| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 25,999 | $654,743.17 | $733,301.79 | $78,558.62 | 12% |
Michael Snyder Beaumont Financial Advisors LLC | 506,641 | $12.54M | $14.32M | $1.77M | 14.15% |
Parker Johnson Cooper Capital Advisors LLC | 486,689 | $12.28M | $13.73M | $1.45M | 11.8% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 148,102 | $4.35M | $4.21M | -$144,399.66 | -3.32% |
Walter J. West Milestone Asset Management LLC | 65,993 | $1.68M | $1.87M | $188,875.37 | 11.23% |
Helen Semus Semus Wealth Partners LLC | 153,022 | $3.63M | $4.34M | $708,334.28 | 19.52% |
Moises Valladares Insigneo Advisory Services LLC | 33,413 | $811,241.61 | $941,411.27 | $130,169.66 | 16.05% |
| NH Nathaniel Holden Core Wealth Partners LLC | 52,531 | $1.34M | $1.49M | $152,221.65 | 11.35% |
Robert B. LaRue Owen LaRue LLC | 54,811 | $1.39M | $1.56M | $170,366 | 12.24% |
Steven Trigili Garden State Investment Advisory Services LLC | 54,129 | $1.28M | $1.53M | $246,347.87 | 19.17% |
Jill Batley Gateway Wealth Partners LLC | 172,209 | $4.4M | $4.85M | $448,581.55 | 10.2% |
Ian Laterreur Ergawealth Advisors Inc. | 9,749 | $231,245.95 | $275,165.52 | $43,919.57 | 18.99% |
Andy Warning Resolute Wealth Strategies LLC | 79,451 | $2.01M | $2.26M | $255,625.99 | 12.73% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 17,819 | $437,961.9 | $502,763.08 | $64,801.18 | 14.8% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,053 | $49,765 | $58,171.75 | $8,406.75 | 16.89% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 117,905 | $3.18M | $3.32M | $139,763.47 | 4.39% |
Benjamin J. Jones National Wealth Management Group, LLC | 20,553 | $539,318.01 | $583,191.37 | $43,873.36 | 8.13% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 10,520 | $279,605.14 | $296,927 | $17,321.86 | 6.2% |
Courtney Holt Compound Planning, Inc. | 43,935 | $1.03M | $1.24M | $209,515.66 | 20.3% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,544 | $558,731.24 | $608,725.72 | $49,994.48 | 8.95% |