| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Yoder Dynamic Financial Group | 22,304 | $2M | $2.58M | $574,130.8 | 28.69% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 2,421 | $218,764.23 | $279,540.76 | $60,776.53 | 27.78% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 91 | $8,062 | $10,500.49 | $2,438.49 | 30.25% |
Jon Lewis Midwest Trust Co | 8,667 | $770,164.27 | $1M | $229,920.86 | 29.85% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 2,125 | $188,593.92 | $245,203.75 | $56,609.83 | 30.02% |
Molly Wheeler Burk Holdings LLC | 18 | $1,739 | $2,077.38 | $338.38 | 19.46% |
Landon Marsh Scott Marsh Financial LLC | 4,880 | $433,130 | $563,103.2 | $129,973.2 | 30.01% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 41,743 | $3.89M | $4.82M | $923,549.29 | 23.72% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 34,874 | $3.28M | $4.02M | $740,025.92 | 22.53% |
Allison Brecher Vestwell Advisors LLC | 8,473 | $765,451.18 | $977,699.47 | $212,248.29 | 27.73% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 4,327 | $384,772.94 | $499,249.26 | $114,476.32 | 29.75% |
IFS Group LLC IFS Group LLC | 4,429 | $427,928 | $511,150.89 | $83,222.89 | 19.45% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,547 | $145,785.94 | $178,825.46 | $33,039.52 | 22.66% |
David K. Gilmore Equity Wealth Partners LLC | 7,874 | $742,539.54 | $910,195.03 | $167,655.49 | 22.58% |