| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 26,749 | $221,429.91 | $255,493.07 | $34,063.16 | 15.38% |
W. Travis McKinney HB Wealth Management LLC | 10,088 | $95,607.96 | $96,239.52 | $631.56 | 0.66% |
Paul Elam Oak Harbor Wealth Partners LLC | 21,139 | $213,081.12 | $201,348.97 | -$11,732.15 | -5.51% |
Marc H. Stone Tyler-Stone Wealth Management | 68,125 | $627,211.72 | $647,528.12 | $20,316.4 | 3.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,818 | $160,469.67 | $198,603.72 | $38,134.05 | 23.76% |
Rachel Faulk Cape Investment Advisory Inc. | 10,393 | $97,580.04 | $99,149.22 | $1,569.18 | 1.61% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 15,250 | $131,150 | $144,875 | $13,725 | 10.47% |
Drew Phillips Fortitude Family Office LLC | 1,819 | $16,170.93 | $17,353.26 | $1,182.33 | 7.31% |
Jill Grimes Centurion Wealth Management LLC | 102,077 | $875,145.21 | $970,241.88 | $95,096.67 | 10.87% |
Bert D. Barre Colonial Trust Co. / SC | 2,777 | $23,937.74 | $26,506.46 | $2,568.72 | 10.73% |
Richard S. Levenson Western Financial Corp./CA | 25,487 | $216,712.31 | $242,253.93 | $25,541.62 | 11.79% |
Loni Adams Daymark Wealth Partners LLC | 11,600 | $99,644.13 | $110,026 | $10,381.87 | 10.42% |
Amy Ardeel Icon Wealth Advisors LLC | 15,910 | $134,276.43 | $150,906.35 | $16,629.92 | 12.38% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 21,513 | $163,714 | $205,234.02 | $41,520.02 | 25.36% |
Scott Highmark Mosaic Family Wealth Partners LLC | 12,236 | $105,793.57 | $116,058.46 | $10,264.89 | 9.7% |
David Kronour Kapstone Financial Advisors LLC | 30,936 | $265,768.44 | $295,593.48 | $29,825.04 | 11.22% |
Brett Carleton Heritage Wealth Management Inc./Texas | 13,998 | $127,778.2 | $132,841.02 | $5,062.82 | 3.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 111,618 | $918,359.68 | $1.06M | $145,917.95 | 15.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 86,342 | $765,649.66 | $823,702.68 | $58,053.02 | 7.58% |
Jae Cho Marex Group plc | 14,173 | $135,636 | $134,997.82 | -$638.18 | -0.47% |