| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 1,400 | $85,722 | $88,620 | $2,898 | 3.38% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 13,549 | $562,892.93 | $823,372.73 | $260,479.8 | 46.28% |
| EM Erin Mccann Simplicity Wealth LLC | 6,359 | $380,093.22 | $386,436.43 | $6,343.21 | 1.67% |
Jesse Rodrigue Fortune 45 LLC | 11,074 | $364,377.95 | $672,966.98 | $308,589.03 | 84.69% |
Dan Mohr Retireful LLC | 13,778 | $817,444.29 | $837,289.06 | $19,844.77 | 2.43% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 64,645 | $2.53M | $3.93M | $1.4M | 55.29% |
| DW Darren Woolson Asset Allocation Strategies LLC | 71,036 | $3.2M | $4.48M | $1.29M | 40.21% |
Molly Crider Walker Asset Management LLC | 41,179 | $1.41M | $2.5M | $1.09M | 77.51% |
Michael Topley Lansing Street Advisors | 28,722 | $1.44M | $1.75M | $307,251.96 | 21.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 76,696 | $3.54M | $4.66M | $1.12M | 31.61% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,755 | $229,918.65 | $237,635.17 | $7,716.52 | 3.36% |
Jeffrey Gilbert Balboa Wealth Partners | 8,991 | $256,942.31 | $568,995.43 | $312,053.12 | 121.45% |
Kevin Zemann WealthPlan Investment Management LLC | 37,000 | $1.95M | $2.25M | $303,386.47 | 15.6% |
Benjamin Cauley Carr Financial Group Corp. | 5,978 | $284,134.31 | $363,283.06 | $79,148.75 | 27.86% |
Mark Mowrey Signature Resources Capital Management LLC | 75 | $3,907.53 | $4,557.75 | $650.22 | 16.64% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 12,874 | $743,814.97 | $812,478.14 | $68,663.17 | 9.23% |
| FIL FWG Investments LLC FWG Investments LLC | 21,550 | $1.08M | $1.31M | $232,943.18 | 21.64% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 52,247 | $2.05M | $3.18M | $1.13M | 55.13% |
Lukas Lindgren Abound Wealth Management | 346 | $18,542.98 | $21,026.42 | $2,483.44 | 13.39% |
Drew Phillips Fortitude Family Office LLC | 373 | $22,839 | $22,667.21 | -$171.79 | -0.75% |