| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,036 | $39,378.77 | $45,951.78 | $6,573.01 | 16.69% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,644 | $646,945.75 | $867,773.7 | $220,827.95 | 34.13% |
Brian Distler Lakeridge Wealth Management LLC | 29,672 | $1.1M | $1.32M | $222,426.85 | 20.3% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,077 | $105,996.68 | $135,957.24 | $29,960.56 | 28.27% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,605 | $379,430.02 | $468,687.97 | $89,257.95 | 23.52% |
Chris M. Frantz Catalina Capital Group, LLC | 8,754 | $293,592.71 | $388,983.99 | $95,391.28 | 32.49% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,178 | $47,238 | $52,279.64 | $5,041.64 | 10.67% |
Janice M. Powell Diversify Advisory Services, LLC | 36,896 | $1.59M | $1.64M | $46,858.04 | 2.95% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 36,896 | $1.55M | $1.64M | $88,156.04 | 5.69% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,218 | $207,102 | $231,313.94 | $24,211.94 | 11.69% |
Nathan Edwards IMG Wealth Management, Inc. | 1,403 | $53,328.26 | $62,068.72 | $8,740.46 | 16.39% |
Chris Bulman Inc. Chris Bulman Inc | 70,185 | $2.53M | $3.12M | $590,165.69 | 23.36% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 18,292 | $733,509 | $812,530.64 | $79,021.64 | 10.77% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,035 | $148,491.91 | $178,246.12 | $29,754.21 | 20.04% |
Sherod Bigelow Seros Financial LLC | 11,305 | $397,145.04 | $501,320.22 | $104,175.18 | 26.23% |
Tory Parke Three Seasons Wealth LLC | 10,105 | $361,961.02 | $448,914.62 | $86,953.6 | 24.02% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 6,730 | $241,069 | $298,845.65 | $57,776.65 | 23.97% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 4,439 | $163,103.69 | $197,180.38 | $34,076.69 | 20.89% |
Crux Wealth Advisors Crux Wealth Advisors | 6,971 | $279,537 | $309,651.82 | $30,114.82 | 10.77% |
| DN Daniel Newman Noble Wealth Management PBC | 12,433 | $445,349.99 | $549,414.27 | $104,064.28 | 23.37% |