| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Meredith Meredith Wealth Planning | 11,908 | $710,490.81 | $1.01M | $296,806.91 | 41.77% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,760 | $329,454.92 | $416,690.4 | $87,235.48 | 26.48% |
Loni Adams Daymark Wealth Partners LLC | 6,579 | $401,858.11 | $556,517.61 | $154,659.5 | 38.49% |
Jessica Thayer Unique Wealth LLC | 20,414 | $1.69M | $1.73M | $40,007.69 | 2.37% |
Brian Matter Creative Capital Management Investments LLC | 2,211 | $125,152.16 | $187,028.49 | $61,876.33 | 49.44% |
Michael Snyder Beaumont Financial Advisors LLC | 5,716 | $322,280.79 | $483,516.44 | $161,235.65 | 50.03% |
Jade Franke Retirement Investment Advisors Inc. | 26,101 | $1.44M | $2.21M | $765,835.7 | 53.11% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,514 | $227,490.55 | $297,249.26 | $69,758.71 | 30.66% |
Holly Skipper Verum Partners LLC | 7,558 | $567,650.01 | $639,331.22 | $71,681.21 | 12.63% |
Belena Vincetti Fortis Capital Advisors LLC | 32,455 | $2.29M | $2.75M | $452,517.18 | 19.74% |
Jeffrey D. Munjack JDM Financial Group LLC | 163 | $8,870.28 | $14,322.81 | $5,452.53 | 61.47% |
| BP Brett Pohl Kingdom Financial Group LLC | 809 | $69,161 | $70,552.89 | $1,391.89 | 2.01% |
Stephen Smith Kestra Investment Management LLC | 2,855 | $244,079 | $248,028.12 | $3,949.12 | 1.62% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 5,072 | $277,689.27 | $429,040.48 | $151,351.21 | 54.5% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 16,196 | $889,941.27 | $1.37M | $480,078.37 | 53.94% |
Scott Register Register Financial Advisors LLC | 107,020 | $6.13M | $9.05M | $2.92M | 47.63% |
Bree Pate Olisti Co. Wealth LLC | 1,993 | $150,989.98 | $168,587.87 | $17,597.89 | 11.66% |
Kevin Gray Lodestar Private Asset Management LLC | 7,703 | $561,055.3 | $651,596.77 | $90,541.47 | 16.14% |
Amy Ardeel Icon Wealth Advisors LLC | 12,010 | $670,959.72 | $1.04M | $372,409.03 | 55.5% |
| TT Thaddeus Toal RCS Financial Planning LLC | 3,354 | $234,272.99 | $283,714.86 | $49,441.87 | 21.1% |