| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Carter RFP Financial Group LLC | 2,674 | $488,794.99 | $831,827.92 | $343,032.93 | 70.18% |
Kellie Borror Daner Wealth Management LLC | 650 | $223,425 | $204,018.75 | -$19,406.25 | -8.69% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 966 | $286,513.39 | $303,570.33 | $17,056.94 | 5.95% |
Loni Adams Daymark Wealth Partners LLC | 11,493 | $2.74M | $3.6M | $862,156.59 | 31.49% |
Brian Matter Creative Capital Management Investments LLC | 538 | $148,516.9 | $168,862.06 | $20,345.16 | 13.7% |
Michael Snyder Beaumont Financial Advisors LLC | 8,274 | $1.27M | $2.6M | $1.33M | 105.3% |
Erik Brenner Hilltop Partners LLC | 615 | $208,024 | $195,772.95 | -$12,251.05 | -5.89% |
Holly Skipper Verum Partners LLC | 780 | $247,626.45 | $249,373.8 | $1,747.35 | 0.71% |
Belena Vincetti Fortis Capital Advisors LLC | 6,125 | $1.85M | $1.92M | $71,888.33 | 3.88% |
Patrick D. Hayes Canopy Partners LLC | 6,241 | $1.42M | $1.97M | $551,571.82 | 38.77% |
Marc White Clarendon Private LLC | 2,097 | $636,097.85 | $664,056.99 | $27,959.14 | 4.4% |
Sheryl Stephens Stephens Consulting LLC | 560 | $124,117.46 | $175,313.6 | $51,196.14 | 41.25% |
Cornell P. Abod Beacon Investment Advisors LLC | 16,760 | $3.96M | $5.33M | $1.37M | 34.49% |
Dennis Wallace Fortune Financial Advisors LLC | 2,693 | $493,763.25 | $857,962.87 | $364,199.62 | 73.76% |
Lucas Mosher SP Asset Management LLC | 33,837 | $5.08M | $10.76M | $5.68M | 111.82% |
| BP Brett Pohl Kingdom Financial Group LLC | 108 | $34,292.33 | $33,829.92 | -$462.41 | -1.35% |
Stephen Smith Kestra Investment Management LLC | 943 | $318,916 | $295,291.02 | -$23,624.98 | -7.41% |
Sue Oleari Trifecta Capital Advisors LLC | 576 | $90,813.56 | $180,380.16 | $89,566.6 | 98.63% |
Amy Hart Phillips Wealth Planners LLC | 1,697 | $505,404.16 | $539,204.78 | $33,800.62 | 6.69% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 666 | $225,274.5 | $209,457 | -$15,817.5 | -7.02% |