| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 2,074 | $214,555.3 | $216,587.82 | $2,032.52 | 0.95% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,408 | $270,458.88 | $355,897.44 | $85,438.56 | 31.59% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,813 | $694,558.87 | $920,341.59 | $225,782.72 | 32.51% |
William Jollie Quent Capital LLC | 2,422 | $190,711.97 | $231,785.4 | $41,073.43 | 21.54% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,548 | $269,471.42 | $370,517.64 | $101,046.22 | 37.5% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 31,471 | $2.29M | $3.29M | $999,828.35 | 43.72% |
Marc H. Stone Tyler-Stone Wealth Management | 6,917 | $435,650 | $722,342.31 | $286,692.31 | 65.81% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,454 | $716,488.22 | $882,851.22 | $166,363 | 23.22% |
Missy Straw Nilsine Partners LLC | 4,244 | $331,348.15 | $443,200.92 | $111,852.77 | 33.76% |
Dalila Toledo Ascent Group LLC | 9,207 | $650,853.5 | $961,487.01 | $310,633.51 | 47.73% |
| EM Erin Mccann Simplicity Wealth LLC | 38,054 | $3.74M | $4.01M | $274,445.08 | 7.35% |
Robert Glass AlphaCentric Advisors LLC | 1,705 | $136,986.8 | $178,053.15 | $41,066.35 | 29.98% |
Michael Byun SageView Advisory Group LLC | 9,591 | $624,039.28 | $917,666.88 | $293,627.6 | 47.05% |
Thomas Mason Mason & Associates Inc. | 2,500 | $258,625 | $261,075 | $2,450 | 0.95% |
| KJ Ken Joseph Braidwel LLP | 290,700 | $22.41M | $30.36M | $7.94M | 35.44% |
Kristen Williams Athena Investment Management | 4,605 | $448,635.75 | $485,228.85 | $36,593.1 | 8.16% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,117 | $75,676.75 | $116,648.31 | $40,971.56 | 54.14% |
Molly Crider Walker Asset Management LLC | 2,000 | $206,900 | $208,860 | $1,960 | 0.95% |
| BPN Brent P. Nicks Strategic Planning Inc. | 146,342 | $9.93M | $15.28M | $5.35M | 53.86% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,553 | $419,041.55 | $579,899.79 | $160,858.24 | 38.39% |