| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
North Capital Inc. North Capital Inc. | 2,123 | $263,422.53 | $252,233.63 | -$11,188.9 | -4.25% |
Katie Kingsman Kingsman Wealth Management Inc. | 55,402 | $5.09M | $6.55M | $1.46M | 28.78% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 5,994 | $579,431.03 | $713,106.18 | $133,675.15 | 23.07% |
Anna Christine Golden Reserve Retirement LLC | 11,017 | $1.24M | $1.3M | $61,443.95 | 4.96% |
| RM Rich Mowrer Brookwood Investment Group LLC | 13,312 | $1.33M | $1.58M | $251,212.42 | 18.9% |
Cole Dimond Caliber Wealth Management LLC / KS | 91,586 | $8.09M | $10.86M | $2.76M | 34.16% |
Patricia Frisch ANB Bank | 18,002 | $1.63M | $2.14M | $507,938.36 | 31.21% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 4,443 | $390,051.11 | $526,850.94 | $136,799.83 | 35.07% |
David R. Hess Wealth Management Associates Inc. | 10,321 | $487,403.88 | $1.22M | $734,705.73 | 150.74% |
Nicole Reese WPG Advisers LLC | 2,551 | $243,678.98 | $300,686.37 | $57,007.39 | 23.39% |
QTR Family Wealth LLC QTR Family Wealth LLC | 16,303 | $1.57M | $1.93M | $367,576.46 | 23.46% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 433 | $48,240.89 | $51,182.76 | $2,941.87 | 6.1% |
Benjamin S. Smith Smith Asset Management Co LLC | 4,500 | $408,370.81 | $534,645 | $126,274.19 | 30.92% |
Tyler Rudek Heritage Wealth Architects Inc. | 3,062 | $340,708.42 | $363,076.65 | $22,368.23 | 6.57% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 4,873 | $268,818 | $579,472.79 | $310,654.79 | 115.56% |
| AS Aryn Sands GK Wealth Management LLC | 726 | $75,450 | $81,515.28 | $6,065.28 | 8.04% |
Investment Research Partners LLC Investment Research Partners LLC | 11,411 | $1.17M | $1.35M | $180,697.43 | 15.44% |
Craig McFadzean Turn8 Private Wealth Inc. | 41,920 | $3.93M | $4.98M | $1.06M | 26.93% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 2,243 | $220,999.72 | $265,526.34 | $44,526.62 | 20.15% |
Justin Boggs Optima Capital LLC | 4,370 | $419,657.73 | $519,942.6 | $100,284.87 | 23.9% |