| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 919 | $32,294.39 | $34,214.37 | $1,919.98 | 5.95% |
Craig Kurth PCG Wealth Advisors LLC | 346,953 | $12.02M | $12.92M | $895,716.65 | 7.45% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 212,646 | $6.91M | $8.17M | $1.26M | 18.19% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 7,175 | $272,363 | $267,125.25 | -$5,237.75 | -1.92% |
David Mailloux WealthCare Investment Partners LLC | 145,243 | $5.13M | $5.57M | $442,991.15 | 8.63% |
Lindsey Seagraves Carson Advisory Inc. | 51,012 | $1.73M | $1.96M | $223,924.36 | 12.93% |
Kathleen Thornhill Confluence Wealth Services Inc. | 562,184 | $18.57M | $20.93M | $2.36M | 12.71% |
Morgan Christen Spinnaker Investment Group LLC | 13,815 | $465,956.84 | $514,332.45 | $48,375.61 | 10.38% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,401 | $242,981.96 | $238,309.23 | -$4,672.73 | -1.92% |
Michelle McCarthy Vantage Financial Partners LLC | 41,808 | $1.41M | $1.56M | $146,033.57 | 10.35% |
Marc H. Stone Tyler-Stone Wealth Management | 18,220 | $565,978.6 | $678,330.6 | $112,352 | 19.85% |
| EM Erin Mccann Simplicity Wealth LLC | 9,305 | $316,700.97 | $346,425.15 | $29,724.18 | 9.39% |
Patrick O'Connell Security Financial Services Inc. | 56,484 | $1.93M | $2.1M | $170,799.83 | 8.84% |
| KB Kimberly Byrne Bill Few Associates Inc. | 10,531 | $368,243.41 | $392,069.13 | $23,825.72 | 6.47% |
David T. Morgan High Net Worth Advisory Group LLC | 330,840 | $11.01M | $12.32M | $1.31M | 11.91% |
Dan Mohr Retireful LLC | 7,497 | $284,586.12 | $279,113.31 | -$5,472.81 | -1.92% |
| DW Darren Woolson Asset Allocation Strategies LLC | 68,255 | $2.4M | $2.62M | $222,078.12 | 9.25% |
Christopher Warner WARNER FINANCIAL Inc. | 10,973 | $355,725.89 | $408,524.79 | $52,798.9 | 14.84% |
Jim Clark Worth Asset Management LLC | 209,524 | $6.9M | $7.8M | $905,257.3 | 13.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 60,108 | $1.86M | $2.24M | $374,566.04 | 20.1% |