| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 43,961 | $1.32M | $1.38M | $63,296.36 | 4.81% |
Jessica Thayer Unique Wealth LLC | 196,100 | $5.91M | $6.18M | $270,651.03 | 4.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 842 | $27,016.79 | $26,018.64 | -$998.15 | -3.69% |
Charles Corkery PUREfi Wealth, LLC | 9,686 | $302,494.84 | $305,012.14 | $2,517.3 | 0.83% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,315 | $289,819.34 | $292,397.85 | $2,578.51 | 0.89% |
Stephen Davis Fairvoy Private Wealth LLC | 11,996 | $372,726.2 | $377,814.02 | $5,087.82 | 1.37% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 2.07M | $61.79M | $65.17M | $3.37M | 5.46% |