| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 3,825 | $848,284.85 | $1.35M | $502,131.4 | 59.19% |
Jill Batley Gateway Wealth Partners LLC | 1,867 | $557,978.91 | $655,709.07 | $97,730.16 | 17.52% |
David Kronour Kapstone Financial Advisors LLC | 2,467 | $755,782.26 | $878,177.99 | $122,395.73 | 16.19% |
Christopher E. Jaccard Financial Alternatives Inc. | 9,723 | $1.69M | $3.45M | $1.76M | 103.67% |
Pavin White 25 LLC | 830 | $255,617.54 | $294,508.9 | $38,891.36 | 15.21% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 1,387 | $410,742.53 | $490,581.91 | $79,839.38 | 19.44% |
Gregg Zeoli Empire Financial Management Company LLC | 630 | $216,663 | $224,072.1 | $7,409.1 | 3.42% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 1,483 | $470,107.44 | $527,243.57 | $57,136.13 | 12.15% |
Matthew T. Miler MilWealth Group LLC | 301,376 | $42.08M | $106.94M | $64.85M | 154.1% |
| PIL PFG Investments LLC PFG Investments LLC | 2,196 | $560,458.64 | $780,853.68 | $220,395.04 | 39.32% |
| JC Jared Calvert Buck Wealth Strategies LLC | 997 | $343,002 | $353,675.78 | $10,673.78 | 3.11% |
Nicole Renaux Pioneer Wealth Management Group | 19,340 | $4.34M | $6.86M | $2.52M | 57.99% |
| AW Ariel Weisbard Values Added Financial LLC | 2,801 | $567,818.52 | $995,671.47 | $427,852.95 | 75.35% |
Michael Yoder Yoder Wealth Management Inc. | 1,555 | $419,383.5 | $550,174.55 | $130,791.05 | 31.19% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 5 | $1,494.25 | $1,776.97 | $282.72 | 18.92% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 131 | $46,093 | $46,635.32 | $542.32 | 1.18% |
Gregory Bosch Strategies Wealth Advisors, LLC | 832 | $209,363.26 | $295,235.2 | $85,871.94 | 41.02% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 12,066 | $2.6M | $4.28M | $1.68M | 64.56% |
Alexandra Stickelman Root Financial Partners, LLC | 3,008 | $904,621.01 | $1.06M | $156,766.83 | 17.33% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,048 | $327,667.58 | $369,676.76 | $42,009.18 | 12.82% |