| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 2,598 | $146,683.08 | $172,052.55 | $25,369.47 | 17.3% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 79 | $4,761 | $5,206.89 | $445.89 | 9.37% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,807 | $205,020.38 | $251,928.22 | $46,907.84 | 22.88% |
Jill Batley Gateway Wealth Partners LLC | 2,962 | $178,491.72 | $195,521.62 | $17,029.9 | 9.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,682 | $1.75M | $2.03M | $278,891.95 | 15.91% |
MICHAEL DE LUZ Williams & Novak, LLC | 40,351 | $2.35M | $2.7M | $349,565.87 | 14.89% |
Brian Glenn Premier Path Wealth Partners, LLC | 49,922 | $2.88M | $3.3M | $416,912.18 | 14.46% |
PETER KRUSSEL Southland Equity Partners LLC | 8,858 | $423,026.95 | $587,772.59 | $164,745.64 | 38.94% |
Taylor Wagner Valued Wealth Advisors LLC | 7,625 | $382,779.62 | $505,003.75 | $122,224.13 | 31.93% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 21,436 | $1.2M | $1.42M | $220,849.57 | 18.47% |
Luke Bunch OxenFree Capital LLC | 19,063 | $1.05M | $1.26M | $205,116.96 | 19.45% |
Chandler te Velde Maia Wealth LLC | 8,339 | $487,786.39 | $552,500.44 | $64,714.05 | 13.27% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 29,121 | $2.03M | $1.95M | -$76,296.63 | -3.76% |
Jeremy Will Bestgate Wealth Advisors LLC | 66,155 | $4.05M | $4.38M | $329,184.88 | 8.13% |
Apex Wealth Management LLC Apex Wealth Management LLC | 34,873 | $2.1M | $2.3M | $201,550.72 | 9.58% |
SFM LLC SFM LLC | 14,447 | $779,926.13 | $960,725.5 | $180,799.37 | 23.18% |
Nicole Reese WPG Advisers LLC | 77 | $5,358 | $5,099.71 | -$258.29 | -4.82% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 973 | $50,738.27 | $64,388.27 | $13,650 | 26.9% |
Basepoint Wealth LLC Basepoint Wealth LLC | 140 | $7,999 | $9,254.7 | $1,255.7 | 15.7% |