| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 32 | $8,384.62 | $9,215.04 | $830.42 | 9.9% |
Jill Batley Gateway Wealth Partners LLC | 28,604 | $7.49M | $8.11M | $617,429.3 | 8.24% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 35,796 | $7.85M | $10.25M | $2.41M | 30.69% |
David Kronour Kapstone Financial Advisors LLC | 1,146 | $347,376 | $329,486.46 | -$17,889.54 | -5.15% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,494 | $367,756.84 | $425,125.17 | $57,368.33 | 15.6% |
Benjamin Cannon Tillman Hartley LLC | 6,906 | $1.52M | $1.98M | $463,371.31 | 30.54% |
Brett Carleton Heritage Wealth Management Inc./Texas | 814 | $206,984 | $231,420.2 | $24,436.2 | 11.81% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 2,278 | $443,617.49 | $657,157.44 | $213,539.95 | 48.14% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 1,448 | $326,449.61 | $415,163.32 | $88,713.71 | 27.18% |
Nicholas Brown Granite Harbor Advisors Inc. | 1,990 | $365,197.49 | $574,522.95 | $209,325.46 | 57.32% |
Pavin White 25 LLC | 39,959 | $7.74M | $11.45M | $3.71M | 47.9% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 2,650 | $531,938.21 | $755,886 | $223,947.79 | 42.1% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 24,486 | $4.86M | $7.07M | $2.2M | 45.3% |
Ann Reilley Alpha Financial Advisors LLC | 1,168 | $276,829.25 | $334,526.88 | $57,697.63 | 20.84% |
Matthew T. Miler MilWealth Group LLC | 173,301 | $26.76M | $49.66M | $22.9M | 85.59% |
| PIL PFG Investments LLC PFG Investments LLC | 8,908 | $2.09M | $2.56M | $466,543 | 22.32% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,623 | $397,149.02 | $464,810.97 | $67,661.95 | 17.04% |
Nicole Renaux Pioneer Wealth Management Group | 5,527 | $1.2M | $1.58M | $382,660.91 | 31.93% |
Jackson O'Connor O'Connor Financial Group LLC | 7,014 | $1.62M | $2.01M | $389,881.29 | 24.09% |
| AW Ariel Weisbard Values Added Financial LLC | 1,369 | $305,052.88 | $393,779.16 | $88,726.28 | 29.09% |