| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Lutz LifeGuide Financial Advisors LLC | 844 | $205,083.57 | $206,467.72 | $1,384.15 | 0.67% |
| CC Cortney Cost Kraft Asset Management LLC | 9,541 | $1.83M | $2.33M | $503,287.75 | 27.49% |
Dave Reichert Echo45 Advisors LLC | 17,886 | $3.13M | $4.38M | $1.25M | 40.01% |
Ryan Gough Perfromance Wealth Partners LLC | 1,455 | $294,592.67 | $363,604.49 | $69,011.82 | 23.43% |
Clint Dunn Beaird Harris Wealth Management LLC | 11,366 | $1.91M | $2.78M | $874,450.83 | 45.88% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,726 | $279,322.55 | $422,231.38 | $142,908.83 | 51.16% |
David B. Short Investments & Financial Planning LLC | 1,840 | $327,959.39 | $460,073.6 | $132,114.21 | 40.28% |
Russell Kartub Insight Inv LLC | 585 | $117,196.9 | $143,108.55 | $25,911.65 | 22.11% |
Caroline Jankowski Operose Advisors LLC | 898 | $180,897.32 | $224,535.92 | $43,638.6 | 24.12% |
Brian Ramsay Wealthspan Partners LLC | 9,007 | $1.56M | $2.23M | $674,342.09 | 43.31% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1,117 | $217,826.17 | $273,251.71 | $55,425.54 | 25.44% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 15,607 | $2.86M | $3.82M | $960,581.32 | 33.62% |
John Gorlow Cardiff Park Advisors LLC | 42,081 | $7.49M | $10.59M | $3.1M | 41.44% |
| CC Cheung Chan Chemistry Wealth Management LLC | 26,485 | $4.61M | $6.48M | $1.87M | 40.47% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 2,547 | $478,480.12 | $623,072.61 | $144,592.49 | 30.22% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 877 | $213,102.24 | $214,540.51 | $1,438.27 | 0.67% |
Jay Richards Investment Advisory Group LLC | 1,086 | $227,325.18 | $269,034.78 | $41,709.6 | 18.35% |
| CB Catherine Bluvol Next Level Private LLC | 1,827 | $303,568.87 | $446,939.01 | $143,370.14 | 47.23% |
Kelly Kaczmarczyk Dravo Bay LLC | 6,624 | $1.18M | $1.65M | $471,932.82 | 40.03% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,472 | $485,843.98 | $618,098.88 | $132,254.9 | 27.22% |