| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Ericksen Blue Barn Wealth LLC | 826 | $238,867.43 | $330,011.78 | $91,144.35 | 38.16% |
Kevin B. Crawford JB Capital LLC | 5,117 | $1.19M | $2M | $807,983.67 | 67.62% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,320 | $1.08M | $1.33M | $244,972.28 | 22.64% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,895 | $512,196.77 | $741,759.83 | $229,563.06 | 44.82% |
Kurt Van Dyken Lifeworks Advisors LLC | 17,961 | $5.58M | $7.03M | $1.45M | 26.02% |
Adam J. Peck Riverwater Partners LLC | 2,608 | $830,017.04 | $1.02M | $190,832.37 | 22.99% |
Rick Hurley Heirloom Wealth Management | 107,891 | $28.48M | $42.23M | $13.76M | 48.31% |
Kimberly Cappellano Private Wealth Asset Management LLC | 12,089 | $4.24M | $4.83M | $588,965.98 | 13.9% |
Sima Elimelech Activest Wealth Management | 300 | $102,117.6 | $119,925 | $17,807.4 | 17.44% |
Jodi Greenlund Financial Council LLC | 1,347 | $242,569.15 | $542,598.54 | $300,029.39 | 123.69% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,664 | $449,357.92 | $659,043.84 | $209,685.92 | 46.66% |
Christina Forster Pazienza Guardian Partners Inc. | 1,945 | $624,249.15 | $761,331.33 | $137,082.18 | 21.96% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 16,253 | $3.71M | $6.36M | $2.65M | 71.4% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 5,699 | $1.98M | $2.3M | $312,261.11 | 15.75% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,787 | $681,720.25 | $1.09M | $409,195.13 | 60.02% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,155 | $1.61M | $2.02M | $410,190.15 | 25.52% |
| EW Enzi Wealth Enzi Wealth | 814 | $233,221.39 | $318,624.01 | $85,402.62 | 36.62% |
Brian G. Wade Ardent Capital Management Inc. | 917 | $210,919.17 | $366,369.01 | $155,449.84 | 73.7% |
| WB William Bromley Innova Wealth Partners | 1,835 | $606,940.25 | $726,770.1 | $119,829.85 | 19.74% |
Robert Tutela Essex LLC | 1,104 | $251,947.04 | $432,138.71 | $180,191.67 | 71.52% |