| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Distler Lakeridge Wealth Management LLC | 29,672 | $1.1M | $1.29M | $190,084.37 | 17.35% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,077 | $105,996.68 | $133,326.41 | $27,329.73 | 25.78% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,605 | $379,430.02 | $464,974.1 | $85,544.08 | 22.55% |
Chris M. Frantz Catalina Capital Group, LLC | 8,754 | $293,592.71 | $379,310.82 | $85,718.11 | 29.2% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,178 | $47,238 | $51,042.74 | $3,804.74 | 8.05% |
Janice M. Powell Diversify Advisory Services, LLC | 36,896 | $1.59M | $1.62M | $27,664.74 | 1.74% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 36,896 | $1.55M | $1.6M | $49,968.68 | 3.23% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,218 | $207,102 | $226,095.94 | $18,993.94 | 9.17% |
Nathan Edwards IMG Wealth Management, Inc. | 1,403 | $53,328.26 | $61,514.25 | $8,185.99 | 15.35% |
Chris Bulman Inc. Chris Bulman Inc | 70,185 | $2.53M | $3.04M | $514,716.82 | 20.37% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 18,292 | $733,509 | $801,006.68 | $67,497.68 | 9.2% |
Chad Warrick Summit Wealth Partners, LLC | 7,732 | $270,512.77 | $335,027.56 | $64,514.79 | 23.85% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,035 | $148,491.91 | $174,836.55 | $26,344.64 | 17.74% |
Sherod Bigelow Seros Financial LLC | 11,305 | $397,145.04 | $496,232.97 | $99,087.93 | 24.95% |
Tory Parke Three Seasons Wealth LLC | 10,105 | $361,961.02 | $443,558.97 | $81,597.95 | 22.54% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 6,730 | $241,069 | $291,610.9 | $50,541.9 | 20.97% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 7,256 | $266,769.25 | $314,402.48 | $47,633.23 | 17.86% |
Crux Wealth Advisors Crux Wealth Advisors | 6,971 | $279,537 | $302,053.43 | $22,516.43 | 8.05% |
| DN Daniel Newman Noble Wealth Management PBC | 14,313 | $512,691.58 | $620,182.29 | $107,490.71 | 20.97% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 12,110 | $456,670.88 | $530,960.53 | $74,289.65 | 16.27% |