| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NCI North Capital Inc. North Capital Inc. | 2,424 | $521,305 | $579,748.08 | $58,443.08 | 11.21% |
| IFA Independence Financial Advisors LLC Independence Financial Advisors LLC | 3,982 | $775,945.79 | $952,374.94 | $176,429.15 | 22.74% |
J. Kemp Sawers Uptown Financial Advisors LLC | 1,384 | $271,029 | $331,011.28 | $59,982.28 | 22.13% |
Katie Kingsman Kingsman Wealth Management Inc. | 1,026 | $199,187.4 | $245,388.42 | $46,201.02 | 23.19% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 3,952 | $778,941.54 | $945,199.84 | $166,258.3 | 21.34% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 1,937 | $421,181.66 | $463,272.29 | $42,090.63 | 9.99% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 24,918 | $4.91M | $5.96M | $1.05M | 21.35% |
| RM Rich Mowrer Brookwood Investment Group LLC | 2,608 | $522,870.14 | $623,755.36 | $100,885.22 | 19.29% |
Cole Dimond Caliber Wealth Management LLC / KS | 2,695 | $528,543.01 | $644,563.15 | $116,020.14 | 21.95% |
David R. Hess Wealth Management Associates Inc. | 1,569 | $188,900.39 | $375,257.73 | $186,357.34 | 98.65% |
Nicole Reese WPG Advisers LLC | 315 | $62,481.1 | $75,338.55 | $12,857.45 | 20.58% |
Mike Silane 21 West Wealth Management LLC | 15,475 | $3.17M | $3.7M | $531,715.06 | 16.78% |
David Dirks Plum Street Advisors LLC | 1,252 | $238,374.12 | $308,229.88 | $69,855.76 | 29.31% |
| AS Aryn Sands GK Wealth Management LLC | 9,808 | $2.32M | $2.35M | $25,005.36 | 1.08% |
Craig McFadzean Turn8 Private Wealth Inc. | 7,735 | $1.57M | $1.85M | $283,552.09 | 18.1% |
Justin Boggs Optima Capital LLC | 20,337 | $4.12M | $4.86M | $745,689.62 | 18.11% |
Crystal Prachyl Legacy Capital Wealth Management LLC | 1,519 | $333,638.32 | $373,962.61 | $40,324.29 | 12.09% |
Horan Wealth LLC Horan Wealth LLC | 13,900 | $3.03M | $3.41M | $379,647.14 | 12.54% |
| ML Maseco LLP Maseco LLP | 840 | $185,596.68 | $200,902.8 | $15,306.12 | 8.25% |
James V. Thompson Jr. Bulwark Capital Corp | 6,485 | $1.33M | $1.55M | $223,732.55 | 16.86% |