| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CH Cindi Hill Keener Financial Planning LLC | 100,599 | $3.52M | $5.14M | $1.62M | 46.07% |
| OM Owen McCabe Tyche Wealth Partners LLC | 129,443 | $4.93M | $6.61M | $1.68M | 33.97% |
| UAG United Advisor Group LLC United Advisor Group, LLC | 10,199 | $391,145.3 | $520,862.93 | $129,717.63 | 33.16% |
| UPL Uptick Partners LLC UPTICK PARTNERS, LLC | 10,343 | $403,509.14 | $528,217.01 | $124,707.87 | 30.91% |
| SDU Steven D Urban Urban Financial Advisory Corp | 9,248 | $378,769.09 | $472,295.36 | $93,526.27 | 24.69% |
| BGA BRUCE G ALLEN Bruce G. Allen Investments, LLC | 982 | $44,835 | $50,150.74 | $5,315.74 | 11.86% |
| IWS Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 116,092 | $4.16M | $5.93M | $1.77M | 42.41% |
| TW Taylor Wagner Valued Wealth Advisors LLC | 421 | $15,482 | $21,500.47 | $6,018.47 | 38.87% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 6,990 | $287,607.84 | $356,979.3 | $69,371.46 | 24.12% |
| MH Mark Heider Peirce Capital Management, LLC | 31,302 | $1.2M | $1.6M | $401,677.18 | 33.56% |
| AB Andy Bloom MB Generational Wealth, LLC | 6,603 | $224,761.74 | $337,215.21 | $112,453.47 | 50.03% |
| CB Curtis Burkholder Bare Financial Services, Inc | 1,210 | $41,927 | $61,794.7 | $19,867.7 | 47.39% |
| JS Joshua Stipcich Tidemark, LLC | 1,211 | $43,402.86 | $61,845.77 | $18,442.91 | 42.49% |
| MT Michelle Taylor BALANCED WEALTH GROUP LLC | 20,082 | $685,891.88 | $1.03M | $339,695.86 | 49.53% |
| KT KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 10,735 | $460,919.92 | $548,236.45 | $87,316.53 | 18.94% |
| JP James Petitpren ORBA Wealth Advisors, L.L.C. | 86,004 | $2.95M | $4.39M | $1.44M | 48.9% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 109,876 | $3.9M | $5.61M | $1.71M | 43.77% |
| LJF Linda J. Farinola OMNI 360 Wealth, Inc. | 8,444 | $290,077.78 | $431,235.08 | $141,157.3 | 48.66% |
| MS Matthew Stead Sachetta, LLC | 2,454 | $112,026 | $125,325.78 | $13,299.78 | 11.87% |
| CTV Chandler te Velde Maia Wealth LLC | 17,780 | $607,635.05 | $908,024.6 | $300,389.55 | 49.44% |