| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,928 | $276,660 | $354,909.36 | $78,249.36 | 28.28% |
Jill Grimes Centurion Wealth Management LLC | 99,538 | $4.46M | $5.96M | $1.5M | 33.71% |
| VL Victoria Latham Fiduciary Alliance LLC | 69,009 | $3.18M | $4.13M | $949,933.38 | 29.86% |
Loni Adams Daymark Wealth Partners LLC | 8,230 | $418,159 | $492,730.1 | $74,571.1 | 17.83% |
Jessica Thayer Unique Wealth LLC | 19,092 | $946,575.25 | $1.14M | $196,462.79 | 20.76% |
Marc White Clarendon Private LLC | 15,727 | $607,795.73 | $941,575.49 | $333,779.76 | 54.92% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 3,480 | $152,042 | $208,347.6 | $56,305.6 | 37.03% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 407 | $15,029.75 | $24,261.27 | $9,231.52 | 61.42% |
| MV Moises Valladares Insigneo Advisory Services LLC | 33,744 | $1.66M | $2.01M | $350,914.03 | 21.1% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,294 | $285,287.78 | $486,857.8 | $201,570.02 | 70.65% |
Ashley Buboltz Moran Wealth Management LLC | 47,341 | $2.13M | $2.83M | $702,041.77 | 33% |
| FFL Financial Freedom LLC Financial Freedom LLC | 8,256 | $307,703.49 | $493,419.84 | $185,716.35 | 60.36% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,816 | $481,463.58 | $704,942.56 | $223,478.98 | 46.42% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 1,296 | $56,622.24 | $77,319.36 | $20,697.12 | 36.55% |
| SM Sarah Moore BOS Asset Management LLC | 17,022 | $842,375.19 | $1.01M | $168,561.39 | 20.01% |
Jill Batley Gateway Wealth Partners LLC | 9,796 | $477,837.69 | $584,429.36 | $106,591.67 | 22.31% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 16,600 | $605,773.77 | $990,356 | $384,582.23 | 63.49% |
Amber Anderson Aspen Wealth Strategies LLC | 54,863 | $2.69M | $3.27M | $585,062.6 | 21.77% |
| PIL PFG Investments LLC PFG Investments LLC | 39,012 | $1.98M | $2.32M | $334,616.12 | 16.87% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,179 | $133,553.46 | $188,864.39 | $55,310.93 | 41.41% |