| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Geraci ETF Store Inc. | 35,339 | $1.37M | $1.59M | $218,702.05 | 16% |
| LWL Leo Wealth LLC Leo Wealth LLC | 80,130 | $3.11M | $3.62M | $509,342.66 | 16.4% |
Patrick O'Connell Security Financial Services Inc. | 11,817 | $396,968.19 | $544,172.84 | $147,204.65 | 37.08% |
Thomas Mason Mason & Associates Inc. | 7,942 | $292,662.7 | $358,343.04 | $65,680.34 | 22.44% |
Kristofer Gray Integrity Financial Corp. /WA | 5,394 | $146,921.02 | $248,393.69 | $101,472.67 | 69.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,345 | $195,870.15 | $284,446.35 | $88,576.2 | 45.22% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 120,549 | $4.26M | $5.39M | $1.13M | 26.45% |
Kevin Zemann WealthPlan Investment Management LLC | 10,679 | $368,211.92 | $481,836.48 | $113,624.56 | 30.86% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,547 | $223,621 | $205,160.64 | -$18,460.36 | -8.26% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 53,032 | $1.64M | $2.39M | $755,486.7 | 46.14% |
Michael Snyder Beaumont Financial Advisors LLC | 30,464 | $907,580.28 | $1.37M | $466,955.4 | 51.45% |
| BP Brett Pohl Kingdom Financial Group LLC | 10 | $396 | $447.1 | $51.1 | 12.9% |
Kevin Gray Lodestar Private Asset Management LLC | 178,086 | $5.07M | $8.2M | $3.13M | 61.78% |
Andy Peters Goldstein Advisors LLC | 223,735 | $6.46M | $10.09M | $3.63M | 56.16% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 9 | $445 | $403.11 | -$41.89 | -9.41% |
Michael Yoder Yoder Wealth Management Inc. | 54,995 | $1.53M | $2.48M | $950,313.6 | 62.07% |
Courtney Holt Compound Planning, Inc. | 6,938 | $200,795.93 | $310,232.67 | $109,436.74 | 54.5% |
Michael Ryan Michael S. Ryan, Inc. | 487,826 | $15.45M | $21.78M | $6.33M | 40.95% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 249,481 | $7.95M | $11.15M | $3.2M | 40.21% |
Annmarie Young KPP Advisory Services LLC | 5,537 | $190,908.82 | $249,829.44 | $58,920.62 | 30.86% |