| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arlie W. Green Fortress Wealth Management Inc. | 1,558 | $206,995.88 | $367,937.28 | $160,941.4 | 77.75% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 3,624 | $662,684.64 | $855,843.84 | $193,159.2 | 29.15% |
Dave Reichert Echo45 Advisors LLC | 28,401 | $4.39M | $6.71M | $2.31M | 52.7% |
Joshua Ryder Taff New Perspectives Inc. | 1,668 | $304,176.48 | $393,914.88 | $89,738.4 | 29.5% |
Caroline Jankowski Operose Advisors LLC | 116 | $28,560.36 | $28,868.92 | $308.56 | 1.08% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 1,283 | $264,041.4 | $317,298.73 | $53,257.33 | 20.17% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,340 | $279,409.25 | $316,454.4 | $37,045.15 | 13.26% |
| CB Catherine Bluvol Next Level Private LLC | 2,053 | $306,855.96 | $484,836.48 | $177,980.52 | 58% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,066 | $421,349.39 | $763,035.42 | $341,686.03 | 81.09% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,711 | $1.75M | $2.29M | $544,783.55 | 31.16% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 1,672 | $231,677.06 | $394,859.52 | $163,182.46 | 70.44% |
Samantha Pierangeli City State Bank | 146 | $19,397.56 | $34,479.36 | $15,081.8 | 77.75% |
Christopher Pelch Vance Wealth LLC | 1,138 | $199,457.26 | $285,182.81 | $85,725.55 | 42.98% |
| EI Excelsior Investors Intelligent Financial Strategies | 1,378 | $250,896.94 | $325,428.48 | $74,531.54 | 29.71% |
W. Travis McKinney HB Wealth Management LLC | 9,252 | $1.57M | $2.18M | $611,023.12 | 38.82% |
| FCI Family CFO Inc Family CFO Inc | 14,089 | $2.35M | $3.33M | $982,103.67 | 41.88% |
Allison Tronnes Forum Financial Management LP | 2,923 | $477,524.62 | $690,295.68 | $212,771.06 | 44.56% |
Paul Elam Oak Harbor Wealth Partners LLC | 200 | $36,572 | $47,232 | $10,660 | 29.15% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,608 | $265,289.86 | $379,745.28 | $114,455.42 | 43.14% |
William Jollie Quent Capital LLC | 117 | $24,467.04 | $28,935.27 | $4,468.23 | 18.26% |