| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 3,299 | $200,889.65 | $259,664.29 | $58,774.64 | 29.26% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,608 | $220,833 | $196,982.24 | -$23,850.76 | -10.8% |
Loni Adams Daymark Wealth Partners LLC | 21,387 | $1.21M | $1.68M | $476,911.2 | 39.53% |
Brian Matter Creative Capital Management Investments LLC | 65 | $5,305.3 | $5,116.15 | -$189.15 | -3.57% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 4,869 | $284,602.67 | $383,238.99 | $98,636.32 | 34.66% |
Belena Vincetti Fortis Capital Advisors LLC | 8,606 | $720,463.88 | $677,378.26 | -$43,085.62 | -5.98% |
Sheryl Stephens Stephens Consulting LLC | 747 | $36,053.95 | $58,796.37 | $22,742.42 | 63.08% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 3,274 | $222,968.94 | $257,696.54 | $34,727.6 | 15.58% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,301 | $253,489.2 | $329,800.68 | $76,311.48 | 30.1% |
Bree Pate Olisti Co. Wealth LLC | 595 | $39,882.45 | $46,832.45 | $6,950 | 17.43% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 2,855 | $238,914.72 | $224,717.05 | -$14,197.67 | -5.94% |
| LQ Louise Quant Trium Capital LLP | 22,162 | $1.61M | $1.74M | $130,609.56 | 8.09% |
Bepin Serraj Richard W. Paul & Associates LLC | 10 | $676 | $768.2 | $92.2 | 13.64% |
Kyle Kelley Family Capital Management Inc. | 2,929 | $245,476.74 | $230,541.59 | -$14,935.15 | -6.08% |
Darren Tapley New England Capital Financial Advisors LLC | 174 | $10,235.84 | $13,695.54 | $3,459.7 | 33.8% |
Paul L. Moffat Arista Wealth Management LLC | 12,005 | $867,463.03 | $944,913.55 | $77,450.52 | 8.93% |
Michael Radoff LGT Financial Advisors LLC | 76 | $4,347.75 | $5,981.96 | $1,634.21 | 37.59% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 266 | $22,260 | $20,936.86 | -$1,323.14 | -5.94% |
Paul B. Ordonio Park Place Capital Corp. | 251 | $14,154.21 | $19,246.68 | $5,092.47 | 35.98% |
Kevin Kroskey True Wealth Design LLC | 123 | $8,919.67 | $9,681.33 | $761.66 | 8.54% |