| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandt Sakakeeny Rockingstone Advisors LLC | 6,060 | $898,156.29 | $1.24M | $345,567.81 | 38.48% |
Dodd Disler Sagace Wealth Management LLC | 14,984 | $2.44M | $3.07M | $625,686.59 | 25.6% |
Grant Carroll Strategic Financial Partners, Ltd. | 4,133 | $530,715.17 | $846,438.4 | $315,723.23 | 59.49% |
Kara Lilian Lynx Investment Advisory | 9,200 | $1.82M | $1.9M | $80,316 | 4.42% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,292 | $636,132.73 | $674,201.6 | $38,068.87 | 5.98% |
David Archibald Squire Investment Management Company, LLC | 7,668 | $1.24M | $1.57M | $328,079.33 | 26.41% |
Neisy Arnez Drucker Wealth 3.0, LLC | 27,934 | $4.75M | $5.75M | $996,752.51 | 20.97% |
Carmen McClennon WR Wealth Planners, LLC | 2,339 | $323,641.64 | $479,237.71 | $155,596.07 | 48.08% |
Matthew Richmond Richmond Investment Services, LLC | 1,425 | $234,388.03 | $294,098.62 | $59,710.59 | 25.48% |
David A Rozenson Fairscale Capital, LLC | 4,224 | $706,685.17 | $867,820.8 | $161,135.63 | 22.8% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,298 | $345,688 | $475,364.28 | $129,676.28 | 37.51% |
Rana Choubah Meridian Financial Advisors, LLC | 4,045 | $579,499.07 | $832,986.85 | $253,487.78 | 43.74% |
David Van Overeem RMR Capital Management, LLC | 12,967 | $1.97M | $2.66M | $687,444.58 | 34.88% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 11,175 | $1.8M | $2.29M | $485,215 | 26.91% |
Greg Reidy Granite FO LLC | 11,985 | $1.62M | $2.44M | $814,013.16 | 50.15% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 14 | $2,264.5 | $2,874.83 | $610.33 | 26.95% |
Teresa Coleman Creekside Partners | 4,032 | $610,583.18 | $832,930.56 | $222,347.38 | 36.42% |
David Levy Diversified Enterprises LLC | 2,845 | $482,535.7 | $584,846.65 | $102,310.95 | 21.2% |
Eric Seger Integrated Capital Management LLC | 3,470 | $577,630.44 | $710,343.7 | $132,713.26 | 22.98% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 1,957 | $358,824.66 | $402,760.38 | $43,935.72 | 12.24% |