| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rodrigo Diaz Plan Group Financial LLC | 24,614 | $1.61M | $1.54M | -$75,811.58 | -4.69% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,322 | $283,566.42 | $270,341.1 | -$13,225.32 | -4.66% |
Rachel Faulk Cape Investment Advisory Inc. | 3,687 | $241,378.07 | $236,299.83 | -$5,078.24 | -2.1% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 24,611 | $1.2M | $1.55M | $349,622.48 | 29.11% |
Lukas Lindgren Abound Wealth Management | 110 | $4,001.87 | $7,055.4 | $3,053.53 | 76.3% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,690 | $785,775.09 | $849,053.8 | $63,278.71 | 8.05% |
Jill Grimes Centurion Wealth Management LLC | 99,635 | $4.46M | $6.24M | $1.77M | 39.7% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,991 | $261,849.51 | $248,280.11 | -$13,569.4 | -5.18% |
Victoria Latham Fiduciary Alliance LLC | 43,131 | $2.05M | $2.68M | $626,546.55 | 30.55% |
Loni Adams Daymark Wealth Partners LLC | 7,860 | $399,340.79 | $487,555.8 | $88,215.01 | 22.09% |
Jessica Thayer Unique Wealth LLC | 15,119 | $818,034.38 | $937,680.38 | $119,646 | 14.63% |
Belena Vincetti Fortis Capital Advisors LLC | 4,703 | $308,564 | $293,608.29 | -$14,955.71 | -4.85% |
Marc White Clarendon Private LLC | 15,727 | $607,795.73 | $1.01M | $397,474.11 | 65.4% |
Sue Oleari Trifecta Capital Advisors LLC | 3,480 | $152,042 | $216,125.4 | $64,083.4 | 42.15% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 211 | $9,179.01 | $13,119.98 | $3,940.97 | 42.93% |
Moises Valladares Insigneo Advisory Services LLC | 37,153 | $1.89M | $2.3M | $410,611.74 | 21.76% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,294 | $285,287.78 | $522,356.12 | $237,068.34 | 83.1% |
Robert B. LaRue Owen LaRue LLC | 6,785 | $445,164 | $428,947.7 | -$16,216.3 | -3.64% |
Ashley Buboltz Moran Wealth Management LLC | 47,004 | $2.12M | $2.92M | $804,150.39 | 38.02% |
| FFL Financial Freedom LLC Financial Freedom LLC | 8,256 | $307,703.49 | $528,301.44 | $220,597.95 | 71.69% |