| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 5,866 | $441,342.42 | $488,696.46 | $47,354.04 | 10.73% |
Brian Levy West Wealth Group LLC | 3,026 | $198,765.77 | $254,062.96 | $55,297.19 | 27.82% |
Candice Gilman Sofi Wealth LLC | 43,134 | $3.25M | $3.59M | $338,390.97 | 10.4% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,552 | $215,899.2 | $214,516.02 | -$1,383.18 | -0.64% |
Christopher Warner WARNER FINANCIAL Inc. | 20,031 | $1.44M | $1.69M | $246,548.55 | 17.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,757 | $178,157.34 | $231,064.17 | $52,906.83 | 29.7% |
Mariana Coli Dunhill Financial LLC | 284 | $21,345.45 | $23,802.04 | $2,456.59 | 11.51% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,293 | $416,847.16 | $443,606.33 | $26,759.17 | 6.42% |
| TT Thaddeus Toal RCS Financial Planning LLC | 4,113 | $317,599.31 | $345,327.48 | $27,728.17 | 8.73% |
Dean Pelos Commonwealth Retirement Investments LLC | 168 | $14,213 | $14,024.64 | -$188.36 | -1.33% |
Jill Batley Gateway Wealth Partners LLC | 3,335 | $251,629.11 | $277,575.38 | $25,946.27 | 10.31% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 2,330 | $130,331.97 | $196,317.41 | $65,985.44 | 50.63% |
| PIL PFG Investments LLC PFG Investments LLC | 3,247 | $244,367.82 | $271,351.79 | $26,983.97 | 11.04% |
| JC Jared Calvert Buck Wealth Strategies LLC | 131 | $11,046 | $10,950.29 | -$95.71 | -0.87% |
| AW Ariel Weisbard Values Added Financial LLC | 107,954 | $7.38M | $9.09M | $1.71M | 23.16% |
Scott Boyce Decker Retirement Planning Inc. | 39,438 | $2.99M | $3.29M | $295,188.66 | 9.86% |
Brett Pohl Invera Wealth Advisors, LLC | 67,313 | $4.34M | $5.68M | $1.34M | 30.76% |
Benjamin J. Jones National Wealth Management Group, LLC | 4,283 | $319,810.08 | $359,600.68 | $39,790.6 | 12.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,439 | $1.22M | $1.45M | $227,815.36 | 18.66% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 42,427 | $2.81M | $3.55M | $737,333.66 | 26.26% |