| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 471,014 | $12.33M | $18.18M | $5.85M | 47.5% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 31,740 | $1.02M | $1.21M | $189,347.14 | 18.53% |
| WTM W. Travis McKinney HB Wealth Management LLC | 31,310 | $745,103.7 | $1.19M | $443,423.9 | 59.51% |
| NG Nathan Geraci ETF Store Inc. | 11,832 | $297,338.16 | $451,154.16 | $153,816 | 51.73% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 25,741 | $614,214.61 | $977,128.36 | $362,913.75 | 59.09% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 15,398 | $412,178.69 | $584,508.08 | $172,329.39 | 41.81% |
| EM Erin Mccann Simplicity Wealth LLC | 6,015 | $247,096.2 | $228,329.4 | -$18,766.8 | -7.59% |
Michael Byun SageView Advisory Group LLC | 2,893 | $118,845 | $109,876.14 | -$8,968.86 | -7.55% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 13,197 | $243,663.47 | $500,958.12 | $257,294.65 | 105.59% |
Allison Brooke Blake WorthPointe LLC | 32,699 | $1.34M | $1.24M | -$101,366.9 | -7.55% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 31,963 | $683,239.78 | $1.21M | $530,714.96 | 77.68% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 70,980 | $1.59M | $2.74M | $1.15M | 72.69% |
Mark Fiskio Empirical Asset Management LLC | 211,594 | $4.94M | $8.04M | $3.1M | 62.81% |
Jim Clark Worth Asset Management LLC | 24,135 | $991,465.8 | $916,647.3 | -$74,818.5 | -7.55% |
Jeffrey Gilbert Balboa Wealth Partners | 29,214 | $892,258.58 | $1.11M | $216,997 | 24.32% |
Kevin Zemann WealthPlan Investment Management LLC | 13,783 | $451,321.59 | $523,340.51 | $72,018.92 | 15.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,350 | $23,584 | $51,198.75 | $27,614.75 | 117.09% |
Abraham Martinez Amara Financial LLC | 56,392 | $1.65M | $2.14M | $490,238.01 | 29.69% |
| JG John Ginter Callan Family Office LLC | 9,863 | $252,329.88 | $375,484.41 | $123,154.53 | 48.81% |
| RD Rodrigo Diaz Plan Group Financial LLC | 51,600 | $1.58M | $1.96M | $383,815 | 24.28% |