| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 42,088 | $2.5M | $3.41M | $909,709.05 | 36.35% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,604 | $204,346.8 | $292,176.28 | $87,829.48 | 42.98% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 133,556 | $8.13M | $10.83M | $2.69M | 33.1% |
Jordan Szekely Cherrydale Wealth Management LLC | 4,907 | $226,573.77 | $394,866.29 | $168,292.52 | 74.28% |
| JE John Ervin Ervin Investment Management LLC | 4,528 | $327,511.36 | $359,160.96 | $31,649.6 | 9.66% |
Katherine Saltonstall Sandy Cove Advisors LLC | 2,701 | $222,400.34 | $218,970.07 | -$3,430.27 | -1.54% |
| DL David Lutz LifeGuide Financial Advisors LLC | 200,730 | $11.23M | $16.27M | $5.05M | 44.97% |
Lindsey Seagraves Carson Advisory Inc. | 3,700 | $186,628 | $299,959 | $113,331 | 60.73% |
Caroline Jankowski Operose Advisors LLC | 10,067 | $570,551.33 | $816,735.71 | $246,184.38 | 43.15% |
John Gorlow Cardiff Park Advisors LLC | 2,033 | $126,034.52 | $164,815.31 | $38,780.79 | 30.77% |
| CC Cheung Chan Chemistry Wealth Management LLC | 7,516 | $521,384.92 | $609,322.12 | $87,937.2 | 16.87% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 3,324 | $196,666.3 | $269,476.68 | $72,810.38 | 37.02% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,057 | $346,518.02 | $487,467.36 | $140,949.34 | 40.68% |
| FCI Family CFO Inc Family CFO Inc | 16,613 | $886,727.17 | $1.34M | $450,287.07 | 50.78% |
| LWL Leo Wealth LLC Leo Wealth LLC | 693,587 | $44.35M | $55.55M | $11.2M | 25.25% |
| WJ William Jollie Quent Capital LLC | 80,678 | $4.29M | $6.46M | $2.17M | 50.67% |
Michael Byun SageView Advisory Group LLC | 120,539 | $7.3M | $9.66M | $2.36M | 32.29% |
Adam Grossman Mayport LLC | 33,335 | $1.84M | $2.67M | $827,374.7 | 44.9% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 8,827 | $470,935.07 | $707,042.7 | $236,107.63 | 50.14% |
Mark Astrinos Libra Wealth LLC | 18,486 | $923,073.52 | $1.48M | $557,655.08 | 60.41% |