| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Seed Seed Wealth Management Inc. | 30,729 | $1.97M | $2.6M | $625,123.54 | 31.66% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 15,065 | $948,103.62 | $1.27M | $326,244.73 | 34.41% |
Andy Peters Goldstein Advisors LLC | 9,202 | $572,345.11 | $778,397.18 | $206,052.07 | 36% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 4,464 | $269,097.24 | $387,810 | $118,712.76 | 44.12% |
Robin Sherwood HTG Investment Advisors Inc. | 6,208 | $449,922.5 | $535,874.56 | $85,952.06 | 19.1% |
Jeffrey Hanson Breakwater Capital Group | 6,019 | $351,073.84 | $509,147.21 | $158,073.37 | 45.03% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 12,773 | $774,226.62 | $1.08M | $306,241.45 | 39.55% |
Salvatore Cocivera Cora Capital Advisors LLC | 19,972 | $1.15M | $1.69M | $539,269.2 | 46.89% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 18,380 | $1.23M | $1.55M | $323,699.04 | 26.29% |
Paul L. Moffat Arista Wealth Management LLC | 69,202 | $4.17M | $5.85M | $1.68M | 40.28% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 218,703 | $14.4M | $18.5M | $4.1M | 28.51% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 15,628 | $1.04M | $1.32M | $285,671.88 | 27.57% |
Jesse Haller Compass Financial Group Inc./SD | 24,468 | $2.09M | $2.13M | $33,923.5 | 1.62% |
Neil Christ Oak Hill Wealth Advisors LLC | 8,468 | $499,037.04 | $716,308.12 | $217,271.08 | 43.54% |
Moises Valladares Insigneo Advisory Services LLC | 73,418 | $4.62M | $6.44M | $1.82M | 39.37% |
John Canning Mi LLCreek Capital Advisors LLC | 529,718 | $30.95M | $44.81M | $13.86M | 44.77% |
| TAL TFB Advisors LLC TFB Advisors LLC | 3,983 | $245,077.99 | $343,812.56 | $98,734.57 | 40.29% |
Scott Highmark Mosaic Family Wealth Partners LLC | 15,105 | $1.29M | $1.31M | $20,950.87 | 1.62% |
Scott Paschal Financial Partners Group LLC | 7,017 | $366,016.93 | $593,568.03 | $227,551.1 | 62.17% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 4,403 | $249,780.31 | $372,449.77 | $122,669.46 | 49.11% |