| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Cox W Advisors LLC | 47,110 | $2.91M | $6.48M | $3.57M | 122.48% |
Kevin Zemann WealthPlan Investment Management LLC | 5,759 | $623,987.65 | $793,296.43 | $169,308.78 | 27.13% |
| TD Teresa Douberly Ridgeline Wealth LLC | 2,557 | $263,487.02 | $351,076.1 | $87,589.08 | 33.24% |
Lukas Lindgren Abound Wealth Management | 25 | $2,927 | $3,445.75 | $518.75 | 17.72% |
Kevin Gray Lodestar Private Asset Management LLC | 2,233 | $189,362.18 | $306,512.74 | $117,150.56 | 61.87% |
| SM Sarah Moore BOS Asset Management LLC | 2,872 | $216,578 | $395,115.4 | $178,537.4 | 82.44% |
| PIL PFG Investments LLC PFG Investments LLC | 5,569 | $548,569.81 | $767,129.75 | $218,559.94 | 39.84% |
| AW Ariel Weisbard Values Added Financial LLC | 14,052 | $1.23M | $1.93M | $703,517.56 | 57.2% |
Courtney Holt Compound Planning, Inc. | 4,136 | $484,094.73 | $568,762.04 | $84,667.31 | 17.49% |
| 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 | 87 | $6,736.29 | $11,984.16 | $5,247.87 | 77.9% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,862 | $218,197.52 | $255,913.28 | $37,715.76 | 17.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,336 | $947,834.63 | $1.28M | $332,158.98 | 35.04% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 17,483 | $1.36M | $2.41M | $1.05M | 77.4% |
Brad Sayre Shared Vision Wealth Group LLC | 4,479 | $377,927.26 | $617,340.57 | $239,413.31 | 63.35% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 145,170 | $16.84M | $20M | $3.16M | 18.74% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 15,647 | $1.61M | $2.16M | $543,080.09 | 33.68% |
Brian Krause Cascade Financial Partners, LLC | 1,616 | $214,540 | $221,295.04 | $6,755.04 | 3.15% |
Thomas Lo Vested Financial Planning LLC | 2,549 | $263,776.41 | $346,995.37 | $83,218.96 | 31.55% |
| MWG Martin Worley Group Martin Worley Group | 8,744 | $900,982 | $1.2M | $301,449.16 | 33.46% |