| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 16,882 | $911,323.84 | $993,674.52 | $82,350.68 | 9.04% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 33,495 | $1.48M | $1.97M | $487,378.45 | 32.84% |
Adam Hoffmann CCM Investment Group LLC | 1.26M | $55.81M | $74.4M | $18.58M | 33.3% |
Cole Dimond Caliber Wealth Management LLC / KS | 6,255 | $283,101.5 | $368,200.57 | $85,099.07 | 30.06% |
Juho-Tuomas Appel Obsido Oy | 194,118 | $8.89M | $11.43M | $2.53M | 28.47% |
Nicole Reese WPG Advisers LLC | 4,518 | $198,972.93 | $265,929.48 | $66,956.55 | 33.65% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 678 | $33,070.4 | $39,276.54 | $6,206.14 | 18.77% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 7,506 | $406,587.21 | $441,803.16 | $35,215.95 | 8.66% |
David Dirks Plum Street Advisors LLC | 16,343 | $684,247.98 | $962,030.69 | $277,782.71 | 40.6% |
| AS Aryn Sands GK Wealth Management LLC | 5,857 | $307,023.03 | $339,296.01 | $32,272.98 | 10.51% |
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 84,058 | $3.75M | $4.95M | $1.2M | 31.94% |
Justin Boggs Optima Capital LLC | 7,864 | $352,290.63 | $462,914.36 | $110,623.73 | 31.4% |
Birchbrook Inc. Birchbrook Inc. | 4,360 | $179,195.49 | $256,651.4 | $77,455.91 | 43.22% |
Horan Wealth LLC Horan Wealth LLC | 38,268 | $2.06M | $2.25M | $187,711.69 | 9.09% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 5,308 | $236,713.51 | $312,455.42 | $75,741.91 | 32% |
| ML Maseco LLP Maseco LLP | 41,090 | $2.21M | $2.42M | $209,658.89 | 9.49% |
James V. Thompson Jr. Bulwark Capital Corp | 833 | $42,269.75 | $49,034.54 | $6,764.79 | 16% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 5,909 | $275,778.39 | $347,833.28 | $72,054.89 | 26.13% |
Robert Amato Compass Wealth Management LLC/GA | 102,026 | $5.06M | $6.01M | $944,532.95 | 18.66% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 583 | $28,873.18 | $34,318.29 | $5,445.11 | 18.86% |