| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Haller Compass Financial Group Inc./SD | 182,164 | $14.98M | $17.58M | $2.61M | 17.41% |
Neil Christ Oak Hill Wealth Advisors LLC | 82,383 | $6.67M | $8.04M | $1.37M | 20.53% |
Jason R. Parker Parker Financial LLC | 6,624 | $461,229.57 | $640,805.76 | $179,576.19 | 38.93% |
| SM Sarah Moore BOS Asset Management LLC | 5,333 | $374,250.22 | $519,620.85 | $145,370.63 | 38.84% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,521 | $227,851.6 | $244,209.27 | $16,357.67 | 7.18% |
Jill Batley Gateway Wealth Partners LLC | 3,174 | $280,774.03 | $306,909.93 | $26,135.9 | 9.31% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 46,515 | $4.04M | $4.48M | $439,269.32 | 10.87% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 77,823 | $6.61M | $7.55M | $932,598.65 | 14.1% |
Scott Boyce Decker Retirement Planning Inc. | 19,573 | $1.78M | $1.89M | $116,794.02 | 6.58% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 250 | $18,611.44 | $24,107.5 | $5,496.06 | 29.53% |
Alexandra Stickelman Root Financial Partners, LLC | 3,726 | $299,771.5 | $360,527.76 | $60,756.26 | 20.27% |
Courtney Holt Compound Planning, Inc. | 14,440 | $1.14M | $1.39M | $248,450.4 | 21.74% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 57,460 | $4.36M | $5.57M | $1.21M | 27.8% |
John Shanley Aspect Partners, LLC | 27,851 | $2.3M | $2.7M | $394,183.05 | 17.12% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,049 | $270,308.43 | $293,694.92 | $23,386.49 | 8.65% |
Bradley H. Owens LJI Wealth Management, LLC | 4,710 | $353,674.34 | $459,272.1 | $105,597.76 | 29.86% |
Andrew Agosta Prosperity Financial Group, Inc. | 2,720 | $242,141.23 | $265,200 | $23,058.77 | 9.52% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,636 | $236,680.23 | $255,560.2 | $18,879.97 | 7.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,492 | $2.1M | $2.24M | $138,537.99 | 6.61% |
Christopher Barr Red Mountain Financial, LLC | 39,428 | $3.38M | $3.8M | $417,348.9 | 12.35% |