| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nolan Baker Retirement Guys Formula LLC | 18,447 | $1.17M | $1.57M | $406,379.28 | 34.87% |
Rosemarie Ranzie Stage Harbor Financial LLC | 284,550 | $16.15M | $25.44M | $9.28M | 57.45% |
Abraham Martinez Amara Financial LLC | 10,042 | $643,253.22 | $897,654.38 | $254,401.16 | 39.55% |
| DAL Drake & Associates LLC Drake & Associates LLC | 2,992 | $217,817.6 | $267,454.88 | $49,637.28 | 22.79% |
Nadine Hofstetter Northwest Bank & Trust Co. | 4,932 | $249,854.12 | $420,206.4 | $170,352.28 | 68.18% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 31,127 | $2.48M | $2.65M | $171,204.47 | 6.9% |
William Cantus Pacific Sage Partners LLC | 5,694 | $274,223.94 | $504,830.04 | $230,606.1 | 84.09% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 1.4M | $106.42M | $119.66M | $13.24M | 12.44% |
Jeffrey Jones Cypress Financial Planning LLC | 22,983 | $1.58M | $1.96M | $374,456.76 | 23.64% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 34,545 | $2.22M | $2.94M | $723,437.85 | 32.59% |
CJ Harrison DecisionPoint Financial LLC | 324 | $25,068.29 | $27,604.8 | $2,536.51 | 10.12% |
| JG John Ginter Callan Family Office LLC | 32,798 | $2.81M | $2.92M | $119,133.24 | 4.25% |
| JB Jodi Burnett Invictus Private Wealth LLC | 2.58M | $104.67M | $219.55M | $114.87M | 109.74% |
Brook Hart Presilium Private Wealth LLC | 941,433 | $42.26M | $80.21M | $37.95M | 89.82% |
Brian Szymczak FSR Wealth Management Ltd. | 2,658 | $228,960 | $226,461.6 | -$2,498.4 | -1.09% |
Rodrigo Diaz Plan Group Financial LLC | 6,582 | $480,829.81 | $560,786.4 | $79,956.59 | 16.63% |
Amna Ali Khan GDS Wealth Management | 9,370 | $730,591.48 | $832,711.9 | $102,120.42 | 13.98% |
Mark Mowrey Signature Resources Capital Management LLC | 6,496 | $361,554.75 | $553,459.2 | $191,904.45 | 53.08% |
Albert Moore First National Advisers LLC | 10,542 | $694,954.8 | $898,178.4 | $203,223.6 | 29.24% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 64,678 | $4.73M | $5.51M | $784,702.58 | 16.6% |