| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,992 | $1.7M | $1.61M | -$87,306.32 | -5.13% |
Loni Adams Daymark Wealth Partners LLC | 8,981 | $2.08M | $2.39M | $316,657.72 | 15.25% |
Brian Matter Creative Capital Management Investments LLC | 309 | $89,593.32 | $82,336.14 | -$7,257.18 | -8.1% |
Michael Snyder Beaumont Financial Advisors LLC | 4,462 | $1.18M | $1.19M | $10,570.94 | 0.9% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,108 | $801,235.6 | $828,157.65 | $26,922.05 | 3.36% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,831 | $451,301.26 | $487,888.24 | $36,586.98 | 8.11% |
Holly Skipper Verum Partners LLC | 2,135 | $497,979.83 | $568,892.08 | $70,912.25 | 14.24% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,027 | $877,348.45 | $806,574.39 | -$70,774.06 | -8.07% |
Patrick D. Hayes Canopy Partners LLC | 7,866 | $1.92M | $2.1M | $175,335.33 | 9.13% |
Marc White Clarendon Private LLC | 923 | $187,535.1 | $245,942.57 | $58,407.47 | 31.14% |
Sheryl Stephens Stephens Consulting LLC | 114 | $27,857.21 | $30,376.44 | $2,519.23 | 9.04% |
| BP Brett Pohl Kingdom Financial Group LLC | 85 | $21,864.6 | $23,063.9 | $1,199.3 | 5.49% |
Stephen Smith Kestra Investment Management LLC | 9,539 | $2.25M | $2.56M | $308,163.58 | 13.71% |
Sue Oleari Trifecta Capital Advisors LLC | 151 | $37,912.54 | $40,235.46 | $2,322.92 | 6.13% |
Amy Hart Phillips Wealth Planners LLC | 1,331 | $317,695.06 | $361,153.54 | $43,458.48 | 13.68% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,981 | $476,588.98 | $540,733.74 | $64,144.76 | 13.46% |
Bree Pate Olisti Co. Wealth LLC | 221 | $56,920.14 | $58,887.66 | $1,967.52 | 3.46% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 11,638 | $2.75M | $3.13M | $386,506.07 | 14.07% |
Amy Ardeel Icon Wealth Advisors LLC | 12,022 | $3.36M | $3.22M | -$135,940.8 | -4.05% |
John J. Edwards Breed's Hi LLCapital LLC | 1,631 | $380,032.04 | $434,596.24 | $54,564.2 | 14.36% |