| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 2,304 | $479,170.81 | $1.54M | $1.06M | 220.89% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 310 | $170,196.2 | $223,916.1 | $53,719.9 | 31.56% |
| CB Catherine Bluvol Next Level Private LLC | 500 | $207,344.6 | $333,679.99 | $126,335.39 | 60.93% |
Andrew Burkey Joseph Group Capital Management | 46 | $25,231.74 | $31,417.54 | $6,185.8 | 24.52% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,147 | $736,702.57 | $1.46M | $719,006.37 | 97.6% |
Kathleen Thornhill Confluence Wealth Services Inc. | 420 | $302,416.79 | $280,291.2 | -$22,125.59 | -7.32% |
Bill McVay Red Tortoise LLC | 35 | $4,987.5 | $23,357.6 | $18,370.1 | 368.32% |
Roger Steed KRS Capital Management LLC | 375 | $205,882.5 | $250,260 | $44,377.5 | 21.55% |
| MWM Marion Wealth Management Marion Wealth Management | 4,316 | $977,352.19 | $2.88M | $1.9M | 194.71% |
| KKS Karl K. Segerberg Settian Capita LLP | 27,000 | $4.68M | $18.71M | $14.03M | 299.79% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 548 | $394,581.91 | $365,713.27 | -$28,868.64 | -7.32% |
W. Travis McKinney HB Wealth Management LLC | 22,395 | $5.93M | $14.95M | $9.01M | 151.97% |
| LF Lukas Feh LGT Group Foundation | 1,152 | $393,863.4 | $773,809.94 | $379,946.54 | 96.47% |
Michelle McCarthy Vantage Financial Partners LLC | 1,859 | $554,420.72 | $1.24M | $686,201.5 | 123.77% |
Allison Tronnes Forum Financial Management LP | 854 | $210,506.68 | $569,925.43 | $359,418.75 | 170.74% |
William Jollie Quent Capital LLC | 1,569 | $304,200.63 | $1.05M | $749,947.69 | 246.53% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,534 | $533,402 | $2.42M | $1.89M | 354.36% |
Missy Straw Nilsine Partners LLC | 625 | $343,137.5 | $417,099.99 | $73,962.49 | 21.55% |
Dalila Toledo Ascent Group LLC | 5,920 | $1.25M | $3.95M | $2.7M | 217.07% |
| EM Erin Mccann Simplicity Wealth LLC | 773 | $485,104.55 | $527,951.26 | $42,846.71 | 8.83% |