| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Apex Wealth Management LLC Apex Wealth Management LLC | 21,500 | $3.06M | $4.09M | $1.04M | 33.88% |
Ameriflex Group Inc. Ameriflex Group Inc. | 36 | $4,540.42 | $6,852.42 | $2,312 | 50.92% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 3,641 | $455,854.73 | $693,046.14 | $237,191.41 | 52.03% |
Terry Everett Parham Jr. Innovative Wealth Building LLC | 4,907 | $518,249.96 | $940,083.06 | $421,833.1 | 81.4% |
John R. Hanahan Yukon Wealth Management Inc. | 3,140 | $335,103.77 | $601,561.2 | $266,457.43 | 79.51% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 2,450 | $311,893.27 | $469,493.5 | $157,600.23 | 50.53% |
Cole Dimond Caliber Wealth Management LLC / KS | 15,077 | $1.61M | $2.89M | $1.28M | 79.68% |
Nicole Reese WPG Advisers LLC | 40 | $5,666.2 | $7,649.6 | $1,983.4 | 35% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 102 | $10,772 | $19,920.6 | $9,148.6 | 84.93% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 3,380 | $469,016.01 | $646,864.4 | $177,848.39 | 37.92% |