| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert B. LaRue Owen LaRue LLC | 4,349 | $371,796 | $367,881.91 | -$3,914.09 | -1.05% |
Kyle Moore Quarry Hill Advisors LLC | 3,266 | $199,539.07 | $276,270.94 | $76,731.87 | 38.45% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 9,851 | $720,167.44 | $833,296.09 | $113,128.65 | 15.71% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 15,516 | $1.04M | $1.35M | $309,206.06 | 29.77% |
| CJ Carl Jurgens Walker Financial Services Inc. | 37,346 | $2.29M | $3.16M | $870,903.17 | 38.06% |
| FFL Financial Freedom LLC Financial Freedom LLC | 5,810 | $361,852.93 | $501,519.2 | $139,666.27 | 38.6% |
Andrew Lewis Genesis Private Wealth LLC | 75,071 | $4.62M | $6.35M | $1.73M | 37.49% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 3,033 | $209,721.22 | $256,561.47 | $46,840.25 | 22.33% |
Lee McGowan Monument Group Wealth Advisors LLC | 9,546 | $678,200.39 | $807,496.14 | $129,295.75 | 19.06% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 24,520 | $1.45M | $2.07M | $627,037.11 | 43.33% |
Robert Hackenberg Northeast Financial Group Inc. | 2,635 | $160,052.44 | $222,894.65 | $62,842.21 | 39.26% |
| SM Sarah Moore BOS Asset Management LLC | 2,494 | $213,186 | $210,967.46 | -$2,218.54 | -1.04% |
David Gutierrez Gutierrez Wealth Advisory LLC | 5,823 | $343,474.47 | $492,567.57 | $149,093.1 | 43.41% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,903 | $299,994.13 | $336,906.96 | $36,912.83 | 12.3% |
Jill Batley Gateway Wealth Partners LLC | 135,702 | $9.56M | $11.48M | $1.91M | 20.02% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 4,827 | $269,768.6 | $416,666.64 | $146,898.04 | 54.45% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 5,170 | $398,659 | $452,581.8 | $53,922.8 | 13.53% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,513 | $428,057.19 | $478,693.79 | $50,636.6 | 11.83% |
Benjamin Cannon Tillman Hartley LLC | 4,106 | $243,085.33 | $354,429.92 | $111,344.59 | 45.8% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 4,795 | $269,369.32 | $413,904.4 | $144,535.08 | 53.66% |