| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 381 | $23,264.28 | $32,762.19 | $9,497.91 | 40.83% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,981 | $1.2M | $1.23M | $33,137.25 | 2.77% |
| MWH Michael W. Hazelwood ARVEST INVESTMENTS Inc. | 443 | $24,515 | $38,093.57 | $13,578.57 | 55.39% |
Jeff Ameen Spire Wealth Management | 935 | $57,214.35 | $79,549.8 | $22,335.45 | 39.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,708 | $266,022.02 | $404,840.92 | $138,818.9 | 52.18% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,195 | $1.24M | $1.38M | $135,552.63 | 10.91% |
Kaitlin Yardley Schaeffer Financial LLC | 251,225 | $14.51M | $21.37M | $6.87M | 47.34% |
Ashish Sharma DGS Capital Management LLC | 4,677 | $354,095.67 | $397,919.17 | $43,823.5 | 12.38% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,741 | $233,122.06 | $242,688.14 | $9,566.08 | 4.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 82 | $5,310.54 | $6,974.1 | $1,663.56 | 31.33% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 120 | $6,752.76 | $10,209.6 | $3,456.84 | 51.19% |
Andrew Burkey Joseph Group Capital Management | 303 | $16,604.4 | $26,054.97 | $9,450.57 | 56.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,040 | $1.38M | $2.73M | $1.34M | 97.36% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 11,010 | $557,044.73 | $936,730.82 | $379,686.09 | 68.16% |
Rachel Faulk Cape Investment Advisory Inc. | 2,218 | $124,239.64 | $190,725.82 | $66,486.18 | 53.51% |
Daniel Guy Ethos Financial Group LLC | 127,108 | $8.15M | $10.81M | $2.66M | 32.67% |
Jessica Thayer Unique Wealth LLC | 69,155 | $3.38M | $5.88M | $2.5M | 73.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 17 | $1,330 | $1,496.64 | $166.64 | 12.53% |
Matthew Keyes Heritage Wealth Partners LLC | 3,679 | $223,716.31 | $313,009.33 | $89,293.02 | 39.91% |
Justin Halverson Great Waters Wealth Management | 30,490 | $1.45M | $2.59M | $1.14M | 78.51% |