| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Tobin Slagle Financial, LLC | 2,088 | $967,666.97 | $1.51M | $546,696.79 | 56.5% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 5,711 | $2.78M | $4.14M | $1.36M | 49.04% |
John Shanley Aspect Partners, LLC | 3,634 | $1.95M | $2.59M | $639,006.99 | 32.69% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 557 | $234,668.42 | $405,496 | $170,827.58 | 72.8% |
| DT Derek Tinnin Altiora Financial Group, LLC | 645 | $382,541.54 | $470,456.55 | $87,915.01 | 22.98% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,217 | $1.55M | $2.32M | $768,513.68 | 49.62% |
| MRC Martin R. Curiel MYECFO, LLC | 712 | $392,818.36 | $511,308.56 | $118,490.2 | 30.16% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,368 | $1.52M | $1.71M | $193,009.89 | 12.7% |
Nancy Smetek Arcataur Capital Management LLC | 16,235 | $6.16M | $11.82M | $5.66M | 91.82% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 79,879 | $43.43M | $57.89M | $14.46M | 33.29% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 887 | $544,906.19 | $646,968.93 | $102,062.74 | 18.73% |
Bradley H. Owens LJI Wealth Management, LLC | 24,990 | $7.51M | $17.94M | $10.43M | 138.99% |
Annmarie Young KPP Advisory Services LLC | 33,563 | $20.15M | $24.03M | $3.88M | 19.25% |
| MWS MFA Wealth Services MFA Wealth Services | 3,287 | $1.72M | $2.36M | $641,283.01 | 37.3% |
Lars Phillips RAM Investment Partners, LLC | 1,052 | $538,975.74 | $762,984.04 | $224,008.3 | 41.56% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 530 | $248,971.4 | $383,412.6 | $134,441.2 | 54% |
Alisha Arvold Christopher J. Hasenberg, Inc | 17,061 | $8.28M | $12.25M | $3.98M | 48.05% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,304 | $1.35M | $1.65M | $306,721.17 | 22.76% |
Thomas Dobbins New Republic Capital, LLC | 667 | $384,682.57 | $477,525.31 | $92,842.74 | 24.13% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,835 | $1.4M | $2.04M | $641,380.8 | 45.78% |