| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 2,872 | $95,379.21 | $143,111.76 | $47,732.55 | 50.05% |
PETER KRUSSEL Southland Equity Partners LLC | 384,166 | $12.12M | $19.12M | $7.01M | 57.83% |
Andrea Butler Sequent Planning LLC | 5,691 | $260,619.07 | $283,838.62 | $23,219.55 | 8.91% |
Dustin Schick Evergreen Private Wealth LLC | 3,547 | $132,090.29 | $176,906.62 | $44,816.33 | 33.93% |
Chandler te Velde Maia Wealth LLC | 5,251 | $218,831.27 | $261,893.62 | $43,062.35 | 19.68% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 110,946 | $5.2M | $5.53M | $330,383.53 | 6.36% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,104 | $621,900.25 | $951,474.72 | $329,574.47 | 52.99% |
Chris Chatto Encompass More Asset Management | 16,153 | $690,622.79 | $801,511.86 | $110,889.07 | 16.06% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 101,957 | $4.7M | $5.07M | $371,633.67 | 7.9% |
Robert R Schulz Schulz Wealth, LTD. | 17,290 | $643,879.73 | $861,214.9 | $217,335.17 | 33.75% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,689 | $214,986.13 | $233,535.64 | $18,549.51 | 8.63% |
Brian Distler Lakeridge Wealth Management LLC | 28,017 | $1.13M | $1.39M | $264,685.43 | 23.52% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,264 | $187,517.32 | $212,325.88 | $24,808.56 | 13.23% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 137,141 | $6.16M | $6.83M | $668,222.74 | 10.85% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 177,189 | $6.71M | $8.82M | $2.11M | 31.51% |
Chris M. Frantz Catalina Capital Group, LLC | 10,572 | $465,696.59 | $526,432.74 | $60,736.15 | 13.04% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,805 | $432,552.49 | $537,818.87 | $105,266.38 | 24.34% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 16,020 | $662,646.05 | $797,395.5 | $134,749.45 | 20.34% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,426 | $392,019.14 | $468,990.63 | $76,971.49 | 19.63% |
Chris Bulman Inc. Chris Bulman Inc | 26,008 | $1.11M | $1.29M | $185,544.17 | 16.73% |