| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adams Wealth Management Adams Wealth Management | 6,021 | $402,105.41 | $560,976.57 | $158,871.16 | 39.51% |
PAX Financial Group PAX Financial Group LLC | 71,053 | $3.02M | $6.61M | $3.59M | 118.74% |
| RR rosemary richard WCG Wealth Advisors LLC | 33,832 | $2.16M | $3.12M | $966,502.22 | 44.8% |
| YA Yinka Akinsola Blue Trust Inc. | 145 | $11,694.25 | $13,473.4 | $1,779.15 | 15.21% |
Richard Zito Flynn Zito Capital Management LLC | 5,580 | $266,074.78 | $519,888.6 | $253,813.82 | 95.39% |
Loraine Ell Better Money Decisions LLC | 19,177 | $1.01M | $1.79M | $776,567.37 | 76.83% |
Jeff Ameen Spire Wealth Management | 573 | $32,657.09 | $53,426.52 | $20,769.43 | 63.6% |
Donna Rittershausen Koss-Olinger Consulting LLC | 17,860 | $1.42M | $1.67M | $249,040.71 | 17.57% |
Kyle P. Smith NewEdge Wealth LLC | 8,250 | $652,245 | $767,126.25 | $114,881.25 | 17.61% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 5,675 | $307,201.65 | $527,321 | $220,119.35 | 71.65% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 312,542 | $24.31M | $29.06M | $4.76M | 19.57% |
Joseph Castro Nuveen LLC | 5,319 | $482,852 | $494,241.48 | $11,389.48 | 2.36% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 85,838 | $4.55M | $7.98M | $3.44M | 75.59% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,621 | $299,444.14 | $335,286.49 | $35,842.35 | 11.97% |
Hannah Tackett Penobscot Wealth Management | 14,272 | $774,300.69 | $1.33M | $556,420.59 | 71.86% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 35,439 | $2.69M | $3.29M | $602,589.95 | 22.4% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,704 | $299,891.01 | $342,008.84 | $42,117.83 | 14.04% |
Richard Slavik Newbridge Financial Services Group Inc. | 741 | $49,191.05 | $68,853.72 | $19,662.67 | 39.97% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 41,519 | $2.18M | $3.83M | $1.65M | 75.64% |
Kurt Van Dyken Lifeworks Advisors LLC | 14,019 | $996,196.47 | $1.3M | $302,453.59 | 30.36% |