| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Foster Laraway Financial Advisors Inc. | 71,054 | $2.87M | $4.53M | $1.66M | 57.88% |
| LWL Leo Wealth LLC Leo Wealth LLC | 62,327 | $2.83M | $3.94M | $1.11M | 39.01% |
William Jollie Quent Capital LLC | 1,400 | $85,722 | $89,432 | $3,710 | 4.33% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 13,549 | $562,892.93 | $860,835.71 | $297,942.78 | 52.93% |
| EM Erin Mccann Simplicity Wealth LLC | 6,359 | $380,093.22 | $405,926.76 | $25,833.54 | 6.8% |
Jesse Rodrigue Fortune 45 LLC | 11,684 | $403,180.05 | $743,043.98 | $339,863.93 | 84.3% |
Dan Mohr Retireful LLC | 14,979 | $894,836.73 | $954,536.77 | $59,700.04 | 6.67% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 64,645 | $2.53M | $4.12M | $1.59M | 62.75% |
| DW Darren Woolson Asset Allocation Strategies LLC | 71,036 | $3.2M | $4.54M | $1.34M | 41.89% |
Molly Crider Walker Asset Management LLC | 40,868 | $1.4M | $2.61M | $1.2M | 86.02% |
Michael Topley Lansing Street Advisors | 28,722 | $1.44M | $1.83M | $395,572.11 | 27.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 76,696 | $3.54M | $4.9M | $1.36M | 38.35% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,755 | $229,918.65 | $238,836.77 | $8,918.12 | 3.88% |
Jeffrey Gilbert Balboa Wealth Partners | 8,991 | $256,942.31 | $566,792.64 | $309,850.33 | 120.59% |
Kevin Zemann WealthPlan Investment Management LLC | 37,000 | $1.95M | $2.36M | $418,456.47 | 21.51% |
Benjamin Cauley Carr Financial Group Corp. | 5,978 | $284,134.31 | $380,948.05 | $96,813.74 | 34.07% |
Mark Mowrey Signature Resources Capital Management LLC | 75 | $3,907.53 | $4,726.87 | $819.34 | 20.97% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 12,874 | $743,814.97 | $819,880.69 | $76,065.72 | 10.23% |
| FIL FWG Investments LLC FWG Investments LLC | 21,550 | $1.08M | $1.38M | $300,179.18 | 27.88% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 25,967 | $1.13M | $1.65M | $523,734.75 | 46.45% |