| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WL William Liberti Wealth Effects LLC | 4,279 | $326,701.65 | $330,937.86 | $4,236.21 | 1.3% |
| DM David Mailloux WealthCare Investment Partners LLC | 8,398 | $641,187.3 | $649,501.32 | $8,314.02 | 1.3% |
| TC Timothy Carne SFG Wealth Management LLC | 6,868 | $508,717.32 | $531,171.12 | $22,453.8 | 4.41% |
Caroline Jankowski Operose Advisors LLC | 107 | $4,815 | $8,265.21 | $3,450.21 | 71.66% |
Brian Ramsay Wealthspan Partners LLC | 13,021 | $578,147.87 | $1.01M | $427,659.27 | 73.97% |
John Gorlow Cardiff Park Advisors LLC | 188 | $14,353.8 | $14,522.06 | $168.26 | 1.17% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 3,250 | $248,137.5 | $251,046.25 | $2,908.75 | 1.17% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 9,895 | $723,540.45 | $764,339.27 | $40,798.82 | 5.64% |
| MH Michael Hackman HFG Advisors Inc. | 4,647 | $335,363.73 | $353,404.35 | $18,040.62 | 5.38% |
Jonathan Straus Commons Capital LLC | 5,346 | $408,167.1 | $403,088.4 | -$5,078.7 | -1.24% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 42,240 | $3.06M | $3.18M | $129,706.38 | 4.25% |
| JP James Peterson Nearwater Capital Markets Ltd. | 934,400 | $71.34M | $70.45M | -$887,680 | -1.24% |
Luther Hartwell Hodges Waycross Investment Management Co. | 3,298 | $253,847 | $241,875.32 | -$11,971.68 | -4.72% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 75,587 | $5.77M | $5.83M | $59,336.24 | 1.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,195 | $305,220.1 | $544,085.9 | $238,865.8 | 78.26% |
| MK Malinda Khauv Cercano Management LLC | 104,678 | $7.51M | $7.92M | $401,963.98 | 5.35% |
Brendan Corcoran Valence8 US LP | 37,018 | $1.67M | $2.81M | $1.14M | 68.71% |
Daniel Guy Ethos Financial Group LLC | 9,834 | $735,836.8 | $743,647.08 | $7,810.28 | 1.06% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 1,000 | $76,350 | $75,400 | -$950 | -1.24% |
| SR Scott Register Register Financial Advisors LLC | 136 | $10,383.36 | $10,705.92 | $322.56 | 3.11% |