| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,447 | $1.71M | $1.84M | $126,683.51 | 7.4% |
Andrew Endelman Independent Wealth Network Inc. | 2,161 | $231,173.39 | $275,181.74 | $44,008.35 | 19.04% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,385 | $283,347.95 | $303,586.65 | $20,238.7 | 7.14% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 65 | $7,565.52 | $8,181.55 | $616.03 | 8.14% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 44,539 | $4.66M | $5.69M | $1.03M | 22% |
Caroline Jankowski Operose Advisors LLC | 2,080 | $221,356.59 | $264,451.2 | $43,094.61 | 19.47% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 5,512 | $576,775.68 | $701,126.4 | $124,350.72 | 21.56% |
W. Travis McKinney HB Wealth Management LLC | 122,463 | $14.25M | $15.58M | $1.33M | 9.34% |
Michelle McCarthy Vantage Financial Partners LLC | 15,792 | $1.83M | $2.01M | $186,216.72 | 10.19% |
Rachel Faulk Cape Investment Advisory Inc. | 1,180 | $142,598.33 | $150,143.2 | $7,544.87 | 5.29% |
| FIL FWG Investments LLC FWG Investments LLC | 17,285 | $2.05M | $2.2M | $150,417.69 | 7.34% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 67 | $8,055.41 | $8,527.42 | $472.01 | 5.86% |
Mariana Coli Dunhill Financial LLC | 426 | $51,217 | $54,204.24 | $2,987.24 | 5.83% |
Morgan Carter RFP Financial Group LLC | 102,954 | $12.38M | $13.11M | $731,042.82 | 5.91% |
Kellie Borror Daner Wealth Management LLC | 1,795 | $202,512 | $228,485.55 | $25,973.55 | 12.83% |
Erik Brenner Hilltop Partners LLC | 2,737 | $260,306.7 | $349,884.39 | $89,577.69 | 34.41% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,723 | $165,196.48 | $220,156.32 | $54,959.84 | 33.27% |
Dana Anspach Sensible Money LLC | 3,647 | $346,538.3 | $464,554.86 | $118,016.56 | 34.06% |
Nicholas Brown Granite Harbor Advisors Inc. | 6,962 | $661,561.05 | $890,230.94 | $228,669.89 | 34.57% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 2,006 | $241,181 | $256,276.53 | $15,095.53 | 6.26% |