| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,639 | $70,575 | $76,098.77 | $5,523.77 | 7.83% |
Andrew Bowers BridgePort Financial Solutions, LLC | 4,626 | $213,027 | $214,785.18 | $1,758.18 | 0.83% |
Chris Bulman Inc. Chris Bulman Inc | 64,505 | $2.58M | $2.99M | $411,562.42 | 15.93% |
Chad Warrick Summit Wealth Partners, LLC | 19,379 | $766,545.25 | $899,766.97 | $133,221.72 | 17.38% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 15,258 | $596,363.53 | $708,428.94 | $112,065.41 | 18.79% |
Sherod Bigelow Seros Financial LLC | 4,596 | $172,212.03 | $214,748.1 | $42,536.07 | 24.7% |
Tory Parke Three Seasons Wealth LLC | 14,352 | $465,005 | $670,597.2 | $205,592.2 | 44.21% |
Heather Scully NWF Advisory Services Inc. | 4,410 | $203,081 | $204,756.3 | $1,675.3 | 0.82% |
Vantage Point Financial LLC Vantage Point Financial LLC | 6,019 | $237,190.67 | $281,207.68 | $44,017.01 | 18.56% |
Elizabeth Arce Sovran Advisors LLC | 32,857 | $1.28M | $1.53M | $244,456.17 | 19.08% |
| CM Chelsea Michels Michels Family Financial LLC | 42,438 | $1.66M | $1.98M | $324,001.3 | 19.53% |
| DN Daniel Newman Noble Wealth Management PBC | 460 | $19,757.22 | $21,357.8 | $1,600.58 | 8.1% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 9,926 | $387,961 | $460,864.18 | $72,903.18 | 18.79% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 3,984 | $160,436.22 | $186,212.16 | $25,775.94 | 16.07% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 11,274 | $484,204.95 | $523,451.82 | $39,246.87 | 8.11% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 15,337 | $637,967.56 | $714,550.83 | $76,583.27 | 12% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 10,223 | $440,202 | $474,653.89 | $34,451.89 | 7.83% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,713 | $73,573.5 | $80,031.36 | $6,457.86 | 8.78% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 15,392 | $671,147.46 | $714,650.56 | $43,503.1 | 6.48% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 15,102 | $594,962.42 | $705,640.95 | $110,678.53 | 18.6% |