| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $50.12 | $55.56 | $5.44 | 10.85% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,614 | $392,905.54 | $423,566.82 | $30,661.28 | 7.8% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 25,820 | $1.26M | $1.44M | $177,102.36 | 14.03% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 43,648 | $1.91M | $2.44M | $524,378.66 | 27.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,339 | $475,846.53 | $630,221.62 | $154,375.09 | 32.44% |
Matthew Heller Willner & Heller LLC | 3,948 | $206,566.88 | $221,403.84 | $14,836.96 | 7.18% |
Kevin Zemann WealthPlan Investment Management LLC | 43,672 | $2.35M | $2.43M | $80,041.53 | 3.41% |
John DeMarco Trajan Wealth LLC | 372,990 | $18.29M | $20.88M | $2.6M | 14.2% |
CJ Harrison DecisionPoint Financial LLC | 190 | $10,732 | $10,560.2 | -$171.8 | -1.6% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 9,093 | $374,630.05 | $509,117.07 | $134,487.02 | 35.9% |
Mariana Coli Dunhill Financial LLC | 1,440 | $75,657 | $80,035.2 | $4,378.2 | 5.79% |
Lukas Lindgren Abound Wealth Management | 52 | $2,720.05 | $2,888.08 | $168.03 | 6.18% |
Bert D. Barre Colonial Trust Co. / SC | 2,012 | $102,094.34 | $111,716.3 | $9,621.96 | 9.42% |
Loni Adams Daymark Wealth Partners LLC | 5,430 | $229,401.76 | $302,288.1 | $72,886.34 | 31.77% |
| BP Brett Pohl Kingdom Financial Group LLC | 46 | $2,607 | $2,560.82 | -$46.18 | -1.77% |
Stephen Smith Kestra Investment Management LLC | 4,931 | $244,183.15 | $273,966.36 | $29,783.21 | 12.2% |
Scott Register Register Financial Advisors LLC | 301 | $15,964.91 | $16,758.17 | $793.26 | 4.97% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 3,807 | $199,106.1 | $213,153.93 | $14,047.83 | 7.06% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,159 | $61,804.4 | $64,521.53 | $2,717.13 | 4.4% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 19,972 | $898,297.45 | $1.11M | $212,045.89 | 23.61% |