| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Yoder Yoder Wealth Management Inc. | 30,519 | $3.79M | $6.69M | $2.91M | 76.78% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 223 | $42,849 | $48,908.36 | $6,059.36 | 14.14% |
Jacob Going Alpine Bank Wealth Management | 84 | $18,432 | $18,957.96 | $525.96 | 2.85% |
| CWL Channel Wealth LLC Channel Wealth LLC | 1,919 | $347,651.1 | $420,875.1 | $73,224 | 21.06% |
Scott Boyce Decker Retirement Planning Inc. | 262 | $55,007.09 | $57,461.84 | $2,454.75 | 4.46% |
| MN Mark Neitzel M1 Capital Management LLC | 22,123 | $4M | $4.85M | $853,832.16 | 21.36% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 11 | $1,365.29 | $2,412.52 | $1,047.23 | 76.7% |
Gregory Bosch Strategies Wealth Advisors, LLC | 312,815 | $48.68M | $68.61M | $19.92M | 40.93% |
Alexandra Stickelman Root Financial Partners, LLC | 3,497 | $666,097.23 | $766,962.07 | $100,864.84 | 15.14% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 26,724 | $4.86M | $5.86M | $996,236.62 | 20.48% |
Eugene Donato KENNEDY INVESTMENT GROUP | 2,256 | $416,101.17 | $494,785.94 | $78,684.77 | 18.91% |
Courtney Holt Compound Planning, Inc. | 29,629 | $4.91M | $6.5M | $1.59M | 32.4% |
Katherine Stoner Empower Advisory Group, LLC | 4,178 | $768,067.74 | $916,319 | $148,251.26 | 19.3% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,636 | $851,772.88 | $1.02M | $164,994.69 | 19.37% |
Nemes Rush Group LLC Nemes Rush Group LLC | 227 | $38,800.65 | $49,785.64 | $10,984.99 | 28.31% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,935 | $571,156.61 | $863,024.24 | $291,867.63 | 51.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,093 | $1.61M | $1.99M | $384,323.19 | 23.87% |
Annmarie Young KPP Advisory Services LLC | 8,870 | $1.53M | $1.95M | $413,127.04 | 26.96% |
| MWS MFA Wealth Services MFA Wealth Services | 5,115 | $918,646.26 | $1.12M | $203,175.59 | 22.12% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 39,619 | $6.09M | $8.69M | $2.6M | 42.73% |