| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 73 | $19,982 | $21,394.11 | $1,412.11 | 7.07% |
Stephen Smith Kestra Investment Management LLC | 1,533 | $372,013.55 | $454,304.57 | $82,291.02 | 22.12% |
Amy Hart Phillips Wealth Planners LLC | 3,190 | $740,868.45 | $934,893.32 | $194,024.87 | 26.19% |
Scott Register Register Financial Advisors LLC | 842 | $193,675.44 | $245,973.46 | $52,298.02 | 27% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 822 | $223,584 | $241,404.95 | $17,820.95 | 7.97% |
Bree Pate Olisti Co. Wealth LLC | 611 | $142,992.15 | $178,491.43 | $35,499.28 | 24.83% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,242 | $2.45M | $3.05M | $596,811.01 | 24.33% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,186 | $1.31M | $1.81M | $499,715.25 | 38.22% |
Timothy J. Videnka Forza Wealth Management LLC | 1,835 | $379,973.41 | $536,058.55 | $156,085.14 | 41.08% |
Amy Ardeel Icon Wealth Advisors LLC | 7,628 | $1.86M | $2.26M | $400,313.63 | 21.52% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 363 | $88,071.12 | $107,575.05 | $19,503.93 | 22.15% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,198 | $285,499.07 | $349,971.74 | $64,472.67 | 22.58% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,425 | $515,473.04 | $708,415.25 | $192,942.21 | 37.43% |
Andy Peters Goldstein Advisors LLC | 947 | $257,584 | $276,647.11 | $19,063.11 | 7.4% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,689 | $561,632.31 | $785,537.57 | $223,905.26 | 39.87% |
Jeffrey Hanson Breakwater Capital Group | 1,588 | $382,805.13 | $463,902.44 | $81,097.31 | 21.19% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 296 | $61,961.53 | $86,470.48 | $24,508.95 | 39.56% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,282 | $311,803 | $374,510.66 | $62,707.66 | 20.11% |
Jesse Haller Compass Financial Group Inc./SD | 1,580 | $335,467.17 | $468,233.02 | $132,765.85 | 39.58% |
Neil Christ Oak Hill Wealth Advisors LLC | 1,563 | $369,709.55 | $456,599.19 | $86,889.64 | 23.5% |