| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 155 | $7,642.27 | $11,795.5 | $4,153.23 | 54.35% |
Grant Reeves CVFG LLC | 20,000 | $1.33M | $1.55M | $218,400 | 16.43% |
| EJK Edward J. King Graney & King LLC | 566 | $34,244 | $43,372.58 | $9,128.58 | 26.66% |
| RN Ron New Whipplewood Advisors LLC | 65 | $4,321.21 | $4,946.5 | $625.29 | 14.47% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 2,732 | $255,898 | $214,407.36 | -$41,490.64 | -16.21% |
| TM Terry McHugh McHugh Group LLC | 4,650 | $281,325 | $359,747.25 | $78,422.25 | 27.88% |
George Hall II One8Zero8 LLC | 22,880 | $1.34M | $1.76M | $423,303.68 | 31.55% |
Samira Kadam Synergy Investment Management LLC | 173 | $15,958.24 | $13,369.44 | -$2,588.8 | -16.22% |
Bryan Molinar Atlas Legacy Advisors LLC | 2,958 | $271,675 | $225,296.07 | -$46,378.93 | -17.07% |
Heather LeVar Roxbury Financial LLC | 457 | $27,690.68 | $34,997.06 | $7,306.38 | 26.39% |
| BM Berkeley Meredith Hughes Financial Services LLC | 148 | $8,586.09 | $11,555.84 | $2,969.75 | 34.59% |
| JA Joshua Angell Poinciana Advisors Group LLC | 7,160 | $352,128.65 | $557,907.2 | $205,778.55 | 58.44% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 10,930 | $660,472.91 | $846,637.8 | $186,164.89 | 28.19% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 168 | $10,164 | $12,843.6 | $2,679.6 | 26.36% |
| CL Chris Lein Partners Wealth Management LLC | 4,384 | $245,763.68 | $341,033.55 | $95,269.87 | 38.76% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 143 | $10,330.99 | $11,165.44 | $834.45 | 8.08% |
| FG Fabian Guerra Guerra Advisors Inc. | 236 | $13,365 | $18,042.2 | $4,677.2 | 35% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 2,260 | $211,672 | $173,229 | -$38,443 | -18.16% |
| ECM Eisler Capital Management Ltd. Eisler Capital Management Ltd. | 2,637 | $114,933.6 | $202,758.93 | $87,825.33 | 76.41% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 3,387 | $317,226.42 | $262,153.8 | -$55,072.62 | -17.36% |