| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 7,976 | $266,815.83 | $400,315.44 | $133,499.61 | 50.03% |
Matthew Richmond Richmond Investment Services, LLC | 97,412 | $4.29M | $4.89M | $601,685.7 | 14.03% |
Nathan Edwards IMG Wealth Management, Inc. | 561 | $21,525.31 | $28,156.59 | $6,631.28 | 30.81% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 8,736 | $346,327.11 | $438,459.84 | $92,132.73 | 26.6% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 6,077 | $230,330.92 | $305,004.63 | $74,673.71 | 32.42% |
Jackie Berry Hershey Financial Advisers, LLC | 4,269 | $200,259 | $214,261.11 | $14,002.11 | 6.99% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 4,653 | $207,989 | $233,534.07 | $25,545.07 | 12.28% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 560 | $25,088.6 | $28,106.4 | $3,017.8 | 12.03% |
JAMES ELIOS Elios Financial Group Inc. | 12,263 | $507,046.9 | $615,479.97 | $108,433.07 | 21.39% |
Level Wealth Management LLC Level Wealth Management LLC | 21,074 | $901,185.29 | $1.06M | $156,518.77 | 17.37% |
David Levy Diversified Enterprises LLC | 26,536 | $1.11M | $1.33M | $221,027.39 | 19.9% |
Eric Seger Integrated Capital Management LLC | 111,200 | $4.63M | $5.58M | $951,066.35 | 20.54% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 26,989 | $1.11M | $1.35M | $242,428.5 | 21.8% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 322 | $15,119 | $16,161.18 | $1,042.18 | 6.89% |
Bryan Buchert Kera Capital Partners Inc. | 74,788 | $3.16M | $3.75M | $596,493.52 | 18.89% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 12,843 | $490,996 | $644,590.17 | $153,594.17 | 31.28% |
Novus Advisors LLC Novus Advisors LLC | 54,976 | $2.2M | $2.76M | $563,984.58 | 25.69% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 355 | $18,384 | $17,817.45 | -$566.55 | -3.08% |
Axos Invest Inc. Axos Invest Inc. | 87,731 | $4.11M | $4.4M | $294,744.55 | 7.17% |
Joel Top Planwiser Financial LLC | 51,058 | $2.4M | $2.56M | $167,470.24 | 6.99% |