| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Clay Clay Northam Wealth Management LLC | 4,050 | $214,083 | $242,149.5 | $28,066.5 | 13.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,211 | $528,462.84 | $850,244.13 | $321,781.29 | 60.89% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 129 | $7,763.99 | $7,709.97 | -$54.02 | -0.7% |
CJ Harrison DecisionPoint Financial LLC | 405 | $12,141.33 | $24,231.15 | $12,089.82 | 99.58% |
Rachel Faulk Cape Investment Advisory Inc. | 15 | $868 | $897.45 | $29.45 | 3.39% |
Mariana Coli Dunhill Financial LLC | 894 | $40,747.19 | $53,488.02 | $12,740.83 | 31.27% |
Drew Phillips Fortitude Family Office LLC | 174 | $10,063.99 | $10,410.42 | $346.43 | 3.44% |
Daniel Guy Ethos Financial Group LLC | 12,438 | $528,723.89 | $744,041.16 | $215,317.27 | 40.72% |
Brian Matter Creative Capital Management Investments LLC | 2,475 | $90,988.42 | $148,079.25 | $57,090.83 | 62.75% |
Christopher Casanega Sharper & Granite LLC | 133,764 | $3.13M | $8M | $4.87M | 155.42% |
Scott Register Register Financial Advisors LLC | 2,580 | $110,417.44 | $154,825.8 | $44,408.36 | 40.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 40,083 | $1.85M | $2.4M | $550,919.24 | 29.83% |
John J. Edwards Breed's Hi LLCapital LLC | 5,700 | $206,151.9 | $344,451 | $138,299.1 | 67.09% |
Moises Valladares Insigneo Advisory Services LLC | 18,063 | $771,647.43 | $1.08M | $306,352.41 | 39.7% |
Jill Batley Gateway Wealth Partners LLC | 23,076 | $1.22M | $1.38M | $159,778.22 | 13.1% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 16,983 | $646,276.49 | $1.02M | $378,307.9 | 58.54% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 4,599 | $261,129.06 | $274,606.29 | $13,477.23 | 5.16% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 129 | $7,763.99 | $7,714.2 | -$49.79 | -0.64% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,589 | $595,235.25 | $871,837.18 | $276,601.93 | 46.47% |
John Hayes LongView Wealth Management | 4,443 | $246,991.07 | $267,801.82 | $20,810.75 | 8.43% |