| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 3,978 | $248,891.9 | $379,302.3 | $130,410.4 | 52.4% |
| TA Thomas Anderton 626 Financial LLC | 305,791 | $18.29M | $29.42M | $11.13M | 60.89% |
W. Travis McKinney HB Wealth Management LLC | 14,490 | $959,862.6 | $1.39M | $428,859 | 44.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,255 | $671,603.96 | $982,839.2 | $311,235.24 | 46.34% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 117,050 | $7.89M | $11.29M | $3.4M | 43.06% |
Brian Dechow SWAN Capital LLC | 203 | $15,621 | $19,466.68 | $3,845.68 | 24.62% |
Christopher Casanega Sharper & Granite LLC | 13,440 | $824,814.73 | $1.29M | $463,879.67 | 56.24% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 3,346 | $257,474.7 | $322,420.56 | $64,945.86 | 25.22% |
Moises Valladares Insigneo Advisory Services LLC | 3,238 | $274,841.36 | $310,184.21 | $35,342.85 | 12.86% |
Jill Batley Gateway Wealth Partners LLC | 10,863 | $938,157.38 | $1.04M | $101,105.83 | 10.78% |
David Kronour Kapstone Financial Advisors LLC | 3,412 | $215,570.16 | $328,916.8 | $113,346.64 | 52.58% |
Sean O'Reilly Ffg Retirement Advisors LLC | 59,772 | $4.01M | $5.73M | $1.72M | 42.76% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 12,121 | $1.13M | $1.17M | $39,011.26 | 3.45% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 12,375 | $751,727.88 | $1.19M | $434,972.74 | 57.86% |
Alexandra Stickelman Root Financial Partners, LLC | 3,198 | $268,632 | $306,736.17 | $38,104.17 | 14.18% |
Norden Group LLC NORDEN GROUP LLC | 6,116 | $468,761.54 | $585,637.58 | $116,876.04 | 24.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,841 | $156,459.46 | $175,539.35 | $19,079.89 | 12.19% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,898 | $222,213.97 | $278,439.84 | $56,225.87 | 25.3% |
Amir Har-El Savvy Advisors, Inc. | 141,011 | $13.15M | $13.51M | $363,553.07 | 2.76% |
Luke Bunch OxenFree Capital LLC | 9,806 | $827,934.23 | $940,346.37 | $112,412.14 | 13.58% |