| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 328,902 | $11.21M | $15.31M | $4.1M | 36.56% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 9,567 | $372,553.38 | $456,154.56 | $83,601.18 | 22.44% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 7,237 | $324,745.01 | $340,790.33 | $16,045.32 | 4.94% |
Belena Vincetti Fortis Capital Advisors LLC | 16,523 | $779,898 | $774,680.85 | -$5,217.15 | -0.67% |
Stephen Smith Kestra Investment Management LLC | 2.82M | $111.34M | $131.76M | $20.43M | 18.35% |
Bree Pate Olisti Co. Wealth LLC | 167,041 | $5.7M | $7.83M | $2.13M | 37.37% |
Salvatore Cocivera Cora Capital Advisors LLC | 64,202 | $2.77M | $3.04M | $269,641.26 | 9.74% |
Darren Tapley New England Capital Financial Advisors LLC | 1.53M | $35.28M | $71.73M | $36.46M | 103.35% |
Helen Semus Semus Wealth Partners LLC | 8,457 | $376,267.77 | $403,737.18 | $27,469.41 | 7.3% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 6,003 | $283,342.3 | $283,041.45 | -$300.85 | -0.11% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 5,501 | $259,647.2 | $261,159.97 | $1,512.77 | 0.58% |
Neil Christ Oak Hill Wealth Advisors LLC | 38,969 | $1.55M | $1.84M | $297,091.62 | 19.21% |
Moises Valladares Insigneo Advisory Services LLC | 7,952 | $375,334 | $369,887.28 | -$5,446.72 | -1.45% |
| NH Nathaniel Holden Core Wealth Partners LLC | 12,638 | $552,249.16 | $597,903.78 | $45,654.62 | 8.27% |
Robert B. LaRue Owen LaRue LLC | 37,828 | $1.55M | $1.79M | $244,242.59 | 15.78% |
Andrew Lewis Genesis Private Wealth LLC | 243,198 | $9.32M | $11.51M | $2.19M | 23.48% |
David Gutierrez Gutierrez Wealth Advisory LLC | 314,234 | $11.67M | $14.92M | $3.26M | 27.92% |
Jeffrey Steele Silverlake Wealth Management LLC | 31,302 | $913,527.49 | $1.47M | $554,066.78 | 60.65% |
Jill Batley Gateway Wealth Partners LLC | 142,181 | $5.71M | $6.62M | $905,700.09 | 15.85% |
Ann Reilley Alpha Financial Advisors LLC | 437,425 | $16.18M | $20.77M | $4.59M | 28.37% |