| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 564 | $204,348.48 | $223,671.12 | $19,322.64 | 9.46% |
Kathleen Thornhill Confluence Wealth Services Inc. | 633 | $214,737.66 | $247,692.89 | $32,955.23 | 15.35% |
Bill McVay Red Tortoise LLC | 812 | $178,354.12 | $317,735.59 | $139,381.47 | 78.15% |
Samantha Pierangeli City State Bank | 160 | $35,043.2 | $62,608 | $27,564.8 | 78.66% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,770 | $577,235.26 | $705,079.52 | $127,844.26 | 22.15% |
W. Travis McKinney HB Wealth Management LLC | 5,731 | $2.21M | $2.24M | $30,115.54 | 1.36% |
Nichole Raftopoulos Nvest Financial LLC | 2,145 | $710,859.34 | $839,338.48 | $128,479.14 | 18.07% |
Kristofer Gray Integrity Financial Corp. /WA | 445 | $151,591.72 | $174,128.5 | $22,536.78 | 14.87% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 8 | $3,151.36 | $3,130.4 | -$20.96 | -0.67% |
Jaimie Palmer Beacon Capital Management LLC | 873 | $267,529.68 | $341,604.89 | $74,075.21 | 27.69% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 600 | $218,436 | $234,779.99 | $16,343.99 | 7.48% |
Timothy Gerlach Novem Group | 1,897 | $721,511.48 | $742,296.08 | $20,784.6 | 2.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,201 | $8.13M | $9.86M | $1.74M | 21.36% |
| LV Leah Vaden Redwood Financial Network Corp. | 735 | $232,840.35 | $296,425.49 | $63,585.14 | 27.31% |
James Rukstalis ESG Planning DBA Harper Investing | 19,595 | $6.69M | $7.67M | $978,962.66 | 14.64% |
| TL Tradewinds LLC Tradewinds LLC | 3,927 | $1.54M | $1.56M | $20,341.86 | 1.32% |
Lori Fernicola Castle Wealth Management LLC | 956 | $218,446.02 | $374,082.79 | $155,636.77 | 71.25% |
Mark Mowrey Signature Resources Capital Management LLC | 14 | $5,514.94 | $5,478.2 | -$36.74 | -0.67% |
Rachel Faulk Cape Investment Advisory Inc. | 391 | $129,667.53 | $156,841.83 | $27,174.3 | 20.96% |
Mariana Coli Dunhill Financial LLC | 2 | $718 | $806.6 | $88.6 | 12.34% |