| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 826 | $398,001.77 | $405,491.66 | $7,489.89 | 1.88% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 507 | $246,309.93 | $248,891.37 | $2,581.44 | 1.05% |
Daniel Ronan Catalyst Financial Partners LLC | 11,811 | $4.21M | $5.8M | $1.58M | 37.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,172 | $20.74M | $33.5M | $12.76M | 61.56% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 21,160 | $6.53M | $10.39M | $3.85M | 58.98% |
Lincoln Bach Delap Wealth Advisory LLC | 603 | $279,276.71 | $296,018.73 | $16,742.02 | 5.99% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,188 | $421,898.02 | $583,201.08 | $161,303.06 | 38.23% |
| TT Tu Tran Crosspoint Financial LLC | 7,973 | $2.47M | $3.91M | $1.44M | 58.29% |
Matthew Heller Willner & Heller LLC | 4,328 | $1.53M | $2.12M | $594,686.34 | 38.87% |
| RC Ryan Cahill Cahill Wealth Management LLC | 3,672 | $1.57M | $1.8M | $231,099.52 | 14.71% |
| SK Stephen Kenney Gray Private Wealth LLC | 1,188 | $522,315.12 | $583,201.08 | $60,885.96 | 11.66% |
Craig Johnsen Fortitude Advisory Group LLC | 1,529 | $637,739.57 | $751,365.89 | $113,626.32 | 17.82% |
Jeffrey Gilbert Balboa Wealth Partners | 14,710 | $5.75M | $7.23M | $1.48M | 25.7% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 856 | $410,195.2 | $420,218.96 | $10,023.76 | 2.44% |
| SM Sean Murray Quantum Financial Advisors LLC | 2,673 | $1.11M | $1.31M | $200,142.53 | 17.98% |
| EL Edward Lowndes Angeles Wealth Management LLC | 24,859 | $10.83M | $12.22M | $1.38M | 12.75% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 788 | $382,938.68 | $387,231.08 | $4,292.4 | 1.12% |
| JMP James M. Perkins Quantum Private Wealth LLC | 4,069 | $2.16M | $2M | -$161,115.13 | -7.46% |
Angela Cox W Advisors LLC | 1,098 | $405,363.53 | $539,568.18 | $134,204.65 | 33.11% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 552 | $237,415.76 | $271,258.32 | $33,842.56 | 14.25% |