| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Magnolia Wealth Management LLC Magnolia Wealth Management LLC | 120,389 | $8.08M | $13.68M | $5.6M | 69.38% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 10,040 | $555,204.72 | $1.14M | $585,640.48 | 105.48% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,040 | $96,470.96 | $118,175.2 | $21,704.24 | 22.5% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 2,432 | $201,637.12 | $276,348.16 | $74,711.04 | 37.05% |
Loyd Stegent Stegent Equity Advisors Inc. | 4,112 | $278,793.6 | $467,246.56 | $188,452.96 | 67.6% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 2,568 | $212,912.88 | $291,801.84 | $78,888.96 | 37.05% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 10,583 | $635,167.92 | $1.2M | $567,378.37 | 89.33% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 10,632 | $804,888.88 | $1.21M | $403,225.28 | 50.1% |
| TG Tyler Glazier New Millennium Group LLC | 3,832 | $317,711.12 | $435,430.16 | $117,719.04 | 37.05% |
| SP Salvatore Pitti Pitti Group Wealth Management LLC | 2,736 | $229,103.76 | $310,891.68 | $81,787.92 | 35.7% |
Caroline Jankowski Operose Advisors LLC | 1,032 | $60,884.24 | $117,266.16 | $56,381.92 | 92.61% |
| TAZ Tracy A. Zullo Zullo Investment Group Inc. | 19,056 | $789,884.4 | $2.17M | $1.38M | 174.13% |
Joshua Moeller Hill Island Financial LLC | 3,496 | $211,508 | $397,250.48 | $185,742.48 | 87.82% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,168 | $276,312.96 | $359,979.84 | $83,666.88 | 30.28% |
Brian Ramsay Wealthspan Partners LLC | 3,296 | $273,271.36 | $374,524.48 | $101,253.12 | 37.05% |
Billy DeFrance Lauterbach Financial Advisors LLC | 6,296 | $360,433.2 | $715,414.48 | $354,981.28 | 98.49% |
Kathryn Brown Morton Brown Family Wealth LLC | 320 | $16,595.2 | $36,361.6 | $19,766.4 | 119.11% |
John Gorlow Cardiff Park Advisors LLC | 22,096 | $1.58M | $2.51M | $928,799.36 | 58.66% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 8 | $697.76 | $909.04 | $211.28 | 30.28% |
| CC Cheung Chan Chemistry Wealth Management LLC | 6,002 | $312,884.16 | $682,367.38 | $369,483.22 | 118.09% |