| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory A. Brown Brown Financial Advisors | 17,383 | $1.25M | $2.06M | $812,938.82 | 64.97% |
JAMES ELIOS Elios Financial Group Inc. | 3,459 | $287,056.68 | $407,712.33 | $120,655.65 | 42.03% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 19,733 | $1.65M | $2.33M | $676,260.96 | 40.9% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,881 | $428,149.87 | $460,946.37 | $32,796.5 | 7.66% |
Tuomas Suomela S-Bank Fund Management Ltd | 21,718 | $2.46M | $2.57M | $111,630.2 | 4.54% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 3,825 | $310,248.7 | $454,161.37 | $143,912.67 | 46.39% |
Taryn Anderson YANKCOM Partnership | 11,309 | $1.09M | $1.33M | $246,567.6 | 22.7% |
Andrew Snider Maiden Cove Capital, LLC | 10,792 | $739,098 | $1.28M | $544,232.68 | 73.63% |
David Levy Diversified Enterprises LLC | 38,647 | $3.92M | $4.59M | $670,112.75 | 17.1% |
Pines Wealth Management LLC Pines Wealth Management LLC | 39,837 | $3.71M | $4.73M | $1.02M | 27.58% |
Caleb Pearson Compass Financial Services Inc. | 3,640 | $325,993.84 | $432,523 | $106,529.16 | 32.68% |
Matthew Riley Hickory Point Bank & Trust | 7,129 | $654,603.98 | $845,570.69 | $190,966.71 | 29.17% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 11,286 | $1.02M | $1.34M | $322,900.74 | 31.64% |
Seneschal Advisors LLC Seneschal Advisors LLC | 136 | $14,017 | $16,165.64 | $2,148.64 | 15.33% |
Steve Solano Global Wealth Management LLC | 2,415 | $212,659.88 | $284,656.05 | $71,996.17 | 33.86% |
Curtis Harrell Tounjian Advisory Partners LLC | 37,785 | $4.2M | $4.48M | $279,904.97 | 6.66% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 7,863 | $608,217.07 | $932,001.39 | $323,784.32 | 53.23% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 19,789 | $1.45M | $2.35M | $901,008.01 | 62.33% |
Braden Janowski Fieldview Capital Management LLC | 6,345 | $718,635 | $753,278.4 | $34,643.4 | 4.82% |
Bryan Buchert Kera Capital Partners Inc. | 11,123 | $1.16M | $1.32M | $162,221.59 | 13.98% |