| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 60,341 | $2.34M | $2.55M | $212,611.02 | 9.1% |
| SL Shad Lamm Keystone Wealth Services LLC | 14,553 | $572,515.02 | $615,228.07 | $42,713.05 | 7.46% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,013 | $289,731.65 | $338,336.1 | $48,604.45 | 16.78% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,800 | $70,812 | $76,050 | $5,238 | 7.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 246 | $9,670.26 | $10,393.5 | $723.24 | 7.48% |
Cole Bruner Buska Wealth Management LLC | 6,260 | $212,034.04 | $264,672.8 | $52,638.76 | 24.83% |
| EM Erin Mccann Simplicity Wealth LLC | 10,329 | $357,589.98 | $436,451.89 | $78,861.91 | 22.05% |
Michael Byun SageView Advisory Group LLC | 10,103 | $310,566.22 | $426,851.75 | $116,285.53 | 37.44% |
Jason Matthews Kfg Wealth Management LLC | 127,338 | $4M | $5.38M | $1.38M | 34.59% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 58,579 | $2.04M | $2.48M | $439,386.12 | 21.57% |
| RS Rebecca Sierp WPWealth LLP | 16,150 | $565,734.41 | $682,499 | $116,764.59 | 20.64% |
Matthew Keyes Heritage Wealth Partners LLC | 20,375 | $713,736.29 | $861,455 | $147,718.71 | 20.7% |
| WJW Walter J. West Milestone Asset Management LLC | 24,174 | $692,585.1 | $1.02M | $328,123.37 | 47.38% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 147,456 | $5.25M | $6.24M | $986,531.05 | 18.79% |
Shawn Scholz Impact Partnership Wealth, LLC | 19,523 | $767,388.27 | $824,846.75 | $57,458.48 | 7.49% |
Andrew Halac Talon Private Wealth, LLC | 1,251 | $44,241.53 | $52,861 | $8,619.47 | 19.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,406 | $438,427.94 | $481,447.26 | $43,019.32 | 9.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,772 | $266,194.66 | $286,117 | $19,922.34 | 7.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 7,192 | $282,695 | $303,897.96 | $21,202.96 | 7.5% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 53,232 | $1.92M | $2.25M | $329,577.72 | 17.17% |