| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 17,638 | $566,256.12 | $826,428.49 | $260,172.37 | 45.95% |
Brian Distler Lakeridge Wealth Management LLC | 7,461 | $293,253.22 | $352,047.28 | $58,794.06 | 20.05% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,649 | $130,827.07 | $171,028.63 | $40,201.56 | 30.73% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,434 | $344,313.74 | $395,470.26 | $51,156.52 | 14.86% |
David Quinn Pine Harbor Wealth Management, LLC | 5,834 | $255,053 | $275,568.99 | $20,515.99 | 8.04% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,639 | $70,575 | $77,328.02 | $6,753.02 | 9.57% |
Andrew Bowers BridgePort Financial Solutions, LLC | 4,626 | $213,027 | $217,815.21 | $4,788.21 | 2.25% |
Chris Bulman Inc. Chris Bulman Inc | 64,505 | $2.58M | $3.04M | $458,328.54 | 17.74% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 15,258 | $596,363.53 | $714,913.59 | $118,550.06 | 19.88% |
Sherod Bigelow Seros Financial LLC | 4,596 | $172,212.03 | $216,636.6 | $44,424.57 | 25.8% |
Tory Parke Three Seasons Wealth LLC | 14,352 | $465,005 | $677,199.12 | $212,194.12 | 45.63% |
Heather Scully NWF Advisory Services Inc. | 4,410 | $203,081 | $207,159.75 | $4,078.75 | 2.01% |
Vantage Point Financial LLC Vantage Point Financial LLC | 6,019 | $237,190.67 | $284,006.51 | $46,815.84 | 19.74% |
Elizabeth Arce Sovran Advisors LLC | 32,857 | $1.28M | $1.54M | $260,227.53 | 20.31% |
| CM Chelsea Michels Michels Family Financial LLC | 42,438 | $1.66M | $2M | $343,098.4 | 20.68% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 9,926 | $387,961 | $468,308.68 | $80,347.68 | 20.71% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 3,984 | $160,436.22 | $187,387.44 | $26,951.22 | 16.8% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 15,337 | $637,967.56 | $722,219.33 | $84,251.77 | 13.21% |
| KV Katherine Vessenes Vestment Financial LLC | 12,364 | $578,150 | $580,118.88 | $1,968.88 | 0.34% |
| LS Larry Steckler Blue Sky Capital Consultants Group Inc. | 14,371 | $673,439 | $678,454.91 | $5,015.91 | 0.74% |