| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Gray Lodestar Private Asset Management LLC | 2,233 | $189,362.18 | $296,812.62 | $107,450.44 | 56.74% |
| SM Sarah Moore BOS Asset Management LLC | 2,872 | $216,578 | $381,749.14 | $165,171.14 | 76.26% |
Jill Batley Gateway Wealth Partners LLC | 1,930 | $219,282 | $256,537.55 | $37,255.55 | 16.99% |
| PIL PFG Investments LLC PFG Investments LLC | 5,569 | $548,569.81 | $740,237.1 | $191,667.29 | 34.94% |
| AW Ariel Weisbard Values Added Financial LLC | 14,052 | $1.23M | $1.87M | $637,908.91 | 51.87% |
Courtney Holt Compound Planning, Inc. | 4,206 | $492,287.82 | $559,065.77 | $66,777.95 | 13.56% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,305 | $258,609.97 | $454,966.3 | $196,356.33 | 75.93% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 98 | $7,588 | $13,026.26 | $5,438.26 | 71.67% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,862 | $218,197.52 | $247,498.92 | $29,301.4 | 13.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,805 | $875,468.82 | $1.17M | $294,900.67 | 33.68% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 17,483 | $1.36M | $2.32M | $967,251.97 | 71.3% |
Brad Sayre Shared Vision Wealth Group LLC | 4,479 | $377,927.26 | $595,353.2 | $217,425.94 | 57.53% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 145,170 | $16.84M | $20M | $3.16M | 18.76% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 15,647 | $1.61M | $2.08M | $467,542.79 | 29% |
Thomas Lo Vested Financial Planning LLC | 2,549 | $263,776.41 | $338,815.65 | $75,039.24 | 28.45% |
| MWG Martin Worley Group Martin Worley Group | 8,744 | $900,982 | $1.16M | $261,279.31 | 29% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 2,918 | $288,921.2 | $402,479.71 | $113,558.51 | 39.3% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 1,054 | $118,246.03 | $140,098.74 | $21,852.71 | 18.48% |
| DN Daniel Newman Noble Wealth Management PBC | 180 | $18,547 | $23,925.78 | $5,378.78 | 29% |
| RFL Rossby Financial LLC Rossby Financial LLC | 57 | $6,933 | $7,576.5 | $643.5 | 9.28% |