| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,000 | $262,440 | $250,560 | -$11,880 | -4.53% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 631 | $30,261.86 | $39,052.59 | $8,790.73 | 29.05% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 110 | $4,250 | $6,831.55 | $2,581.55 | 60.74% |
Caleb Pearson Compass Financial Services Inc. | 6,678 | $321,079.94 | $423,852.66 | $102,772.72 | 32.01% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 78,048 | $3.24M | $4.96M | $1.72M | 52.93% |
| PPH Pure Portfolios Holdings LLC Pure Portfolios Holdings LLC | 4,292 | $187,513.72 | $274,752.38 | $87,238.66 | 46.52% |
Elyxium Wealth LLC Elyxium Wealth LLC | 17,973 | $752,308.9 | $1.12M | $371,542.79 | 49.39% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 7,296 | $296,857.1 | $454,869.12 | $158,012.02 | 53.23% |
Heather Scully NWF Advisory Services Inc. | 33,039 | $1.56M | $2.06M | $502,164.12 | 32.28% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 775 | $50,849 | $48,208.87 | -$2,640.13 | -5.19% |
Robert Warmkessel Grange Capital LLC | 37,426 | $1.56M | $2.37M | $817,088.64 | 52.53% |
VestGen Advisors LLC VestGen Advisors LLC | 6,793 | $281,949.71 | $433,257.54 | $151,307.83 | 53.66% |
Allyson Mickool Florida Financial Advisors LLC | 3,346 | $219,531 | $208,890.78 | -$10,640.22 | -4.85% |
Elizabeth Arce Sovran Advisors LLC | 11,701 | $480,702.11 | $727,568.18 | $246,866.07 | 51.36% |
| RL Rajendra Lachman Berbice Capital Management LLC | 300 | $19,683 | $19,075.5 | -$607.5 | -3.09% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 74 | $2,859.21 | $4,600.95 | $1,741.74 | 60.92% |
| JS Jeffrey Socha Entrewealth LLC | 3,177 | $207,013 | $198,657.81 | -$8,355.19 | -4.04% |
Bradley Wilson Crews Bank & Trust | 550 | $27,164.68 | $34,212.75 | $7,048.07 | 25.95% |
| MK Matthew Klein Matauro LLC | 3,152 | $206,807 | $198,607.52 | -$8,199.48 | -3.96% |
Samira Kadam Synergy Investment Management LLC | 284 | $13,254 | $18,107.84 | $4,853.84 | 36.62% |