| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 31,168 | $1.78M | $2.22M | $440,552.13 | 24.74% |
MICHAEL DE LUZ Williams & Novak, LLC | 35,073 | $1.98M | $2.53M | $552,474.33 | 27.94% |
Brian Glenn Premier Path Wealth Partners, LLC | 39,644 | $2.17M | $2.86M | $691,636.55 | 31.89% |
PETER KRUSSEL Southland Equity Partners LLC | 9,099 | $434,050.3 | $656,037.9 | $221,987.6 | 51.14% |
Taylor Wagner Valued Wealth Advisors LLC | 8,407 | $422,036.5 | $606,691.15 | $184,654.65 | 43.75% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 23,046 | $1.28M | $1.66M | $379,720.67 | 29.6% |
Luke Bunch OxenFree Capital LLC | 18,423 | $1.01M | $1.33M | $319,475.77 | 31.63% |
Chandler te Velde Maia Wealth LLC | 6,850 | $384,170.09 | $494,022 | $109,851.91 | 28.59% |
David Maddux Brightwater Advisory LLC | 15,928 | $883,062.2 | $1.15M | $263,594.52 | 29.85% |
Jeremy Will Bestgate Wealth Advisors LLC | 24,337 | $1.32M | $1.74M | $420,354.79 | 31.76% |
| RFL Rossby Financial LLC Rossby Financial LLC | 48 | $2,910 | $3,431.76 | $521.76 | 17.93% |
| AWM Apex Wealth Management LLC Apex Wealth Management LLC | 34,720 | $2.09M | $2.48M | $390,096.4 | 18.65% |
| SL SFM LLC SFM LLC | 17,617 | $951,645.02 | $1.26M | $304,623.25 | 32.01% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 969 | $50,459.71 | $69,036.4 | $18,576.69 | 36.81% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 140 | $7,999 | $9,977.8 | $1,978.8 | 24.74% |