| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Bulman Inc. Chris Bulman Inc | 67,523 | $2.7M | $3.12M | $426,456.3 | 15.82% |
Chad Warrick Summit Wealth Partners, LLC | 19,379 | $766,545.25 | $896,763.22 | $130,217.97 | 16.99% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 15,258 | $596,363.53 | $706,063.95 | $109,700.42 | 18.39% |
Sherod Bigelow Seros Financial LLC | 6,296 | $235,911 | $291,347.4 | $55,436.4 | 23.5% |
Tory Parke Three Seasons Wealth LLC | 14,352 | $465,005 | $662,344.8 | $197,339.8 | 42.44% |
Vantage Point Financial LLC Vantage Point Financial LLC | 6,019 | $237,190.67 | $278,017.61 | $40,826.94 | 17.21% |
Elizabeth Arce Sovran Advisors LLC | 32,857 | $1.28M | $1.52M | $238,213.34 | 18.59% |
| CM Chelsea Michels Michels Family Financial LLC | 42,695 | $1.67M | $1.97M | $305,469.82 | 18.31% |
| DN Daniel Newman Noble Wealth Management PBC | 460 | $19,757.22 | $21,263.5 | $1,506.28 | 7.62% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 9,926 | $387,961 | $458,829.35 | $70,868.35 | 18.27% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 3,984 | $160,436.22 | $184,120.56 | $23,684.34 | 14.76% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 11,274 | $484,204.95 | $521,366.13 | $37,161.18 | 7.67% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 15,337 | $637,967.56 | $709,259.56 | $71,292 | 11.17% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 10,223 | $440,202 | $472,455.94 | $32,253.94 | 7.33% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,713 | $73,573.5 | $79,174.86 | $5,601.36 | 7.61% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 15,392 | $671,147.46 | $711,418.24 | $40,270.78 | 6% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 15,134 | $596,213.3 | $699,493.48 | $103,280.18 | 17.32% |