| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Kemp Sawers Uptown Financial Advisors LLC | 20,352 | $530,577.11 | $693,392.64 | $162,815.53 | 30.69% |
| RM Rich Mowrer Brookwood Investment Group LLC | 44,791 | $1.37M | $1.53M | $154,446.9 | 11.26% |
Michael Haskins LWM Advisors Inc. | 11,529 | $302,121.19 | $392,793.03 | $90,671.84 | 30.01% |
Nicole Reese WPG Advisers LLC | 26,675 | $698,702.08 | $908,817.25 | $210,115.17 | 30.07% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 7,885 | $274,495 | $274,398 | -$97 | -0.04% |
Tyler Rudek Heritage Wealth Architects Inc. | 17,125 | $473,973.54 | $583,448.75 | $109,475.21 | 23.1% |
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 7,593 | $201,822 | $268,564.41 | $66,742.41 | 33.07% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 8,338 | $231,229.09 | $284,075.66 | $52,846.57 | 22.85% |
Jon Lewis Midwest Trust Co | 1.12M | $31.52M | $38.25M | $6.73M | 21.35% |
William P. Ratcliff Rebel Financial LLC | 447,195 | $13.24M | $15.24M | $1.99M | 15.06% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 190,366 | $5.64M | $6.64M | $999,421.5 | 17.73% |
Ryan Westerbeck Brian Low Financial Group LLC | 8,219 | $227,436.41 | $280,021.33 | $52,584.92 | 23.12% |
Molly Wheeler Burk Holdings LLC | 2,007 | $61,214 | $70,626.33 | $9,412.33 | 15.38% |
| CTC Caldwell Trust Co Caldwell Trust Co | 2,235 | $46,503.64 | $76,146.45 | $29,642.81 | 63.74% |
Landon Marsh Scott Marsh Financial LLC | 31,732 | $877,998 | $1.08M | $203,111.24 | 23.13% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 21,625 | $653,399.44 | $736,763.75 | $83,364.31 | 12.76% |
Matthew J. Darcy Seneca Financial Advisors LLC | 624,063 | $13.61M | $21.26M | $7.65M | 56.23% |
Bonnie Courtney Cambridge Financial Group LLC | 70,065 | $1.69M | $2.39M | $698,846.06 | 41.39% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 16,885 | $433,059.37 | $588,611.1 | $155,551.73 | 35.92% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 7,006 | $193,843 | $238,694.42 | $44,851.42 | 23.14% |