621,540.05 | $820,522.09 | $198,982.04 | 32.01% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,175 | $216,065.29 | $289,285.75 | $73,220.46 | 33.89% |
Denise Reinert CGC Financial Services, LLC | 75 | $4,509 | $5,195.25 | $686.25 | 15.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 28,569 | $1.7M | $1.96M | $261,779.47 | 15.4% |
MICHAEL DE LUZ Williams & Novak, LLC | 5,667 | $343,874.59 | $392,751.43 | $48,876.84 | 14.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 50,748 | $2.84M | $3.52M | $675,214.45 | 23.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 306,114 | $18.21M | $21.24M | $3.03M | 16.66% |