| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 2,435 | $148,005 | $153,465.87 | $5,460.87 | 3.69% |
Jacqueline Washburn Vawter Financial Ltd. | 6,354 | $351,566.76 | $403,288.38 | $51,721.62 | 14.71% |
Brett Pohl Invera Wealth Advisors, LLC | 3,458 | $210,211.82 | $219,479.26 | $9,267.44 | 4.41% |
Alexandra Stickelman Root Financial Partners, LLC | 20,169 | $1.06M | $1.27M | $217,719.83 | 20.63% |
Staci Compagno Portside Wealth Group, LLC | 255,960 | $12.83M | $16.11M | $3.28M | 25.6% |
Courtney Holt Compound Planning, Inc. | 37,675 | $2.11M | $2.38M | $265,745.17 | 12.6% |
Katherine Stoner Empower Advisory Group, LLC | 3,935 | $222,641.99 | $247,727.92 | $25,085.93 | 11.27% |
Megan J. Lottier Rockwood Wealth Management, LLC | 5,005 | $262,929.36 | $317,667.35 | $54,737.99 | 20.82% |
Shawn Scholz Impact Partnership Wealth, LLC | 13,222 | $755,501.37 | $834,109.87 | $78,608.5 | 10.4% |
Chad Tobin Slagle Financial, LLC | 46,418 | $2.48M | $2.93M | $449,154.81 | 18.11% |
Michael Ryan Michael S. Ryan, Inc. | 498,156 | $23.17M | $31.41M | $8.23M | 35.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,690 | $685,154.54 | $863,633.65 | $178,479.11 | 26.05% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 14,414 | $577,405.94 | $908,874.77 | $331,468.83 | 57.41% |
Annmarie Young KPP Advisory Services LLC | 3,373 | $172,837.5 | $212,886.89 | $40,049.39 | 23.17% |
| MWS MFA Wealth Services MFA Wealth Services | 3,335 | $202,718.79 | $211,222.22 | $8,503.43 | 4.19% |
Alisha Arvold Christopher J. Hasenberg, Inc | 405,567 | $21.23M | $25.69M | $4.46M | 21.01% |
Norden Group LLC NORDEN GROUP LLC | 52,190 | $2.67M | $3.29M | $619,090.01 | 23.22% |
John M Roach Waterway Wealth Management, LLC | 12,190 | $689,710 | $768,701.4 | $78,991.4 | 11.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 368,611 | $20.82M | $23.27M | $2.44M | 11.73% |
Peter David N Soliman Second Line Capital, LLC | 6,073 | $322,355.88 | $384,997.83 | $62,641.95 | 19.43% |