| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 9,724 | $809,127.69 | $1.06M | $253,511.03 | 31.33% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 4,719 | $411,732.92 | $515,692.32 | $103,959.4 | 25.25% |
| RFL Rossby Financial LLC Rossby Financial LLC | 170 | $13,328 | $18,578.45 | $5,250.45 | 39.39% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 4,362 | $382,275.13 | $476,679.36 | $94,404.23 | 24.7% |
| PR Peter Recchia 4Wealth Advisors Inc. | 9,062 | $783,360.92 | $990,385.98 | $207,025.06 | 26.43% |
| CWM Copia Wealth Management Copia Wealth Management | 710 | $63,224.86 | $77,517.8 | $14,292.94 | 22.61% |
Buddy Levy Nestegg Advisors Inc. | 2,902 | $261,083.65 | $316,158.39 | $55,074.74 | 21.09% |
Scott Ela Avant Financial Advisors LLC | 14,877 | $1.24M | $1.62M | $383,897.74 | 30.94% |
| BWL Balance Wealth LLC Balance Wealth LLC | 11,070 | $981,355.46 | $1.21M | $227,488.54 | 23.18% |
| MAF MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 99 | $7,761.67 | $10,808.82 | $3,047.15 | 39.26% |
Steven T. Cox Providence Financial Advisors LLC | 2,370 | $210,100.68 | $258,756.6 | $48,655.92 | 23.16% |
| ML Maseco LLP Maseco LLP | 775 | $70,572 | $84,595.12 | $14,023.12 | 19.87% |
Jon Lewis Midwest Trust Co | 53,793 | $4.29M | $5.87M | $1.58M | 36.85% |
Molly Wheeler Burk Holdings LLC | 30 | $2,837 | $3,273.75 | $436.75 | 15.39% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 5,433 | $513,894 | $592,876.12 | $78,982.12 | 15.37% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 19,417 | $1.77M | $2.12M | $352,515.4 | 19.96% |
Allison Brecher Vestwell Advisors LLC | 8,052 | $714,580.35 | $878,916.06 | $164,335.71 | 23% |
Bonnie Courtney Cambridge Financial Group LLC | 69,786 | $5.82M | $7.59M | $1.77M | 30.42% |
IFS Group LLC IFS Group LLC | 4,171 | $372,136.64 | $455,160.37 | $83,023.73 | 22.31% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 252 | $22,941.68 | $27,518.4 | $4,576.72 | 19.95% |